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Roles control what each person in your workspace can see and do. Scout includes four system roles. Owners can also create custom roles with a specific set of permissions.

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Open the Roles page

In Scout Studio, open the workspace switcher and choose Settings, then choose Roles.
The Settings > Roles page with a permissions search field, an Owner role selected, and a list of resources with access levels
Owners can create, edit, and delete custom roles. Admins can open the same page and review every role, but cannot change them. If you don’t see Roles in Settings, ask an Admin or Owner to review access for you.
Pick a role from the dropdown. System roles and custom roles appear in separate groups. Use Search permissions… to filter the list. Each row is a resource, with granted actions on the left and an access level on the right (View, Edit, Full access). System roles include a short summary of how they build on the role below them. For Owner, that reads Everything Admin can do, plus 10 additions. You cannot edit those levels on a system role.

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System roles

You cannot edit or delete the four system roles. Each role includes everything the role below it can do, plus more.
Assign Member to people who should run agents without changing them. Assign Editor to people who should author agents and workflows.

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Create a custom role

Only an Owner can create a custom role. Custom roles do not inherit from a system role.
The Create role dialog with Name, optional Description, Quick start chips, and a searchable permissions list
1

Open Roles settings

Open the workspace switcher, choose Settings, then choose Roles.
2

Start a new role

Click New Role. The Create role dialog opens.
3

Name the role

Enter a Name (required), for example Support Agent. Add an optional Description.
4

Choose permissions

Use a Quick start chip (Read-only, Editor, or Full access) to apply a starting set, then check or uncheck individual permissions. Search to find a resource. The footer shows how many permissions are selected.
5

Create the role

Click Create role. The button stays disabled until the role has a name and at least one permission. The new role appears in the role dropdown and is ready to assign on Members.

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Permission levels

For each resource, choose a level. Switch to Custom if you need to pick exact actions. On the Roles page, Owners can change these levels inline for a custom role. Scout saves after a short pause and shows Changes saved. System roles stay read-only. To rename a custom role or change its permissions in the dialog, open the ⋯ menu and choose Edit role.

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Delete a custom role

Open ⋯ on a custom role and choose Delete role. Confirm in the dialog. Members still assigned that role lose the permissions it granted. This cannot be undone. If they still need access, assign a different role on Settings → Members first.

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Assign roles to members

Owners and Admins assign roles from Settings → Members. You can set a role when you invite someone, and you can change it later for an existing member or a pending invite.

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Invite someone with a role

1

Open Members

Open the workspace switcher, choose Settings, then choose Members.
2

Add a member

Click Add Member.
3

Choose a role

Select the system or custom role they should receive.
4

Send the invite

Enter their email and send the invitation. They join with that role when they accept.

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Change a member or invite role

On Settings → Members, open the actions menu on a person or pending invite and choose Edit role. Pick the new role and save. You cannot change your own role. Ask another Admin or Owner to update it. You also cannot remove or demote the last Owner in the workspace.

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Who can do what on Roles and Members

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Troubleshooting

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Next steps

API Keys

Create credentials for integrations and pipelines. Admins and Owners manage keys.

Model Management

Owners control which models the workspace can use.

Billing

Owners manage plan and usage billing.