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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

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.