Role-Based Access Control (RBAC)

Contextual AI is excited to introduce Role-Based Access Control (RBAC). RBAC is exclusive to customers on our Provisioned Throughput plan. Please contact your account team for more information. Admins can now define custom roles with tailored permission bundles across key objects — including Agents, Datastores, Billing, and other administrative features. Permissions can be scoped to specific Agents or Datastores, enabling finer-grained governance so every team member has the right level of access for their role. Groups make access management even simpler: add multiple users to a Group, then assign that Group to a Role.

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Roles

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Navigating to the Roles Page

First, click Settings under Admin in the side-panel. Next, click Roles under Access Control.

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Default Roles

Your tenant comes with three default roles:

• Admin: Default role with full access to agents, datastores, and workspace settings.
• User: Default role that every new user is automatically assigned to. This role does not come with any access to agents or datastores.
• Power User: Default role that grants read access to all agents and datastores.

By default, all new users are given the User role. They won’t be able to access agents or datastores until they’re assigned a Role with higher-level permissions.

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Creating a Custom Role

You can create custom roles to meet your governance needs. Here are examples of custom roles you can create:

• Billing Admin – Access to billing and usage features
• Data Ingestor – Manage and ingest documents within specific Datastores
• Agent User – Query and interact with designated Agents
• Agent Admin – Maintain and optimize designated Agents

First, click “New Role” in the Roles page. Second, input a Role Name and Description. Click “Create role”.

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Configuring Role Permissions

After creating a Role, you will be automatically directed to the Role page. The first tab is for you to configure permissions. Click “Add Permission” to associate a permission with the Role. You will need to select what type of object you want to grant access to. You have three options:

• Agents: Select this to give permissions on an agent
• Datastores: Select this to give permissions on a Datastore
• Admin Tools: Select this to give access to admin functions like billing and annotating feedback.

You can then configure permissions relevant to the object type you selected.

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Configuring Agent Permissions

On the left, you’ll see a list of available permissions. Each defines what actions the Role can take.

• Query Agents: This permission will let assigned users query the agent.
• Manage Agents: This permission will let assigned users query the agent and edit its configs. It is a superset of Query Agents.
• Create Agents: This permission will let assigned users create an agent.

On the right, you’ll see the objects these permissions apply to.

• For Query Agents and Manage Agents, you can select specific agents or select All Agents.
• TheCreate Agents permission will apply globally.

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Configuring Datastore Permissions

On the left, you’ll see a list of available permissions. Each defines what actions the Role can take.

• Read Documents: This permission will let assigned users see the datastore and read documents inside.
• Manage Documents: This permission will let assigned users read documents, as well as upload/delete them. It is a superset of Read Documents.
• Manage Datastores: This permission will let assigned users manage documents, as well as edit the datastore configs. It is a superset of Manage Documents.
• Create Datastores: This permission will let assigned users create a datastore.

On the right, you’ll see the objects these permissions apply to.

• For Read Documents , Manage Documents and Manage Datastores, you can select specific datastores or select All Datastores.
• TheCreate Datastores permission will apply globally.

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Configuring Admin Permissions

On the left, you’ll see a list of available permissions. Each defines what actions the Role can take.

• Create Agents: This permission will let assigned users create an agent.
• Create Datastores: This permission will let assigned users create a datastore.
• Manage Billing & Usage: This permission will let assigned users view and configure the Billing page.
• Manage Feedback Annotation: This permission will let assigned users view and annotate agent-level feedback.

All these permissions apply globally.

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Review your Permissions

Review all the permissions that you have provisioned for the Role. You can add more permissions or remove existing ones by clicking on the three dots beside each permission and clicking “Remove”.

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Assigning a User to a Role

To assign a user to the Role, click the Assigned Users tab in the Roles Page. Next, click “Assign Users”. You’ll be able to select multiple users to add to the role. Click “Confirm”. Third, review the users you’ve added. You can add more users or remove existing ones by clicking on the three dots beside a user and clicking “Remove”. You’re all set! The assigned users now have the access defined in this Role.

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Dealing with Role Conflicts

If a user is assigned to two roles with different permissions on the same object, we will take the union of permissions. Example:

• User is assigned to Role A which is given Query Agents on All Agents
• User is also assigned to Role B which is given the higher-level Manage Agents on Agent A.
• Outcome:
  • User will have Manage Agents on Agent A
  • User will have Query Agents on every other agent.

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Managing Roles

After creating a Role, you can return to its configuration page at any time. To do so, navigate to the Roles page and click on the Role you want to edit. You can also delete a Role by clicking on the three dots beside it and clicking “Delete”.

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Creating Agents and Datastores

If a user has created an Agent or Datastore, an owner Role will automatically be created with Manage Agent or Manage Datastore permissions. The user will automatically be assigned to that Role.

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Groups

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Navigating to the Groups page

Groups can help simplify access management. You can add multiple users to a Group and assign the Group to a Role. First, click Settings under Admin in the side-panel. Next, click “Groups” under “Access Control”.

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Creating a Group

Click “New Group”. Fill in Group Name and Description Click “Create group”. You’ll be automatically redirected to the Group page.

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Assigning Users to the Group

Click the tab “Assigned Users”. Click “Assign Users” and select the users you want to include in the Group. Click “Confirm”. Review the users you have added. You can add more users to the Group or remove existing users by clicking the three dots and clicking “Remove”.

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Associating a Group with a Role

Navigate to the first tab: “Roles”. Click “Add Roles”. You can select roles to associate with your Group. Click “Add Roles”. You can add more roles or remove existing ones by clicking on the three dots and clicking “Remove”. You’re set! Members of the Group now have have the access defined in the attached Roles.

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Managing a Group

After creating a Group, you can return to its configuration page at any time. To do so, navigate to the Groups page and click on the Group you want to edit. You can also delete a Group by clicking on the three dots beside it and clicking “Delete”.

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User Management

You can view the roles and groups associated with each user. First, navigate to Members in the Access Control tab. You will see the list of members in your workspace. To see the roles assigned to the user, click the Expand button in the Roles column. You will see (i) the assigned roles, (ii) the permissions included in each role, and (iii) whether it was assigned directly to the user or inherited via group membership. You can also open up the Role Page with the top-left button. To see the groups that the user belongs to, click the Expand button in the Groups column. You will see (i) the user’s groups and (ii) the roles associated with each group. You can also open up the Group Page with the top-left button.