Orgs, Workspaces, Projects and Sharing

Once you get setup with an account and gain access, you’ll notice that RevealAI has a fairly standard permissions structure that includes Orgs, Workspaces, Projects and Users (Members & Guests)

Orgs, Workspaces, and Projects

At the very top of the hierarchy are Orgs. Your Org will always have one owner and potentially several members. Within an org you can have multiple Workspaces to organize your Projects. There is always a default workspace created with your org but you can create as many as you’d like. Projects are the container for an individual research project.

Access to these resources flows downwards along with a users Role. Those who have access at the org level also get access to any workspace (and thus any projects in those workspaces). Anyone with access to a single Workspace would get access to any projects in that workspace. In short you can share access at any level (org, workspace, or project) and that will allow access to that resource and any resources contained within it.

Users and Roles

Owner

Owners are the main point of contact for an org and have permissions to make any changes to the org including the transfer of ownership to another member. There is only one owner of each resource

Roles

When sharing access to an org, workspace or project you can select the users role from Editor, Viewer, or Limited Viewer depending on what you’d like them to be able to do. Remember that if you share an org or workspace it also applies to all the things contained within it.

Editors can create, view and edit projects

Viewers can view, but can’t edit or create, projects.

Limited Viewers can view only the results from a project and cannot edit. This is useful for providing access to an end client who might want to see some of the results or use the Chat With Your Data feature

Guests

Guests are users that have access to specific projects, but will still appear as part of your org access settings. For example, if you grant access to “My Favorite Project” to “User #1” they will be listed as a guest at the Org level, but will only have access to that one project and no other projects in the Org unless explicitly granted access. Guest access is not something you explicitly set, it results when a user has access to something within the org but not access at the org level itself.