Documentation Index
Fetch the complete documentation index at: /docs/llms.txt
Use this file to discover all available pages before exploring further.
| Role | Purpose | Assignable |
|---|---|---|
| Owner | Accountable for the workspace. Full control, including billing and workspace settings. | Only set when the workspace is created |
| Admin | Manages connections, mappings, policies, secrets, and members. No billing or workspace settings access. | Yes |
| Billing manager | Handles the subscription, invoices, and AI credits. Otherwise, has read-only access to the workspace and worker directory. | Yes |
| Member | Runs syncs, approves plans, and decides how accounts are adopted. Cannot set up connections or write policies. | Yes |
| Audit | Read-only access to the workspace. | Yes |
| Support | Klef staff troubleshooting your workspace. | No |
Manage members permission, which only the Owner and Admin roles have. When you invite someone or change their role, you can assign any role except for Owner and Support.
Only an owner can change or remove another owner, and a workspace requires at least one owner, so the last owner cannot be removed or have their role changed.
| Permission | Allows |
|---|---|
View workspace | Read-only access to the workspace and its settings. |
Manage connections | Connect, configure, and disconnect connectors. |
Manage mapping | Edit field mappings. |
Manage policies | Create and edit policies and resources. |
Manage secrets | Create, edit, delete, and reveal workspace secrets. |
Run syncs | Request and approve sync plans. |
Resolve matches | Resolve a worker to an existing account. |
View workers | Read-only access to the worker directory. |
View audit log | Read-only access to the audit log. |
Manage members | Invite, remove, and change members’ roles. |
Manage billing | Manage the subscription and payment. |
Manage workspace lifecycle | Change workspace settings, export its data, and delete it. |
| Role | Permissions |
|---|---|
| Owner | Every permission. |
| Admin | View workspace, Manage connections, Manage mapping, Manage policies, Manage secrets, Run syncs, Resolve matches, View workers, View audit log, Manage members |
| Billing manager | View workspace, View workers, Manage billing |
| Member | View workspace, View workers, Run syncs, Resolve matches, View audit log |
| Audit | View workspace, View workers, View audit log |
| Support | View workspace, Manage connections, Manage mapping, Manage policies, Manage secrets, Run syncs, Resolve matches, View workers, View audit log |
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