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User Roles & Access Control

DMOps.ai uses role-based access control (RBAC) to manage what each human user can see and do in the system.


Built-in roles

RoleAccess
AdminFull access — org chart, agents, integrations, settings, billing
ManagerCan create and assign tasks, view agent status and traces, approve inbox items
MemberCan create tasks, view the task board, manage their own inbox items
Read-onlyCan view the task board and inbox but cannot create or modify anything

Inviting users

  1. Go to Settings → Users.
  2. Click + Invite User.
  3. Enter the user's email address.
  4. Select their role.
  5. Click Send Invite.

The user receives an email with a sign-in link. On first login they set their password.


Changing a user's role

  1. Go to Settings → Users.
  2. Click the user's name.
  3. Change the Role dropdown.
  4. Click Save.

The change takes effect immediately — no need to ask the user to log out.


Removing a user

  1. Go to Settings → Users.
  2. Click the user's name.
  3. Click Remove User → confirm.

The user's login is revoked immediately. Their task history and audit entries are preserved.


Custom roles

Coming soon

Custom roles with fine-grained permissions (e.g. can approve Jira tasks but not ERP tasks) are on the roadmap.


Authentication

DMOps.ai currently supports username/password authentication via HTTP Basic Auth. Enterprise SSO (SAML/OIDC) support is on the roadmap.

API access

Users who need programmatic access can use an API key. See the Authentication guide for how to generate and use API keys.


Multi-tenant isolation

Each DMOps.ai deployment is a single tenant. Users from one tenant cannot see or access data from another tenant. If you are a partner managing multiple clients, each client has a fully isolated deployment.

See the Partner Guide for how to provision and manage multiple tenants.