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Roles and permissions

Roles and permissions

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Understand each role and control who can build, run, and view automations.

Roles control who can build, run, and view automations in your workspace.

Roles

  • Owner: full control, including billing, security settings, and deleting the workspace.

  • Admin: manages members, integrations, API keys, and settings.

  • Builder: creates, edits, and enables automations, and accepts AI suggestions.

  • Viewer: can see automations and run history, but can't change anything.

Change a role

  1. Open Settings โ†’ Members.

  2. Find the person.

  3. Choose a new role from the menu.

Single sign-on

SSO and SCIM provisioning are available on the Business plan, so access follows your identity provider automatically.

Tip: give people the lowest role that lets them do their job. You can always raise it later.

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ยฉ 2026 Shard Intelligence, Inc. All rights reserved.

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ยฉ 2026 Shard Intelligence, Inc. All rights reserved.

Engineered for high-velocity software and infrastructure organizations.

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