Roles & Permissions

Control what team members can do in your Solo Identity through role-based access control.

Understanding Roles

Role Hierarchy

Roles from most to least permissions:

  1. Owner — Full control (cannot be changed)
  2. Admin — Most permissions
  3. Member — Standard access
  4. Viewer — Read-only access

Role Permissions

Owner

The person who created the Solo Identity:

Identity Management:

  • ✅ Create and delete identities
  • ✅ Change identity settings
  • ✅ Manage billing and plans
  • ✅ Delete identity

Team Management:

  • ✅ Invite team members
  • ✅ Remove team members
  • ✅ Change member roles
  • ✅ Manage all permissions

Agent Management:

  • ✅ Create agents
  • ✅ Delete agents
  • ✅ Configure all agents
  • ✅ Assign agents to members

Settings:

  • ✅ Change all settings
  • ✅ Manage API keys
  • ✅ Configure workflows
  • ✅ Manage email settings

Content:

  • ✅ Full access to all emails
  • ✅ Full access to all tasks
  • ✅ Full access to all data
  • ✅ Can delete anything

Admin

Team administrators:

Identity Management:

  • ❌ Cannot delete identity
  • ❌ Cannot change billing
  • ✅ Can change some settings

Team Management:

  • ✅ Invite team members
  • ✅ Remove team members (except owner)
  • ✅ Change member roles (except owner)
  • ✅ Manage member permissions

Agent Management:

  • ✅ Create agents
  • ✅ Delete agents
  • ✅ Configure all agents
  • ✅ Assign agents to members

Settings:

  • ✅ Change most settings
  • ✅ Manage API keys
  • ✅ Configure workflows
  • ✅ Manage email settings

Content:

  • ✅ Full access to all emails
  • ✅ Full access to all tasks
  • ✅ Full access to all data
  • ✅ Can delete most content

Member

Standard team members:

Identity Management:

  • ❌ Cannot change identity settings
  • ❌ Cannot manage billing
  • ✅ Can view identity info

Team Management:

  • ❌ Cannot invite members
  • ❌ Cannot remove members
  • ❌ Cannot change roles
  • ✅ Can view team list

Agent Management:

  • ❌ Cannot create agents
  • ❌ Cannot delete agents
  • ✅ Can use assigned agents
  • ✅ Can configure assigned agents (limited)

Settings:

  • ❌ Cannot change team settings
  • ❌ Cannot manage API keys
  • ✅ Can change personal settings
  • ✅ Can view workflow usage

Content:

  • ✅ Access to assigned emails
  • ✅ Access to assigned tasks
  • ✅ Can create tasks
  • ✅ Can edit assigned content

Viewer

Read-only access:

Identity Management:

  • ❌ No management permissions
  • ✅ Can view identity info

Team Management:

  • ❌ Cannot invite members
  • ❌ Cannot remove members
  • ❌ Cannot change roles
  • ✅ Can view team list

Agent Management:

  • ❌ Cannot create agents
  • ❌ Cannot delete agents
  • ✅ Can view agent activity
  • ❌ Cannot use agents

Settings:

  • ❌ Cannot change any settings
  • ✅ Can view settings (read-only)

Content:

  • ✅ Can view emails (read-only)
  • ✅ Can view tasks (read-only)
  • ❌ Cannot create or edit
  • ❌ Cannot delete anything

Permission Details

Email Permissions

Full Access (Owner, Admin):

  • View all emails
  • Send emails
  • Delete emails
  • Configure email settings

Limited Access (Member):

  • View assigned emails
  • Send emails (from assigned agents)
  • Cannot delete emails
  • Cannot configure settings

Read-Only (Viewer):

  • View emails only
  • Cannot send emails
  • Cannot delete emails
  • Cannot configure settings

Agent Permissions

Full Control (Owner, Admin):

  • Create agents
  • Delete agents
  • Configure all agents
  • Assign agents to members

Use Assigned (Member):

  • Use agents assigned to them
  • Limited configuration of assigned agents
  • Cannot create or delete agents

View Only (Viewer):

  • View agent activity
  • Cannot use agents
  • Cannot configure agents

Task Permissions

Full Access (Owner, Admin):

  • Create tasks
  • Assign tasks
  • Edit all tasks
  • Delete tasks

Limited Access (Member):

  • Create tasks
  • Edit assigned tasks
  • Cannot delete tasks
  • Cannot assign to others (unless admin)

Read-Only (Viewer):

  • View tasks only
  • Cannot create or edit tasks

Managing Permissions

Assigning Roles

When inviting team members:

  1. Select role during invitation
  2. Role determines default permissions
  3. Can change later if needed
  4. Permissions apply immediately

Changing Roles

Update team member roles:

  1. Go to Team page
  2. Find member to update
  3. Click "Edit Role"
  4. Select new role
  5. Save changes
  6. Permissions update immediately

Custom Permissions

For advanced needs:

  • Contact sales for custom permission sets
  • Enterprise plans may support custom roles
  • Work with support to define custom permissions

Best Practices

Start with Appropriate Roles

  • Assign correct role from the start
  • Don't over-permission: Start with lower roles
  • Promote as needed: Upgrade roles when appropriate
  • Review regularly: Check roles are still appropriate

Principle of Least Privilege

  • Give minimum needed: Only necessary permissions
  • Upgrade carefully: Only promote when needed
  • Monitor access: Watch for unusual activity
  • Revoke promptly: Remove access when no longer needed

Document Roles

  • Define responsibilities: What each role should do
  • Document permissions: Keep track of who can do what
  • Update as needed: Keep documentation current
  • Share with team: Help team understand roles

Troubleshooting

Member can't do something?

  • Check their role
  • Verify permissions for that role
  • Consider upgrading role if appropriate
  • Contact support if issues persist

Need custom permissions?

  • Contact sales for custom options
  • Enterprise plans may support this
  • Work with support to define needs

Role changes not applying?

  • Verify changes were saved
  • Check member has refreshed
  • Review permission settings
  • Contact support if needed

Next Steps

Version: 1.0
Last Updated: November 2025