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Team Collaboration & App-Level Permissions

Written by Sophie
Updated this week

Member vs. External Collaborator: The Visibility Gap

Before assigning permissions, you must understand who can see what in your Organization space:

  • Organization Members: Can see the names of all apps and their owners within the organization. This fosters internal transparency.

  • External Collaborators: Have a restricted view. They can only see and access the specific apps to which they have been explicitly invited.

Managing Team Roles (Organization Level)

Roles define a user's power over the entire organization:

  • Owner (Super Admin): The creator of the organization. Has absolute control over all apps, billing, and member settings.

  • Admin: Has high-level management rights for bots and team settings but cannot delete the organization or remove the Owner.

  • Custom Roles: Managed in the Organization Console, allowing you to tailor-fit permissions for specific departments.

App-Level Permissions: The Three Pillars

When sharing an app with a teammate or collaborator, you must choose their level of access. This is the core of secure collaboration:

  • Can Run: (The Executor) Users can execute the app and view results but cannot see or change the underlying logic/workflow.

  • Can Edit: (The Developer) Users can modify the workflow, change commands, and update settings. Perfect for co-developers.

  • Can Manage: (The Manager) Users can do everything an editor can, plus they can add/remove other collaborators or delete the app.

Permission Workflow: Request & Approval

There's a streamlined process for gaining access:

  1. Requesting: Members can browse the organization's app list and request access for any app they need.

  2. Notification: The App Owner receives an instant notification in the Octoparse AI client.

  3. Approval: The owner can approve or deny the request with one click, ensuring data stays in the right hands.

Ownership Transfer: Passing the Torch

There are times when a project needs a new lead.

  • Set as Owner: An App Owner can transfer full ownership to another member.

  • The Result: Once transferred, the original owner’s permission is automatically downgraded to "Can Manage." This is an irreversible security action (unless the new owner transfers it back).

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