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Organization Management

Your organization is the parent layer in SmythOS. Every space, user, and permission is scoped under it. All members must first belong to your organization before they can be added to any space.

Why this matters

Organization-level users control access to all spaces. If someone isn’t in your org, they can’t join any space you manage.

Managing Roles​

Roles define what your team can access and control across SmythOS. You can assign roles when inviting users, or update them later.

How to access roles​

  1. Click your user profile
  2. Select Manage Roles from the dropdown
Default role for new users

You can define a default role that gets applied automatically when a user is added. If none is set, Super Admin is used.

Role Permissions Overview​

These permissions are available when creating custom roles or assigning defaults. To modify the default roles assiged to new members, go to https://app.smythos.com/teams/roles.

PageSuper Admin
DashboardView and Edit
Agent SettingsView and Edit
Agent BuilderView and Edit
TemplatesView and Edit
DomainsView and Edit
Data PoolView and Edit
VaultView and Edit
AnalyticsView and Edit
My PlanView and Edit
Team RolesView and Edit
Team MembersView and Edit
Manage team access

To view the detailed Team Roles and Team Members, your role must include Manage Team permissions.

How to create, edit, or delete roles​

Create a new role​

  1. Go to Manage Roles
  2. Click Add Role
  3. Name the role and select allowed actions

Edit an existing role​

  1. In Manage Roles, click the role you want to update
  2. Adjust permissions as needed

Delete a role​

  1. Make sure it’s not assigned to any active user
  2. Click Delete Role
Need default roles?

Set your org’s default role in the Roles section so new users get it automatically. If not configured, Super Admin is assigned.

Managing Users​

User management is where you invite, edit, or remove people from your organization.

Access user management​

  1. Click your user profile
  2. Select User Management

Invite a new user​

  1. Click Invite Member
  2. Enter their email and choose a role
  3. Send the invite
Invite link expires

All invites are valid for 7 days. If not accepted in time, you’ll need to resend it.

Edit a user’s role​

  1. Go to User Management
  2. Find the user and select Edit Role

Remove a user​

  1. Locate the user in User Management
  2. Click Remove
Users must be removed from spaces too

Removing someone from your organization does not automatically remove them from individual spaces. Be sure to remove them from each space if needed.

What’s next?​