Documentation Index
Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt
Use this file to discover all available pages before exploring further.
UponAI uses role-based access control (RBAC) to keep your workspace secure. Each member is assigned one of three system roles.
System Roles
Full control over workspace resources and members. Complete access to all features including billing, user management, and workspace settings.Can:
- Invite, remove, and change roles for members
- View and manage billing: usage, invoices, payment methods, subscriptions
- Create, edit, and delete agents, conversation flows, LLMs, knowledge bases, voices, and folders
- Configure developer settings
- Access all data including raw transcripts and recordings
- Manage telephony settings
- Update or delete the workspace
Cannot:
- Nothing — Admins have full permissions
Full functional access to build and test agents, view raw data, and manage developer settings. Cannot manage billing or organization users.Can:
- Build and edit agents, flows, LLMs, knowledge bases, voices
- Test and simulate; manage test cases and playground
- View raw logs, transcripts, recordings, and analytics
- Create exports; run calls and batch calls
- Manage API/public keys and webhooks; adjust concurrency/CPS
Cannot:
- Manage billing (usage, invoices, payment methods, subscriptions)
- Invite, remove, or change member roles
- Update or delete the workspace
Read-only access to agents, testing artifacts, scrubbed history, and analytics. Cannot make changes or view sensitive data.Can:
- View agents and configurations (read-only)
- View tests, playground threads, and analytics
- View scrubbed history; batch calls and phone resources
- List workspace members
Cannot:
- Create, edit, or delete resources
- Start calls/chats, run simulations, or change playground settings
- Access API/public keys, webhooks, or raw transcripts/recordings
- Manage billing, settings, or team members
Managing Users
Invite a user — Go to workspace user management and invite a member with a specific role.
Change a user’s role — Select an active user and update their role.
Remove a user — Remove a user from your workspace at any time.