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Overview

The Corvic Platform provides flexible user access and permission management to ensure secure collaboration while maintaining appropriate access controls.

User Roles

Organization Admin

Organization admins have full access to:
  • All data rooms in the organization
  • User management
  • Organization settings
  • Billing and subscription

Room Admin

Room admins can:
  • Manage room settings
  • Control room access
  • Manage data sources, Corvic Tables, spaces, and agents
  • View room analytics

Room Member

Room members can:
  • View room contents
  • Create and manage Corvic Tables, spaces, and agents
  • Upload data sources (if permitted)
  • Query agents

Viewer

Viewers have read-only access:
  • View room contents
  • Query agents
  • View analytics
  • Cannot make changes

Managing Users

Inviting Users

  1. Navigate to User Access settings
  2. Click “Invite User”
  3. Enter user email
  4. Select role
  5. Send invitation

Assigning Roles

  1. Go to user list
  2. Select user
  3. Change role
  4. Save changes

Removing Users

  1. Select user
  2. Click “Remove”
  3. Confirm removal
Removing a user will revoke their access immediately. Ensure you have appropriate backups of their work.

Permissions

Room-Level Permissions

Control access at the room level:
  • View: Can view room contents
  • Edit: Can create and modify resources
  • Admin: Can manage room settings and access

Resource-Level Permissions

Fine-grained control over specific resources:
  • Corvic Tables
  • Spaces
  • Agents
  • Data sources

Access Control Best Practices

Principle of Least Privilege

  • Grant minimum necessary permissions
  • Regularly review access
  • Remove unused access

Role-Based Access

  • Use predefined roles when possible
  • Create custom roles for specific needs
  • Document role responsibilities

Regular Audits

  • Review user access regularly
  • Check for inactive users
  • Verify appropriate permissions

Admin Console

Learn about administrative features.