Legend:
✔ - has view, can modify or has access.
✖ - opposite.
View - View only.
Modify - can either Add/Edit/Delete.
Full - Collect, Extract, Validate and Refine.
KB = Knowledge Base and Tofie Ai.
Organization Level
This section contains the primary settings and configurations for the entire organization. It is where administrators and owners can manage high-level preferences, including organization details, member roles, integrations, and billing.
Summary (Page)
Organization Roles | Billing | Needs Review | Recent Activities | Extraction Statistics |
Owner | ✔
| ✔
| ✔
| ✔
|
Admin | ✖
| ✔
| ✔
| ✔
|
Contributor | ✖
| ✔
| ✔
| ✔
|
Collaborator | ✖
| ✔
| ✔
| ✔
|
Billing | ✔
| ✔
| ✔
| ✔
|
Settings (Page)
Role | General Tab | Members Tab | Entity Roles Tab | Billing Tab | Features Tab |
Owner | Rename org name | Modify | View | Full access (view, subscribe, add card) | Full access |
Admin | View only
| Modify | View
| ✖ | ✖ |
Contributor | View only
| View
| View
| ✖ | ✖ |
Collaborator | View only | View
| view | ✖ | ✖ |
Billing | View only | View
| View | Full access (view, subscribe add card) | ✖ |
Entity Level
This section manages settings specific to each individual entity. Both Owner and Admin roles have full access to all features and configurations within this page.
Manager (Contributor, Collaborator, Billing) Permissions
Create Entity | View Entities | Entity Info | Members | Connect App | KB | File Action |
✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
Viewer (Contributor, Collaborator, Billing) Permissions
Create Entity | View Entities | Entity Info | Members | Connect App | KB | File Action |
✖ | Assigned only | ✖ | View | View | View | Limited |
✖ | Assigned only | ✖ | View | View | View | Limited |
✖ | Assigned only | ✖ | View | View | View | Limited |