Custom roles and permissions (Enterprise)

Custom roles (Enterprise)

Enterprise plan allows creating custom roles with granular permissions instead of using predefined Admin/Editor/Viewer.

Creating a custom role

1. Go to Team → Roles tab (only visible for Enterprise).
2. Click Create role.
3. Enter a role name (e.g., 'Tree Manager', 'Fact Reviewer').
4. Select permissions from the list (see below).
5. Click Save.

Available permissions

Tree permissions:

• tree:view – View trees in list and editor (read‑only).
• tree:create – Create new trees.
• tree:edit – Edit existing trees (metadata, nodes, connections).
• tree:delete – Soft‑delete and permanently delete trees.
• tree:publish – Publish and unpublish trees.
• tree:export – Export trees as JSON or llms.txt.
• tree:import – Import trees from JSON.

Fact permissions:

• fact:view – View facts in list and detail page.
• fact:create – Create new facts.
• fact:edit – Edit existing facts.
• fact:delete – Soft‑delete and permanently delete facts.
• fact:certify – Certify facts with VNT and uncertify.
• fact:summarize – Generate AI summaries for facts.

Freshdesk permissions:

• freshdesk:configure – Edit Freshdesk API credentials.
• freshdesk:sync – Run KB sync imports.

Widget permissions:

• widget:view – View widget generator and embed codes.
• widget:configure – Change widget settings (appearance, triggers, contact form).

Team permissions:

• team:view – View team member list.
• team:invite – Invite new members.
• team:remove – Remove members.
• team:changeRole – Change roles of other members.

Billing permissions:

• billing:view – View Billing page and usage meters.
• billing:manage – Upgrade, downgrade, cancel subscription, manage payment methods.

Assigning custom roles

When inviting a team member, select the custom role from the dropdown instead of Admin/Editor/Viewer.

Existing members: Go to Team → Edit member → Change role.