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Team and Permissions

Use Account → Team and Account → Permissions to control who can do what.

Core concepts​

  • RBAC template: defines action permissions.
  • Assistant scope: limits where those permissions apply.

If assistant scope is empty, the user has role-based access across all assistants.

Built-in role templates​

Current templates include:

  • Owner
  • Admin
  • Member
  • Viewer
  • Support Analyst
  • Content Manager
  • Billing Admin
  • Security Admin

Permission domains​

Permissions are grouped by domain:

  • assistants
  • knowledge
  • conversations
  • insights
  • team
  • billing
  • company
  • security
  • api keys

Admin workflow​

  1. Open Account → Permissions.
  2. Select a team member.
  3. Assign RBAC template.
  4. Optionally set assistant scope.
  5. Save and verify effective capability summary.

Team workflow​

Use Account → Team for:

  • invite, resend, cancel invitations
  • remove members
  • role adjustments

Team invites are available on Growth and Business tiers.

User experience for blocked actions​

When users attempt actions they cannot perform, Sol Helps should show explicit permission messages (for example in Knowledge and other scoped pages) so users know whether to request role changes or assistant scope changes.