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What Are Roles?

Roles control what members can see and do within your Velatir account. Velatir uses two layers of roles. Organisation roles govern your entire account. Workspace roles control access within individual workspaces. Every member receives an organisation role when invited. They then receive a workspace role for each workspace they are assigned to.

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Organisation Roles

Organisation roles determine what a member can do across your entire Velatir account. Administrators handle day-to-day account management. Readers are suited for stakeholders who need visibility without the ability to make changes.

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Workspace Roles

Workspace roles determine what a member can do within a specific workspace. A member can hold different roles in different workspaces.

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Choosing the Right Roles

Assign the Editor role so they can review traces and oversee agent activity across the workspace. If they only need to observe, Reader works.
Workspace Admin gives them full control to configure agents, manage API keys, and oversee their team’s workspace.
Organisation Reader plus workspace Reader gives them visibility across the board without any risk of accidental changes.

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Inviting Members

Open Member Settings

Navigate to your organisation settings and select the Members section.

Send an Invitation

Enter the new member’s email address and select their organisation role. They receive an email invitation to join.

Assign to Workspaces

Once they accept the invitation, assign them to one or more workspaces and choose a workspace role for each.
You can update roles at any time. Removing a member from a workspace revokes their access immediately.

Organisations & Workspaces

Learn how organisations and workspaces are structured

Data Privacy

Understand how Velatir handles data privacy and access control