Roles & Permissions

Clevername uses role-based access control (RBAC) to manage what each organization member can do. Three roles — owner, admin, and member — provide graduated levels of access and control.

Key Concepts

Role hierarchy

Permission	Owner	Admin	Member
Use AI chat and tools	Yes	Yes	Yes
Create and manage own agents	Yes	Yes	Yes
View org members	Yes	Yes	Yes
Invite and remove members	Yes	Yes	No
Change member roles	Yes	Yes	No
Manage org settings	Yes	Yes	No
Configure SSO / SCIM	Yes	No	No
Manage billing	Yes	No	No
Delete organization	Yes	No	No
Transfer ownership	Yes	No	No

Role-based navigation

The dashboard sidebar adapts based on your role. Members see only the features they have access to. Admin-only sections like Settings and Members are hidden from regular members.

Step-by-Step Guide

View org members

Go to Organization → Members in the dashboard. You will see a list of all members with their email, role, and join date.

Organization members list showing name, email, role badge, and join date

The members list shows everyone in your org with their current role.

Change a member's role

Click the role badge next to a member's name. Select the new role from the dropdown. Role changes take effect immediately — the member's dashboard will update on their next page load.

Important

Only owners can promote members to admin. Admins can change member roles but cannot promote to owner or demote other admins.

Invite new members

Click Invite Memberand enter the person's email address. Choose their initial role. They will receive an email invitation to join the organization. If they already have a Clevername account, they are added immediately.

Invite member dialog with email input and role selector

Invite members by email and assign their initial role.

Remove a member

Click the remove button next to a member's name. Confirm the removal. The member loses access to org resources immediately but retains their personal Clevername account.

Organizations Overview SSO Setup SCIM Provisioning