Managing Users and Roles

Control who can access your Crow's Nest organization and what they can do.

Required role: Admin

Roles

Role	Capabilities
Admin	Full access to everything: create/edit/delete all widgets, dashboards, and connections. Manage organization settings, users, configs, and example prompts.
Member	Create and edit their own widgets, dashboards, and connections. Can only use data source configs that an admin has granted them access to.
View-Only	View dashboards and widgets. Cannot create, edit, or delete any artifacts.

Inviting users

1. Go to Organization Settings → Users tab.
2. Click Invite User.
3. Enter the user's email address.
4. Select a role: Admin, Member, or View-Only.
5. Click Send Invite.

The user will receive an email invitation. Until they accept, they appear in a Pending Invitations section.

Changing a user's role

1. Go to Organization Settings → Users tab.
2. Find the user in the list.
3. Click their current role to change it.
4. Select the new role.

Role changes take effect immediately.

Granting config access

Members only see data source configs that you explicitly grant them access to. After inviting a member:

1. Go to the Users tab in Organization Settings.
2. Find the user and open their config access settings.
3. Check the configs they should be able to use.

Admins automatically have access to all configs. View-only users don't need config access since they can't create connections.

See Config Access and Permissions for more details on how access cascades.

Removing users

1. Go to Organization Settings → Users tab.
2. Find the user and click Remove.

Removing a user revokes their access immediately. Widgets, dashboards, and connections they created remain in the organization.