workspace-permissions.md

Workspace Permissions

Helpmaton uses a permission-based system to control access to workspaces and their resources.

Permission Levels

There are three permission levels:

READ (Level 1)

• View workspace details
• View agents and their configurations
• View documents
• Cannot make changes

WRITE (Level 2)

• All READ permissions
• Create and edit agents
• Upload, edit, and delete documents
• Modify workspace settings
• Cannot delete the workspace

OWNER (Level 3)

• All WRITE permissions
• Delete the workspace
• Manage workspace members and permissions
• Full administrative control

Managing Permissions

As a Workspace Owner

1. Navigate to your workspace
2. Access the members/permissions section
3. Add users and assign permission levels
4. Modify or remove user permissions as needed

Permission Inheritance

• Permissions apply to the entire workspace
• All agents and documents inherit workspace permissions
• Individual resource-level permissions may be added in the future

Security Best Practices

1. Principle of Least Privilege: Grant minimum necessary permissions
2. Regular Audits: Review workspace members periodically
3. Key Management: Keep webhook keys secure
4. Document Access: Be mindful of sensitive information in documents

Common Scenarios

Team Collaboration

• Grant WRITE access to team members who need to create content
• Use READ access for stakeholders who only need to view

External Sharing

• Use READ access for external partners
• Consider creating separate workspaces for sensitive projects

Administrative Access

• Only workspace owners can delete workspaces
• Owners should be trusted team members