Users, roles & registration
Instance admin, workspace roles, invitations, and the registration toggle.
Two role layers: instance admin (deployment config) and workspace roles (documents). Self service sign up is off by default.
Instance admin
First registered account. Controls instance wide settings: Storage, OCR, AI, email security, and registration.
Workspace roles
| Capability | Owner | Admin | Member |
|---|---|---|---|
| View documents | Yes | Yes | Yes |
| Upload & edit documents | Yes | Yes | Yes |
| Delete documents | Yes | Yes | No |
| Manage tags, types, paths, custom properties | Yes | Yes | Read only |
| Manage workflows | Yes | Yes | Read only |
| Saved views | Yes | Yes | Own views |
| Email ingestion accounts | Yes | Yes | No access |
| Invite members & manage the workspace | Yes | Yes | No |
Owner = workspace creator. Owner and admin have the same permissions today.
Inviting people
Workspace settings → Members → invite by email. Pending invites always allow sign up, even when registration is off.
Registration
Off by default. Instance admin enables it in Settings → Registration.
Always allowed: first account, and anyone with a pending invitation.