Roles: who can do what
A Truchsess box has two roles. Every person has their own account.
- Administrator. The first account on the box. The portal calls it CEO administrator. There is exactly one.
- Member. Every account the administrator creates afterwards.
The header of the portal shows your name and your role, for example “Anna · member”.
Who can do what
Section titled “Who can do what”| What | Administrator | Member |
|---|---|---|
| Give a task to an installed worker (tab Chat) | Yes | Yes |
| See the list of installed workers in Chat | Yes, all | Yes, all |
| See runs (tab Runs) | All runs | Only your own runs |
| Cancel a run | Every run | Only runs you started |
| Approve or refuse a protected action (approval) | Yes | No, you see “Waiting for the CEO administrator to decide.” |
| Accept or send back a result that waits for a check | Yes | No, you see “Waiting for the owner’s check” and get the result after it is accepted |
| See and raise autonomy levels | Yes | No, you see the level on your run cards |
| Read the notices “Tells you after” | Yes | No |
| Grant or revoke a standing approval (tab Approvals) | Yes | No |
| See products (tab Products) | All products | Products assigned to you, and your pending requests |
| Add a product at once | Yes | No |
| Request a new product, or request another agent | Yes | Yes |
| See your requests and their decision (tab Requests) | Yes | Yes, your own |
| Decide product and agent requests | Yes | No |
| Change your own password (tab Your account) | Yes | Yes |
| Create user accounts and assign product access | Yes | No |
| Reset a password, disable, enable or remove a person, change a name or e-mail | Yes, for members | No |
| Choose the AI provider, the data rule and the model lanes | Yes | No |
| Install, change, update and uninstall workers | Yes | No |
| Use the store (enrol, subscribe, cancel) | Yes | No |
| Import knowledge documents | Yes | No |
| Add connections (GitHub, API keys) | Yes | No |
| Set the budget, request a top-up | Yes | No, but you see the budget banner |
| Make backups, restore, update the box | Yes | No |
| Switch remote access on or off | Yes | No |
| Use the remote address (when it is on) | Yes | Yes |
| See the company activity and the audit trail of every run | Yes | Only the audit trail of your own runs |
Only the administrator sees the tabs Approvals and Administration.
New member? Start with Your first day as a member.
Product access: owner and member
Section titled “Product access: owner and member”The administrator can give a person access to a product as Member or Owner. A person who requests a product becomes its owner when the request is approved.
In this release, owner and member see and do the same things in the portal. A product owner is not an administrator: an owner cannot install workers, approve actions or change settings.