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Advanced · 6 min

Roles and Permissions

Control organisation and project capabilities with server-side role and resource checks.

ProfessionalIntroduced v17.0Reviewed 2026-08-28
AvailabilityKEVOS Professional is required to use this capability.

What This Does

Control organisation and project capabilities with server-side role and resource checks.

Why It Matters

This capability helps turn working information into a clearer, reusable professional outcome instead of leaving the result as isolated chat or disconnected files.

How to Use It

  1. Open the relevant EraNorth area.
  2. Start with the business outcome you need.
  3. Add only the authorised project, document, data or organisation context required.
  4. Review the result, sources and permissions before saving, sharing or taking action.

Try It

Open Roles and Permissions and use it on a real low-risk piece of work. Keep the first exercise small enough to review end-to-end.

Example

Give a Viewer read access without allowing them to change organisation settings.

Tips

  • If your account is on Core/Free, you can still learn the workflow here; the live capability may require EraNorth Professional.
  • Organisation controls are shown only when your current role has the required permission.
  • Keep important claims tied to authorised evidence and review high-impact decisions before acting.

Next

Return to the Academy path that contains Roles and Permissions or search for the next capability in your workflow.

Learn by doing

Open the real feature and apply this lesson to a low-risk piece of work.

Open Roles and Permissions →
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