Roles and what each can do
Every member of an organization has one role. The role decides what they can change in that organization; it has no effect on their other organizations. Syntic has five roles: Primary Owner, Owner, Administrator, Developer and Custom.
The roles
| Role | In short |
|---|---|
| Primary Owner | One per organization. An owner with the final say, shown with a badge instead of a role menu. The only person who can accept legal agreements such as a business associate agreement and turn on HIPAA mode |
| Owner | Full control of the organization, including billing and ownership changes |
| Administrator | Manages members, settings and content |
| Developer | Creates and edits agents and content |
| Custom | Gets permissions from the groups and custom roles the member belongs to |
Who can do what
| Action | Owner / Primary Owner | Administrator | Developer |
|---|---|---|---|
| Use chat and create content in the organization | Yes | Yes | Yes |
| See the plan, usage and billing pages | Yes | Yes | Yes |
| Invite new members | Yes | Yes | No |
| Re-send, suspend, restore or remove members (except owners) | Yes | Yes | No |
| Change a member between Developer and Custom | Yes | Yes | No |
| Grant or remove Administrator or Owner | Yes | No | No |
| Buy API credit, add or update the payment method, start a plan purchase | Yes | Yes | No |
| Set spend limits for individual members and groups | Yes | Yes | No |
| Turn usage credits on or off, set the credit spend limit and auto-reload | Yes | No | No |
| Set the monthly limit on automatic charges | Yes | No | No |
| Cancel the plan or manage it in the billing portal | Yes | No | No |
| Assign or unassign seats | Yes | No | No |
| Archive, restore or schedule deletion of the organization | Yes | No | No |
| Transfer the Primary Owner role | Primary Owner only | No | No |
Nobody can change their own role.
Custom roles
A member with the Custom role gets whatever their groups and custom roles grant. Each grant covers an area, such as billing, user management, analytics, compliance or organization settings, at a level of none, view or manage. To check the exact permissions of a custom member, open their row’s ⋯ menu in Settings → Members and choose View effective role. (For built-in roles this option is greyed out, because their permissions are fixed.)
Settings tabs a member has no permission for are hidden from them, for example Audit Logs, Compliance, Admin Settings and Danger zone.