AppsSecurity & Compliance

Access control

Roles and permissions (RBAC)

Autessa role-based access control (RBAC) groups product permissions, such as Agentic Workflows, AutessaDB, API Keys, Billing and Manage Team Members, into roles. Built-in roles (Admin, Developer, Manager, Accountant and User) cover common jobs, custom roles hold exactly the permissions you choose, and a member with several roles gets all of their permissions.

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Built-in roles × permissionsfrom the Team guideSample
PERMISSIONAdminDeveloperManagerAccountantUser
Agentic Workflows✓✓···
AutessaDB✓✓···
Scheduled Jobs✓✓···
API Keys✓✓···
App Builder✓✓···
App Viewer✓✓··✓
E-Signature✓✓✓✓✓
Meeting Recorder✓✓✓✓✓
Redact✓✓✓✓✓
Billing✓··✓·
Manage Team Members✓·✓··

The problem

What problem does it solve?

An accountant does not need to build agents; a developer does not need the bill. Without roles, everyone sees everything and least privilege is a hope rather than a setting.

How it works

  1. 1

    Invite with roles

    Team → Invite Team Member. Enter an email and tick at least one role. Built-in roles are tagged and each shows what it grants.

  2. 2

    Define custom roles

    When no built-in role fits, define one with exactly the permissions you want.

  3. 3

    Areas hide without the permission

    If a member lacks a permission, its sidebar sections and actions are hidden. App Viewer members see Apps instead of App Builder.

  4. 4

    Remove when they leave

    Remove a member from the Team table. It is immediate; the person loses access to the company’s resources.

Every option

Roles and permissions (RBAC): settings and options

SettingWhat it does
Agentic WorkflowsTools, Agents and Multi-Agents.
AutessaDBTables and trigger execution history.
Scheduled Jobs, API KeysScheduled jobs; API key and webhook-handler management.
App Builder / App ViewerBuild apps, or only use published apps.
E-Signature, Meeting Recorder, RedactEveryday collaboration features, in every built-in role.
BillingThe company’s billing pages.
Manage Team MembersInvite and remove members, assign roles and edit company settings.

Permissions

Who can do what?

WhoWhat they can do
AdminEverything.
DeveloperBuilds across the whole suite; no team or billing.
ManagerRuns the team, plus the everyday collaboration features.
AccountantBilling, plus the everyday collaboration features.
UserUses published apps and the everyday collaboration features.
Company ownerSits above roles, always has full access, cannot be removed, and alone can transfer ownership.

FOR DEVELOPERS

AutessaScript SDKjavascript
// List the company’s roles from a script
autessa.company.role.all

What to know

  • An inviter can never grant roles carrying permissions they do not hold, so an invitation never hands out more access than the inviter has.
  • Ownership moves only from the owner, only to a member who already holds Manage Team Members and Billing.

Read the docs: Team: roles and permissions →

Connections

How Roles and permissions (RBAC) connects to the rest of Autessa

Sharing and access levels →

Roles open an area; sharing decides what you can do with each resource inside it.

Row-level security →

Row rules can target a company role.

Partner access →

Partner teams join with the built-in Consultant role.

Reports, policies and security questionnaires are on the Autessa Trust Center.

FAQ

Roles and permissions (RBAC): questions

What built-in roles does Autessa have?

Admin, Developer, Manager, Accountant and User. Partner teams working inside your company use the built-in Consultant role.

Can I create custom roles?

Yes. Define a custom role with exactly the permissions you want and assign it like any other.

What if someone holds two roles?

They get every permission either role grants. Permissions add up.

Can a manager make someone an admin?

Only if they hold every permission the Admin role carries. You can never grant more than you have.

Get started with Roles and permissions (RBAC)

Autessa includes role-based access control: permissions gate whole areas of the product, built-in roles cover common jobs, and custom roles hold exactly the permissions you choose.

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Reports, policies and questionnaires live on the Autessa Trust Center.

100% customizable, code and all

Make Autessa Security & Compliance fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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