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Roles and permissions

Human membership roles and connected assistant authority, from the shared feature source.

Updated

There are four human membership roles. A connected assistant is a separate OAuth actor, never a fifth membership role. The server rechecks current membership, independent supervisor permissions, scopes and any bounded expert mandate. Installing an integration or renewing tokens grants no extra authority.

Capability Administrator Supervisor Operator Observer Connected assistant
Read accessible workshop content Yes Yes Yes Yes Current member + consented scopes + document access
Import and prepare Yes Yes Yes No Current member + scopes + qualified channel/transport
Human approval and confirmation Yes Approval option No No Cannot assert human consent; standard confirmation requires recorded browser approval
Expert review and acceptance Browser grants a bounded mandate No mandate administration No mandate administration No Pre-existing active client-bound mandate + current role/scopes + exact review + host confirmations
Cancel prepared/queued dispatch Yes Approval option No No Current approval authority + scope; never retries an unknown submission
Aggregate reports Yes Reporting option No No Current role + scopes
Manage workshop or members Browser only No No No No
Billing or Horizon subscription Browser only, explicit recurring consent No No No No
Run a Horizon diagnostic Active plan + PDF access Active plan + PDF access Active plan + PDF access No Active plan + PDF access + documents:write
Read/export Horizon history Current PDF access Current PDF access Current PDF access Current PDF access Current PDF access + documents:read
Edit a shared template Resource edit right Resource edit right Resource edit right No Current member + template scope + resource right; AI also requires current transfer consent/revision
Publish/archive a template Resource publish right Resource publish right Resource publish right No Current member + templates:publish + resource right
Manage template sharing Resource share right Resource share right Resource share right No Current member + templates:share + resource right; revocation disclosed
Remove a template Owner Owner Owner No Owner + current role/scopes
Cancel/retry a generation Batch owner Batch owner Batch owner No Owner + generations:write; frozen batches cannot retry
Read private generated PDFs Creator/context access Creator/context access Creator/context access Explicit current document access Owner/context authority; no general private-library access
Profile, language, own sessions and appearance Own account in browser Own account in browser Own account in browser Own account in browser No browser account administration or appearance setter
Read responsible workshop contacts Authenticated browser Authenticated browser Authenticated browser Authenticated browser No
Read public pages/errors/status Public; no privilege acquired Public; no privilege acquired Public; no privilege acquired Public; no privilege acquired Public read only; no extra tool/authority
Configure Auth0/DNS/reviewer refresh No authority from workshop role No authority from workshop role No authority from workshop role No authority from workshop role No business REST/MCP route; distinct authorised platform operator
Open global Belvédère No authority from workshop role No authority from workshop role No authority from workshop role No authority from workshop role No; distinct verified browser Watchkeeper
Apply assistant content exclusions No additional rights No additional rights No additional rights No additional rights Announce exclusions, stop known excluded content, request person-redacted copy; no automatic classification or web bypass
Use a personal account and received documents without a workspace Personal principal, no workspace authority gained Personal principal, no workspace authority gained Personal principal, no workspace authority gained Personal principal, no workspace authority gained No personal access through workspace Bearer
Prepare sensitive distribution Accessible source + preparation Accessible source + preparation Accessible source + preparation No Membership + dispatches:prepare + current connection; no invitation secret returned
Read a sensitive share and its audit Current workspace approver All with approval permission; otherwise own creations Own creations No Same resource access + dispatches:read; no other recipient documents
Approve sensitive distribution Browser + recent document session Approval permission + browser + recent document session No No No; expert mandate is insufficient
Confirm sensitive distribution after human approval Current browser evidence Approval permission + current browser evidence No No Approver role + dispatches:send + existing sensitive browser evidence + host confirmation
Associate recipient with a stable account Browser + document policy + independent verification Approval permission + browser + document policy + independent verification No No No
Revoke shared access without refund Current authority Approval permission No No Approver role + dispatches:send; acquired personal copy retained
Read/export/delete another person’s personal copy No, including workspace administrator No No No No
Keep or export one’s own received document Personal principal + document policy + share permission Personal principal + document policy + share permission Personal principal + document policy + share permission Personal principal + document policy + share permission No; personal operation outside workspace OAuth
Read public browser reports Public access without workspace privilege Public access without workspace privilege Public access without workspace privilege Public access without workspace privilege Public read only; no ingestion or business authority

Read authority and tenancy for the enforcement model and MCP for assistant constraints.

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