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.
Role | Create Entity | DeleteEntity | View Entities | Entity Info | Members | Connect App | KB | File Action |
Owner | ✔ | ✔ | Full | Full | Full | Full | Full | Full |
Admin | ✔ | ✔ | Full | Full | Full | Full | Full | Full |
Manager (Contributor, Collaborator, Billing) Permissions
Role | Create Entity | DeleteEntity | View Entities | Entity Info | Members | Connect App | KB | File Action |
Contributor | ✔ | ✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
Collaborator | ✖ | ✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
Billing | ✖ | ✖ | Assigned only | Modify | Modify but Limited | Modify | Modify | Full |
Viewer (Contributor, Collaborator, Billing) Permissions
Role | Create Entity | DeleteEntity | View Entities | Entity Info | Members | Connect App | KB | File Action |
Contributor | ✖ | ✖ | Assigned only | ✖ | View | View | View | Limited |
Collaborator | ✖ | ✖ | Assigned only | ✖ | View | View | View | Limited |
Billing | ✖ | ✖ | Assigned only | ✖ | View | View | View | Limited |