> ## 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

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

<video autoPlay muted loop playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/ksg-ea85c748/mDUR7SKwJaGZ1JVT/videos/vivi_users.mp4?fit=max&auto=format&n=mDUR7SKwJaGZ1JVT&q=85&s=875a08e331d2d55bbd2264088dc24307" data-path="videos/vivi_users.mp4" />

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Monitor Activity">
    Check the **Last Sign In** column to see when each user last accessed the workspace.
  </Step>
</Steps>

***

## 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**.

<AccordionGroup>
  <Accordion title="Account Admin" icon="shield-halved">
    Full control over the entire account and all workspaces under it. Reserved for owners and senior administrators.

    <div className="perm-table">
      | Resource               | Access | Details                                                                  |
      | ---------------------- | ------ | ------------------------------------------------------------------------ |
      | **Account**            | Full   | Invite and remove account-level users, change account-wide settings      |
      | **Workspaces**         | Full   | Create, rename, and delete workspaces; manage users across any workspace |
      | **Knowledge Bases**    | Full   | Create, edit, delete; upload, update, and remove data sources and files  |
      | **Integrations**       | Full   | Create, edit, and delete integrations                                    |
      | **Agents**             | Full   | Create, configure, and delete agents                                     |
      | **Prompts**            | Full   | Create, edit, and delete prompts                                         |
      | **Skills**             | Full   | Create, edit, and delete skills                                          |
      | **Channels**           | Full   | Create, edit, and delete channels                                        |
      | **Campaigns**          | Full   | Create, schedule, and dispatch outbound campaigns                        |
      | **Scheduled Tasks**    | Full   | Configure, review, and tear down scheduled tasks                         |
      | **Evaluations**        | Full   | Run evaluations                                                          |
      | **Reports & Insights** | Full   | Manage reports and insights                                              |
      | **Tags**               | Full   | Manage tags across the workspace                                         |
      | **Billing**            | Full   | View invoices and usage; update payment methods and subscription         |
      | **Chat**               | Full   | View, send, and delete chat threads                                      |
    </div>
  </Accordion>

  <Accordion title="Workspace Admin" icon="briefcase">
    Full control over a specific workspace. Cannot access account-level settings or other workspaces.

    <div className="perm-table">
      | Resource               | Access | Details                                                                              |
      | ---------------------- | ------ | ------------------------------------------------------------------------------------ |
      | **Workspace**          | Full   | Invite, remove, and reassign roles for users within this workspace; update workspace |
      | settings               |        |                                                                                      |
      | **Knowledge Bases**    | Full   | Create, edit, delete; upload, update, and remove data sources and files              |
      | **Integrations**       | Full   | Create, edit, and delete integrations                                                |
      | **Agents**             | Full   | Create, configure, and delete agents                                                 |
      | **Prompts**            | Full   | Create, edit, and delete prompts                                                     |
      | **Skills**             | Full   | Create, edit, and delete skills                                                      |
      | **Channels**           | Full   | Create, edit, and delete channels                                                    |
      | **Campaigns**          | Full   | Create, schedule, and dispatch outbound campaigns                                    |
      | **Scheduled Tasks**    | Full   | Configure, review, and tear down scheduled tasks                                     |
      | **Evaluations**        | Full   | Run evaluations                                                                      |
      | **Reports & Insights** | Full   | Manage reports and insights                                                          |
      | **Tags**               | Full   | Manage tags across the workspace                                                     |
      | **Billing**            | Full   | View invoices and usage; update payment methods and subscription                     |
      | **Chat**               | Full   | View, send, and delete chat threads                                                  |
    </div>
  </Accordion>

  <Accordion title="Agent Manager" icon="robot">
    Designed for users who build and operate AI agents end-to-end. Has full control over the entire agentic surface of the workspace.

    <div className="perm-table">
      | Resource               | Access    | Details                                                                 |
      | ---------------------- | --------- | ----------------------------------------------------------------------- |
      | **Workspace**          | Read Only | View workspace name and basic settings; cannot invite or remove users   |
      | **Knowledge Bases**    | Full      | Create, edit, delete; upload, update, and remove data sources and files |
      | **Integrations**       | Full      | Create, edit, and delete integrations                                   |
      | **Agents**             | Full      | Create, configure, and delete agents                                    |
      | **Prompts**            | Full      | Create, edit, and delete prompts                                        |
      | **Skills**             | Full      | Create, edit, and delete skills                                         |
      | **Channels**           | Full      | Create, edit, and delete channels                                       |
      | **Campaigns**          | Full      | Create, schedule, and dispatch outbound campaigns                       |
      | **Scheduled Tasks**    | Full      | Configure, review, and tear down scheduled tasks                        |
      | **Evaluations**        | Full      | Run evaluations                                                         |
      | **Reports & Insights** | Full      | Manage reports and insights                                             |
      | **Tags**               | Full      | Manage tags across the workspace                                        |
      | **Chat**               | Full      | View, send, and delete chat threads                                     |
    </div>
  </Accordion>

  <Accordion title="Content Manager" icon="database">
    Designed for users who curate knowledge bases, integrations, and tags. Can view the agentic surface but cannot modify it.

    <div className="perm-table">
      | Resource               | Access    | Details                                                                 |
      | ---------------------- | --------- | ----------------------------------------------------------------------- |
      | **Workspace**          | Read Only | View workspace name and basic settings; cannot invite or remove users   |
      | **Knowledge Bases**    | Full      | Create, edit, delete; upload, update, and remove data sources and files |
      | **Integrations**       | Full      | Create, edit, and delete integrations                                   |
      | **Tags**               | Full      | Manage tags across the workspace                                        |
      | **Agents**             | Read Only | View agents and their configurations                                    |
      | **Prompts**            | Read Only | View prompts                                                            |
      | **Skills**             | Read Only | View skills                                                             |
      | **Channels**           | Read Only | View channels                                                           |
      | **Scheduled Tasks**    | Read Only | View scheduled tasks                                                    |
      | **Evaluations**        | Read Only | View evaluations                                                        |
      | **Reports & Insights** | Read Only | View reports and insights                                               |
      | **Chat**               | Full      | View, send, and delete chat threads                                     |
    </div>
  </Accordion>

  <Accordion title="Agent Reader" icon="eye">
    Read-only mirror of Agent Manager. Designed for auditors, QA reviewers, and stakeholders who need to inspect agents and the surrounding configuration without making changes. Carries full thread administration so they can review and clean up conversation history.

    <div className="perm-table">
      | Resource               | Access    | Details                                                               |
      | ---------------------- | --------- | --------------------------------------------------------------------- |
      | **Workspace**          | Read Only | View workspace name and basic settings; cannot invite or remove users |
      | **Knowledge Bases**    | Read Only | View knowledge bases and data sources                                 |
      | **Integrations**       | Read Only | View integrations                                                     |
      | **Agents**             | Read Only | View agents and their configurations                                  |
      | **Prompts**            | Read Only | View prompts                                                          |
      | **Skills**             | Read Only | View skills                                                           |
      | **Channels**           | Read Only | View channels                                                         |
      | **Campaigns**          | Read Only | View campaigns                                                        |
      | **Scheduled Tasks**    | Read Only | View scheduled tasks                                                  |
      | **Evaluations**        | Read Only | View evaluations                                                      |
      | **Reports & Insights** | Read Only | View reports and insights                                             |
      | **Tags**               | Read Only | View tags                                                             |
      | **Chat**               | Full      | View, send, and delete chat threads                                   |
    </div>
  </Accordion>

  <Accordion title="Campaign Manager" icon="bullhorn">
    Designed for users who own outbound campaigns end-to-end. Reads adjacent data needed to configure campaigns (channels, reports, agents) but does not manage them.

    <div className="perm-table">
      | Resource               | Access    | Details                                                                                  |
      | ---------------------- | --------- | ---------------------------------------------------------------------------------------- |
      | **Workspace**          | Read Only | View workspace name and basic settings; cannot invite or remove users                    |
      | **Campaigns**          | Full      | Create, schedule, and dispatch outbound campaigns; manage contacts and suppression lists |
      | **Channels**           | Read Only | View channels available for campaign delivery                                            |
      | **Reports & Insights** | Read Only | View campaign reports                                                                    |
      | **Agents**             | Read Only | View agents and their configurations                                                     |
    </div>
  </Accordion>

  <Accordion title="Report Admin" icon="chart-line">
    Designed for users who own reports and insights. Reads the data that feeds reports (evaluations, agents) and carries full thread administration to inspect and clean up conversation history.

    <div className="perm-table">
      | Resource               | Access    | Details                                                               |
      | ---------------------- | --------- | --------------------------------------------------------------------- |
      | **Workspace**          | Read Only | View workspace name and basic settings; cannot invite or remove users |
      | **Reports & Insights** | Full      | Create, run, and delete reports and insights                          |
      | **Evaluations**        | Read Only | View evaluations                                                      |
      | **Agents**             | Read Only | View agents and their configurations                                  |
      | **Chat**               | Full      | View, send, and delete chat threads                                   |
    </div>
  </Accordion>

  <Accordion title="Billing Admin" icon="credit-card">
    Finance-only role. Can only access billing and basic workspace information. Has no access to agents, data, or chats.

    <div className="perm-table">
      | Resource      | Access    | Details                                                               |
      | ------------- | --------- | --------------------------------------------------------------------- |
      | **Workspace** | Read Only | View workspace name and basic settings; cannot invite or remove users |
      | **Billing**   | Full      | View invoices and usage; update payment methods and subscription      |
    </div>
  </Accordion>

  <Accordion title="Chat User" icon="message">
    Basic end-user role for interacting with agents. Cannot modify any workspace settings, data, or agents.

    <div className="perm-table">
      | Resource      | Access    | Details                                                               |
      | ------------- | --------- | --------------------------------------------------------------------- |
      | **Workspace** | Read Only | View workspace name and basic settings; cannot invite or remove users |
      | **Agents**    | Read Only | View agents and their configurations                                  |
      | **Chat**      | Full      | View, send, and delete chat threads                                   |
    </div>
  </Accordion>
</AccordionGroup>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Least Privilege" icon="lock">
    Only assign the access needed for a user's role. Avoid over-provisioning permissions.
  </Card>

  <Card title="Review Regularly" icon="rotate">
    Periodically review assigned roles to ensure responsibilities still align with permissions.
  </Card>

  <Card title="Remove Inactive Users" icon="user-minus">
    Free up seats and reduce security exposure by removing users who are no longer active.
  </Card>

  <Card title="Keep Two Account Admins" icon="user-shield">
    Always maintain at least **two Account Admins** to avoid losing administrative access.
  </Card>
</CardGroup>