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Futurity Docs

Roles & Permissions

Futurity uses role-based access control (RBAC) to manage what you can do within your organization.

Understanding RBAC

Section titled “Understanding RBAC”

How It Works

Section titled “How It Works”
  1. Permissions define specific actions (e.g., “create workflows”)
  2. Roles group permissions together (e.g., “Editor” role)
  3. You are assigned roles
  4. You can do what your role permits

Hierarchy

Section titled “Hierarchy”
Organization Owner
    ↓
Administrators
    ↓
Custom Roles
    ↓
Members

Built-in Roles

Section titled “Built-in Roles”

Owner

Section titled “Owner”

The organization creator. Has all permissions and cannot be removed.

  • Full access to everything
  • Can transfer ownership
  • Cannot be suspended or removed

Administrator

Section titled “Administrator”

Full administrative access:

  • Manage users and roles
  • Access all organization settings
  • View all content
  • Full feature access

Member

Section titled “Member”

Standard user access:

  • Use Corint
  • Access Vault (owned and shared files)
  • Create and run workflows
  • View assigned dashboards

Viewer

Section titled “Viewer”

Read-only access:

  • View shared content
  • Cannot create or edit
  • Cannot access sensitive settings

Permission Categories

Section titled “Permission Categories”

Corint

Section titled “Corint”
PermissionDescription
corint:accessUse Corint AI assistant
corint:create_agentsCreate custom agents
corint:manage_agentsEdit/delete any agent

Vault

Section titled “Vault”
PermissionDescription
vault:accessAccess Vault feature
vault:uploadUpload files
vault:shareShare files with others
vault:deleteDelete files
vault:manageManage all organization files

Workflows

Section titled “Workflows”
PermissionDescription
workflows:accessView workflows
workflows:createCreate new workflows
workflows:editEdit existing workflows
workflows:deleteDelete workflows
workflows:activateTurn workflows on/off
workflows:manageManage all organization workflows

Dashboards

Section titled “Dashboards”
PermissionDescription
dashboards:accessView dashboards
dashboards:createCreate dashboards
dashboards:editEdit dashboards
dashboards:deleteDelete dashboards
dashboards:manageManage all organization dashboards

Integrations

Section titled “Integrations”
PermissionDescription
integrations:accessUse connected integrations
integrations:manageConnect/disconnect integrations

Organization

Section titled “Organization”
PermissionDescription
org:view_settingsView organization settings
org:edit_settingsModify organization settings
org:manage_usersAdd/remove users
org:manage_rolesCreate/edit roles
org:billingAccess billing settings

Creating Custom Roles

Section titled “Creating Custom Roles”

  1. Navigate to Role Editor

    Go to Organization → Role Editor

  2. Create New Role

    Click + New Role

  3. Name the Role

    Give it a descriptive name (e.g., “Marketing Team”)

  4. Select Permissions

    Check the permissions this role should have

  5. Save Role

    Click Save

Example Custom Roles

Section titled “Example Custom Roles”

Content Creator

  • corint:access
  • corint:create_agents
  • vault:access
  • vault:upload
  • vault:share

Workflow Administrator

  • workflows:access
  • workflows:create
  • workflows:edit
  • workflows:activate
  • workflows:manage

External Collaborator

  • vault:access (limited to shared folders)
  • dashboards:access

Managing Roles

Section titled “Managing Roles”

Editing Roles

Section titled “Editing Roles”
  1. Go to Organization → Role Editor
  2. Select the role to edit
  3. Modify permissions
  4. Click Save

Deleting Roles

Section titled “Deleting Roles”
  1. Select the role
  2. Click Delete
  3. Assign affected users to a different role
  4. Confirm deletion

Duplicating Roles

Section titled “Duplicating Roles”

Create a new role based on an existing one:

  1. Select the role to copy
  2. Click Duplicate
  3. Rename and modify as needed
  4. Save the new role

Assigning Roles

Section titled “Assigning Roles”

Single User

Section titled “Single User”
  1. Go to User Management
  2. Click on the user
  3. Click Edit Role
  4. Select the new role
  5. Save

Bulk Assignment

Section titled “Bulk Assignment”
  1. Select multiple users (checkbox)
  2. Click Bulk Actions
  3. Select Change Role
  4. Choose the role
  5. Apply

Permission Inheritance

Section titled “Permission Inheritance”

Some permissions imply others:

  • manage permissions include view/edit/delete
  • org:manage_roles requires org:view_settings
  • Admin role bypasses most permission checks

Best Practices

Section titled “Best Practices”
  1. Principle of least privilege: Give minimum necessary access
  2. Use roles, not individual permissions: Easier to manage
  3. Regular audits: Review who has what access
  4. Document custom roles: Keep records of what each role is for
  5. Test before deploying: Verify roles work as expected

Troubleshooting

Section titled “Troubleshooting”

”Permission denied” errors

Section titled “”Permission denied” errors”
  1. Check your assigned role
  2. Verify your role has the required permission
  3. Check if feature requires additional permissions
  4. Clear cache and retry

User can access more than expected

Section titled “User can access more than expected”
  1. Check all assigned roles (you can have multiple)
  2. Verify permission inheritance
  3. Check for admin role

Can’t create/edit roles

Section titled “Can’t create/edit roles”
  1. Verify you have org:manage_roles permission
  2. Check if you’re trying to edit built-in roles (some are locked)
  3. Organization owner can always edit roles

Next Steps

Section titled “Next Steps”