Sharing & User Permissions

Lleverage works best when you collaborate with your team. The platform provides a comprehensive permission system that operates at both the Organization and Project levels, giving you fine-grained control over who can access and modify your workflows and resources.

Key Features

• Two-level permission system (Organization and Project)

• Role-based access control

• Organization-wide user management

• Project-specific member management

• Multiple authentication methods for team members

• Automatic domain-based joining options

Understanding Roles in Lleverage

Organization Roles

1. Admin:

   • Full access to manage the Organization

   • Can invite and remove members

   • Can manage all projects and their settings

   • Controls connections, secrets, and Organization settings

   • Can manage billing and subscription information

2. Member:

   • Can collaborate on projects they have access to

   • Can access workflows, prompts, and data

   • No administrative rights over the Organization

   • Cannot modify Organization settings or manage users

Project Roles

1. Project Admin (formerly Project Owner):

   • Control limited to specific projects

   • Can manage workflows and prompts within the project

   • Can manage project-specific settings

   • Can add or remove users from the project

   • Can modify project connections and secrets

2. Project Member:

   • Can view and use workflows within the project

   • Can contribute to workflows and prompts

   • Cannot modify project settings

   • Cannot add or remove users from the project

💡 This two-tier permission system allows for both broad Organization management and granular Project-specific access control.

How to Manage Organization Members

1. Click on your name/profile in the navigation panel

2. Select "Settings" from the dropdown menu

3. Navigate to the "Members" tab

4. View all current Organization members and their roles

5. To change a member's role, use the role dropdown next to their name

6. To remove a member, click the remove option

7. To invite new members, click "Invite Member"

⚠️ Only Organization Admins can manage Organization members. Members cannot invite or remove other users at the Organization level.

How to Invite Members to Your Organization

1. Go to Organization Settings → Members

2. Click "Invite Member"

3. Enter the email address of the person you want to invite

4. Select their role (Admin or Member)

5. Optionally, specify project access for the new member

6. Send the invitation

💡 Members can sign up using their Google, Microsoft, or GitHub accounts, or through email with a magic link.

How to Set Up Automatic Domain Joining

1. Go to Organization Settings → Members

2. Look for the domain-based joining settings

3. Enter your company email domain (e.g., "yourcompany.com")

4. Enable automatic joining for users with matching email domains

5. Choose the default role for domain-matched users

💡 This feature allows team members with your company email domain to join the Organization automatically, streamlining the onboarding process.

How to Add Members to a Project

1. In the Project Settings panel under the "Project Members" tab

2. Scroll down to the "Add Project Collaborators" section

3. You'll see a list of all Organization members not yet added to the project

4. Select the members you want to add to the project

5. Choose their role (Project Member or Project Admin)

6. Confirm to add them to the project

⚠️ Users cannot access a workflow until they are added as members of the project, even if they have the workflow URL.

How to Share Workflows with Team Members

1. First, ensure the user is added to your Organization

2. Add the user to the specific project containing the workflow

3. Assign them the appropriate role (Member for view access, Admin for management access)

4. Now they can access the workflow through the platform

5. Alternatively, you can share the published workflow URL with them

⚠️ Remember that sharing a workflow URL will only work if the recipient is already a member of the project.

How to Manage Account Settings

1. Click on your name/profile in the navigation panel

2. Select "Settings" from the dropdown menu

3. Navigate through the available tabs:

   • Profile: Update your name, profile picture, and contact information

   • Login: Manage your email and SSO settings

   • Organizations: View and manage the Organizations you belong to

   • Projects: View all projects you have access to across Organizations

4. Make the desired changes and save your settings

💡 Keeping your profile information up to date helps team members identify you in collaborative environments.

Best Practices for Permission Management

1. Follow the principle of least privilege: give users only the access they need

2. Use Organization Admin roles sparingly, reserving them for trusted team leaders

3. Create project-specific roles for most team members to contain access

4. Regularly audit Organization and project memberships

5. Remove access promptly when a team member changes roles or leaves

6. Consider creating separate projects for different teams or departments

7. Use automatic domain joining for large teams to streamline onboarding

⚠️ Regularly review access permissions, especially for projects containing sensitive workflows or data, to maintain security and compliance.