People Management

The People Management page allows workspace administrators to manage platform administrators and builders who can create, edit, and manage AI assistants, workflows, users, secrets, and other platform resources.

Overview

Access People Management by opening your project settings and selecting "People" from the Workspace section.

Admin Only: This feature is only available to users with administrator or owner privileges. Non-admin users will see an "Access Denied" message when attempting to access this section.

What Is People Management?

People Management is where workspace administrators control who has access to build and administer the platform itself. This is different from Users Management, which controls end-users who interact with your AI assistants.

Key Differences: People vs. Users

Feature	People (This Page)	Users
Purpose	Platform administration and building	End-user interaction with AI assistants
Scope	Workspace-wide	Project-specific
Permissions	Admin, member, viewer roles	Environment access (dev/staging/prod)
Access Level	Can manage platform resources (create/modify/delete assistants)	Can send/receive messages to assistants
Management	Admins and owners only	Project members
Typical Members	Your team, developers, admins	Your customers, end-users

Understanding Roles

The platform supports different permission levels for workspace members:

Administrator

• Full access to all workspace settings

• Can manage all people, access keys, and workspace configuration

• Can create, edit, and delete any project

• Can manage billing and subscription

• Has access to all audit logs and analytics

Member

• Can create and manage projects

• Can configure AI assistants and workflows

• Can manage project-level users and secrets

• Cannot access workspace-level settings

• Cannot manage other people or access keys

Viewer (Read-Only)

• Can view projects and their configurations

• Cannot make any changes

• Cannot create new projects

• Useful for stakeholders who need visibility without edit access

Accessing People Management

You can access this feature if you have administrator or owner permissions.

If You Don't Have Access

Non-admin users will see:

Access Denied
You don't have permissions to access the People section.
Only administrators and owners can manage platform users.

To gain access, contact your workspace administrator or owner.

Managing People

The exact features available in the People Management widget depend on your workspace configuration. Common operations include:

Inviting New People

1. Click "Invite" or "Add Member" in the widget

2. Enter the person's email address

3. Assign an appropriate role (Admin, Memeber, or Viewer)

4. Optionally add a welcome message

5. Send the invitation

The person will receive an email with instructions to join your workspace.

Assigning Roles

1. Locate the person in the list

2. Click on their current role

3. Select a new role from the dropdown

4. Confirm the change

Changes take effect immediately, and the user's permissions will update accordingly.

Removing People

1. Find the person you want to remove

2. Click the remove/delete icon

3. Confirm the removal

4. The person immediately loses access to the workspace

Warning: Removing someone revokes all their access immediately. Make sure to reassign any critical work before removal.

Security Best Practices

1. Principle of Least Privilege: Grant the minimum role necessary for each person's job

2. Regular Audits: Review people list quarterly and remove those who no longer need access

3. Prompt Offboarding: Remove access immediately when someone leaves the team

4. Strong Passwords: Enforce strong password requirements

5. Limit Admins: Keep the number of administrators to a minimum

Troubleshooting

"Access Denied" Error

You need administrator or owner privileges. Contact your workspace admin to request access or role elevation.

Invitation Not Received

1. Check spam/junk folder

2. Verify the email address is correct

3. Check if invitation has expired (resend if needed)

4. Add your workspace domain to email safe senders

5. Contact support if issues persist

Can't Change Someone's Role

1. Verify you have administrator privileges

2. Ensure you're not trying to modify the workspace owner

Widget Not Loading

1. Check your internet connection

2. Use a supported browser (Chrome, Firefox, Safari, Edge)

3. Disable browser extensions temporarily

4. Clear cache and cookies

5. Try in an incognito/private window

Related Documentation

• General Settings

• Users Management - For managing end-users

• Secrets Management

• Access Keys Management

Additional Resources

• Workspace Administration Guide

• Role-Based Access Control (RBAC) Documentation

• Security Best Practices Guide

• Descope User Management Documentation