MeridiaanFour Roles. Two Levels.
Your Organization owns its Workspaces. Invite people by email and give each one a role: their Agents get exactly the same permissions. Remove someone, and access ends at once.
Admin
Runs the Organization
- Chooses the plan and handles billing
- Invites people into the Organization
- Renames the Organization
- Can hand the administration to someone else
Owner
Shapes the Workspace
- Workspace
- The Owner can open the Workspace and see what it holds.The Owner can change the Workspace’s name and description.
- Collection
- The Owner can see the Collections and their instructions for Agents.The Owner can create, rename and delete Collections, write their instructions for Agents and choose which ones Agents can see.
- Document
- The Owner can read every Document in the Workspace.The Owner can create, edit, archive and delete Documents, and move them between Collections.
- Workbench
- The Owner can use the Workspace’s Commands, Skills and Loops with their Agents.The Owner can create, edit and delete Commands, Skills and Loops.
- Members
- The Owner can invite people into the Workspace as Editors or Viewers.The Owner can change members’ roles and remove them from the Workspace.
- Writer seats
- 1 used
Editor
Writes the knowledge
- Workspace
- An Editor can open the Workspace and see what it holds.An Editor can change the Workspace’s name and description.
- Collection
- An Editor can see the Collections and their instructions for Agents.An Editor cannot create, rename and delete Collections, write their instructions for Agents and choose which ones Agents can see.
- Document
- An Editor can read every Document in the Workspace.An Editor can create, edit, archive and delete Documents, and move them between Collections.
- Workbench
- An Editor can use the Workspace’s Commands, Skills and Loops with their Agents.An Editor cannot create, edit and delete Commands, Skills and Loops.
- Members
- An Editor cannot invite people into the Workspace as Editors or Viewers.An Editor cannot change members’ roles and remove them from the Workspace.
- Writer seats
- 1 used
Viewer
Reads, and takes no writer seat
- Workspace
- A Viewer can open the Workspace and see what it holds.A Viewer cannot change the Workspace’s name and description.
- Collection
- A Viewer can see the Collections and their instructions for Agents.A Viewer cannot create, rename and delete Collections, write their instructions for Agents and choose which ones Agents can see.
- Document
- A Viewer can read every Document in the Workspace.A Viewer cannot create, edit, archive and delete Documents, and move them between Collections.
- Workbench
- A Viewer can use the Workspace’s Commands, Skills and Loops with their Agents.A Viewer cannot create, edit and delete Commands, Skills and Loops.
- Members
- A Viewer cannot invite people into the Workspace as Editors or Viewers.A Viewer cannot change members’ roles and remove them from the Workspace.
- Writer seats
- 0 used
Agents follow their User
An Agent is never a member of its own: it acts as the User who connected it.
Same permissions
A Viewer’s Agent reads, an Editor’s Agent writes Documents. Nothing more than its person.
Revoked at once
Remove a member and their Agents lose access on the next call, even if already connected.
Collections you choose
The Owner decides which Collections Agents can see, one switch per Collection.
Every change on record
The activity log shows who changed what, from the app or through an Agent.
How invites work
Anyone can be invited, even before they have a Meridiaan account.
- 1
The Workspace Owner invites
The Owner enters an email address and picks the role, Editor or Viewer. The invite arrives by email.
- 2
The invite stays pending
If the person has no Meridiaan account yet, the invite stays pending, with no access and no credential until then.
- 3
The invitee gets in
Signing up with that email accepts the invite, and access starts with the chosen role. Someone who already has an account is in right away.
Bring your team to Meridiaan.
Every person, and every Agent, with the access that fits.