Documentation Index Fetch the complete documentation index at: https://docs.vivi.bot/llms.txt
Use this file to discover all available pages before exploring further.
Users are the individuals who have access to the VIVI platform. Each user is assigned a role that determines what they can view and manage inside the platform. Proper user management ensures that you have control and accountability.
Managing Users
Invite a User
Send an invitation to their email address. You can either invite users to be an Account Admin using the Manage Account page, or invite users with workspace level permissions by going to the Users tab.
Assign a Role
Define what each user can do by assigning them one of the available roles. See the table below for an in-depth breakdown.
Manage Seats
Workspaces have a limited number of seats . You can track usage at the top of the Users page or from the Users widget on the Home page.
Monitor Activity
Check the Last Sign In column to see when each user last accessed the workspace.
Roles and Permissions Each role controls access to a specific set of platform features. Roles are scoped either to the entire account or to an individual workspace .
Full control over the entire account and all workspaces under it. Reserved for owners and senior administrators.
Invite and remove account-level users
Change account-wide settings and configuration
Create, rename, and delete workspaces
Invite, remove, and reassign roles for any user in any workspace
Create, edit, and delete knowledge bases
Upload, update, and remove data sources and files
Create, configure, and delete agents
Edit prompts, skills, channels, and integrations
View invoices and usage
Update payment methods and manage the subscription plan
View all chat threads across the workspace
Send messages and create new chat threads
Delete chat threads
Full control over a specific workspace. Cannot access account-level settings or other workspaces.
Invite, remove, and reassign roles for users within this workspace
Update workspace settings
Create, edit, and delete knowledge bases
Upload, update, and remove data sources and files
Create, configure, and delete agents
Edit prompts, skills, channels, and integrations
View invoices and usage
Update payment methods and manage the subscription plan
View all chat threads across the workspace
Send messages and create new chat threads
Delete chat threads
Designed for users who build and maintain AI agents. Can read data sources but cannot modify them.
View workspace name and basic settings
Cannot invite or remove users
View knowledge bases and data sources
Cannot upload, edit, or delete any data
Create, configure, and delete agents
Edit prompts, skills, channels, and integrations
View all chat threads across the workspace
Send messages and create new chat threads
Designed for users who manage knowledge bases and data. Can view agents but cannot modify them.
View workspace name and basic settings
Cannot invite or remove users
Create, edit, and delete knowledge bases
Upload, update, and remove data sources and files
View agents and their configurations
Cannot create, edit, or delete agents
View all chat threads across the workspace
Send messages and create new chat threads
Finance-only role. Can only access billing and basic workspace information. Has no access to agents, data, or chats.
View workspace name and basic settings
Cannot invite or remove users
View invoices and usage
Update payment methods and manage the subscription plan
Basic end-user role for interacting with agents. Cannot modify any workspace settings, data, or agents.
View workspace name and basic settings
Cannot invite or remove users
View agents and their configurations
Cannot create, edit, or delete agents
View all chat threads across the workspace
Send messages and create new chat threads
Best Practices
Least Privilege Only assign the access needed for a user’s role. Avoid over-provisioning permissions.
Review Regularly Periodically review assigned roles to ensure responsibilities still align with permissions.
Remove Inactive Users Free up seats and reduce security exposure by removing users who are no longer active.
Keep Two Account Admins Always maintain at least two Account Admins to avoid losing administrative access.
