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A role is a named bundle of permissions. People can hold several roles at once — their effective access is the union of everything those roles allow.

Where to find it: Members & Roles → Roles

You need the Manage roles permission (role:manage) to create or edit custom roles. Built-in roles are always visible; only custom roles can be changed.

Built-in roles

Every organization starts with five system roles. They can’t be edited or deleted. Elaichi keeps their permissions in sync when the product adds new capabilities.

Role Who it’s for What it can do
Org Owner The people ultimately responsible for the workspace Everything in the permission catalog. At least one member must always hold this role.
Org Admin Day-to-day administrators Everything in the permission catalog (same capabilities as Owner today).
Team Admin Leads who run teams and tooling without owning org settings Manage teams and members; work with connectors, connections, toolboxes, and MCP servers; use and approve the assistant. Cannot change org settings, roles, SSO, billing-related settings, restrictions, audit access, API tokens, or logging destinations.
Member Default for new people (invites, domain join, and SCIM when no other role is mapped) Browse connectors; create personal connections, toolboxes, and MCP servers; share toolboxes; use and approve the assistant. Cannot create shared (team/org) connections or manage other people’s resources.
Viewer Read-only guests Browse the connector catalog and use the assistant. Cannot connect accounts or change anything.
Info

Org Owner and Org Admin currently grant the same permissions. Owner is reserved for future organization-level actions (such as deletion) and for the “last owner can’t leave” rule — keep at least one Owner even if you also use Admin.

Permissions by built-in role

Permission Owner Admin Team Admin Member Viewer
org:manage
team:manage
member:manage
role:manage
connector:read
connector:create
connector:share
connection:create
connection:create_shared
connection:manage
toolbox:create
toolbox:share
toolbox:manage
mcp:create
mcp:manage
restriction:manage
restriction:override
audit:read
api_token:manage
sso:manage
logging:manage
assistant:use
assistant:manage
assistant:approve

Permission catalog

These are the permissions you can tick when creating a custom role. The role editor groups them the same way.

Organization

Permission What it allows
org:manage Edit the organization name, short URL name, logo, and verified domains.

People

Permission What it allows
team:manage Create and edit teams, and manage who belongs to them.
member:manage Invite people, change roles, and remove members.
role:manage Create custom roles and choose which permissions they include.

Connectors

Permission What it allows
connector:read View the connector catalog.
connector:create Author custom connectors for the organization.
connector:share Share custom connectors with teams or the whole organization.

Connections

Permission What it allows
connection:create Connect accounts for personal (user-scoped) use.
connection:create_shared Connect accounts owned by a team or the whole organization.
connection:manage Reconnect or delete any connection in the organization.

Toolboxes

Permission What it allows
toolbox:create Create toolboxes and add tools to them.
toolbox:share Share toolboxes with members, teams, or the organization.
toolbox:manage Edit or delete other members’ toolboxes.

MCP servers

Permission What it allows
mcp:create Publish MCP endpoints from toolboxes.
mcp:manage Edit, rotate, or revoke other members’ MCP endpoints.

Governance

Permission What it allows
restriction:manage Limit which connectors and tools roles or members can use.
restriction:override Bypass role-level restrictions when needed.
audit:read See privileged actions across the organization.

Settings & security

Permission What it allows
api_token:manage Create and revoke organization API tokens.
sso:manage Configure SSO, SCIM tokens, and group-to-role mappings.
logging:manage Forward organization events to your logging tools.

Assistant

Permission What it allows
assistant:use Chat with the AI assistant and run approved actions.
assistant:manage Configure provider keys, models, and assistant settings.
assistant:approve Approve or reject write and destructive assistant actions.

Create a custom role

  1. Open Members & Roles → Roles.
  2. Choose Create (or edit an existing custom role).
  3. Name it after the job, such as “Support lead” or “Read-only analyst”.
  4. Tick the permissions from the catalog above.
  5. Save. Assign the role to people from People, or map it from SCIM groups under Settings → SSO.

You'll know it worked when: People with that role see the screens and actions you intended, and nothing more.

How roles combine with other access

Roles are only one layer:

What must line up for a tool to run
flowchart TD
  Ask["Agent asks for a tool"] --> Role["Role permissions<br/>may they use MCP / connectors?"]
  Role --> Share["Resource share<br/>view / use / edit on toolbox"]
  Share --> Restrict["Restrictions<br/>connector or tool allow/block"]
  Restrict --> Run["Tool runs<br/>through their connections"]
  • Roles decide which actions someone may take in the app (create a connection, manage SSO, and so on).
  • Restrictions can still hide specific connectors or tools from a role, even if the role has connector:read.
  • Sharing on a toolbox or custom connector decides whether someone can view, use, or edit that particular resource.

Someone needs the permission and any required share and to clear restrictions before a tool is actually usable through MCP.

Good to know

  • People can hold multiple roles; permissions add up.
  • Changes apply immediately — including to people who are already signed in, and to API tokens or MCP servers that run as them.
  • Built-in roles can’t be edited. Copy the idea into a custom role instead.
  • The last Org Owner can’t be removed or demoted until someone else is an Owner.
  • New joiners (invite, verified-domain join, or SCIM without a group mapping) get Member by default unless you choose another role.
Tip

Start from Member or Viewer and add only what the job needs. It’s easier to grant one more permission later than to unwind a broad Admin assignment.