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Roles and groups work together to control permissions across your Cassidy workspace. Roles define the level of administrative access a user has, while groups control which resources (Knowledge Bases, Agents, Workflows, Meetings) a user can access.
Only Admins can create groups and assign roles.

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Roles

Every team member has one of three roles:
RoleAccess level
MemberStandard access. Can use Agents, run Workflows, and access shared resources based on their group permissions.
AdminFull access to Organization Settings, billing, integrations, team management, and all resources.
Super AdminEverything an Admin can do, plus the ability to view private resources owned by other users.
Most team members should be Members. Reserve Admin and Super Admin for people who need to manage billing, integrations, or organization-wide settings.

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Change a user’s role

1

Open organization settings

Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
2

Go to Team Members

Click Team Members in the left sidebar. Find the user you want to update.
Team Members page showing users with role and group assignments
3

Update their role

Click the role dropdown next to the user’s name and select the new role. The change takes effect immediately.

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Groups

Groups let you organize team members and control their permissions at a granular level. Each group defines what its members can do across Cassidy’s core features.

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Group permissions

When you create a group, you configure the following general permissions:
PermissionWhat it controls
Edit / Add to Knowledge BaseCan the group’s members add, edit, or remove documents in Knowledge Bases shared with this group
Edit / Create AgentsCan the group’s members create new Agents or edit Agents shared with this group
Edit / Create WorkflowsCan the group’s members create new Workflows or edit Workflows shared with this group
Record MeetingsCan the group’s members record and manage Meetings
Invite MembersCan the group’s members invite new team members to the workspace
Groups also control access to specific resources. When you share an Agent, Workflow, Knowledge Base, or Meeting folder, you choose which groups (and individuals) can access it. See the sharing and permissions guides for each:

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Create a group

1

Open organization settings

Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
2

Go to Groups

Click Groups in the left sidebar.
Groups page in Organization Settings showing list of existing groups
3

Create a new group

Click Create Group. Give the group a descriptive name (e.g., “Sales Team”, “Marketing”, “Customer Support”).
Create Group dialog with name field
4

Set permissions

Toggle on the permissions this group should have. See the permissions table above for details on each option.
Group creation form showing permission toggles for Knowledge Base, Agents, Workflows, and more
5

Add members

Search for and select team members to add to the group. You can also add members later.
Team member row showing role and group assignment dropdowns
6

Save

Click Save to create the group.
Your group is now active. Members inherit the group’s permissions immediately.

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How multiple groups work

A user can belong to multiple groups. When they do, their effective permissions are the union of all their group permissions — they get the most permissive access from any group they belong to. For example, if a user is in the “Sales” group (which can create Agents) and the “Read Only” group (which cannot), they can create Agents because at least one of their groups grants that permission.
For most teams, a simple structure works well:
  • All Employees — Base group with read access to shared resources
  • Department groups (Sales, Marketing, Support) — Access to department-specific Agents, Workflows, and Knowledge Bases
  • Admins — Not a group per se, but a role. Admins bypass group-level restrictions for settings and management.
Avoid creating too many overlapping groups. Since permissions are additive, complex group structures can lead to users having more access than intended.

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Next steps

Invite team members

Add colleagues to your workspace and assign them to groups.

Set up SSO

Automatically assign users to groups based on your identity provider.