User Management

The Settings page allows Admins to manage users, assign roles, and control access to Chamelio.

Each user has a platform role that determines what they can access and manage within Chamelio. Some users can also be designated as Agent Users, which gives them access to Chamelio Agents..

Adding new users is a multi-step process:

1. Locate the email input field below the user list

2. Enter each email address, pressing "Enter" after each one

3. Once you've entered all email addresses, click the "Add Users" button on the right to complete the process

When new users are added, they will receive a system invitation email. This email contains instructions for accessing the system, where they can either sign in using Google/Microsoft SSO or create their own password.

Platform roles

Chamelio supports four platform roles:

Admin
Has unrestricted access and full control of the platform, including Settings and User Management.

Editor
Has broad access across the platform, including creating and managing content, but cannot manage Settings or users.

Member
Can work with existing documents, collections, and other content, with more limited creation and administrative permissions.

Viewer
Has limited platform access. Viewers can only access collections shared with them and the documents included in those collections, making this role useful for stakeholders who only need access to specific information. Viewers are also able to initiate workflows they have permission to launch.

Your platform role determines your permissions within Chamelio. It does not determine whether you have access to Chamelio Agents or whether you can submit workflow requests.

Agent Users

Agent User is an additional designation that can be assigned to an Admin, Editor, or Member.

Agent Users can access and use Chamelio Agents across supported experiences, including:

• The Chamelio application

• The Microsoft Word Add-in

• Slack

• Other supported Agent integrations

Agent User access is separate from platform roles. For example, two Members can have the same platform permissions, while only one of them is designated as an Agent User and can therefore use Chamelio Agents.

Permission Matrix