Members

Estimated reading: 5 minutes

The Members page in Control Plane allows users to view and manage membership in the current project. Depending on their assigned permissions, authorized users can add members, assign or modify roles, and remove members from the project.

Access to project resources is determined by the user’s organization role and, where applicable, their project role.

Prerequisites

To add, modify, or remove project members, you must have the Owner or Admin role with the required member management permissions.

Member List

The Members page displays the users associated with the current project and their assigned roles.

The member list includes the following fields:

Field	Description
Name	Displays the member's name.
Email	Displays the member's registered email address.
SSO Provider	Displays the authentication provider used by the member.
Organization Role	Displays the member's role at the organization level.
Project Role	Displays the member's role in the current project, if assigned.
Actions	Displays the actions available for the member based on the current user's permissions.

Add a Member

To add a member to the current project:

1. Navigate to Members.
2. Click Add New Member.
3. Enter the member’s Email Address.
4. Select the required Organization Role.
5. Optionally, select a Project Role to assign project-specific permissions.
6. Click Add Member.

The member is added to the project with the selected role assignments.

Roles and Access

Control Plane uses organization roles and project roles to determine the actions a user can perform. Organization roles define access at the organization level, while project roles determine access to resources within a specific project.

Organization Roles

Organization roles determine the user’s access to organization-level resources and administrative functions.

Role	Description
Owner	Has full administrative access to the organization and its projects, including ownership-related operations.
Admin	Can manage organization members, project resources, integrations, and settings within the permissions granted to administrators.
Member	Has standard access to permitted organization and project resources.
Viewer	Has read-only access to the organization resources available to this role.
None	Does not have access to organization resources through an organization role. Project access may be granted separately through project membership and project-level permissions.

Project Role Override

A project role can be assigned to a user to define their permissions within a specific project. When a project role is assigned, it overrides the user’s default project permissions for that project only.

This allows users to have different levels of access across projects without changing their organization-wide role.

Project Access Matrix

The following table lists the permissions available for each project resource by project role.

Resource	Owner	Admin	Member	Viewer
Project	View, Edit, Delete	View, Edit	View	View
Project Members	View, Add, Edit, Remove	View, Add, Edit, Remove	View	View
API Keys	View, Create, Edit, Delete	View, Create, Edit, Delete	View	No Access
Integrations	View, Create, Edit, Delete	View, Create, Edit, Delete	View	No Access
Objects	View, Publish, Bookmark, Tag	View, Publish, Bookmark, Tag	View, Publish, Bookmark, Tag	No Access
Traces	Delete	Delete	Delete	No Access
Scores	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	No Access
Score Configurations	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Datasets	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Prompts	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Prompt Protected Labels	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
Models	View, Create, Edit, Delete	View, Create, Edit, Delete	View	No Access
Evaluations	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Evaluation Jobs	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Default Evaluation Model	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
LLM API Keys	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
LLM Schemas	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
LLM Tools	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
Batch & Exports	View, Create, Edit	View, Create, Edit	View, Create, Edit	View
Comments	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Annotation Queues	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Annotation Queue Assignments	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
Prompt Experiments	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View
Audit Logs	View	View	View	No Access
Dashboards	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Table View Presets	View, Create, Edit, Delete	View, Create, Edit, Delete	View, Create, Edit, Delete	View
Automations	View, Create, Edit, Delete	View, Create, Edit, Delete	View	View

Organization Access Matrix

The following table lists the permissions available for organization-level resources by organization role.

Organization Resource	Owner	Admin	Member	Viewer	None
Organization Members	View, Create, Edit, Delete	View, Create, Edit, Delete	View	No Access	No Access
Organization API Keys	View, Create, Edit, Delete	View, Create, Edit	No Access	No Access	No Access
Organization Settings	View, Update, Delete, Transfer Ownership	View, Update	No Access	No Access	No Access
Billing Management	View, Create, Edit, Delete	No Access	No Access	No Access	No Access
Organization Audit Logs	View	View	View	No Access	No Access

Manage Project Members

Users with the required permissions can manage project membership from the Actions column in the member list.

Action	Owner	Admin	Member	Viewer
View Members	Yes	Yes	Yes	Yes
Add Members	Yes	Yes	No	No
Modify Member Roles	Yes	Yes	No	No
Remove Members	Yes	Yes	No	No

Note: Available actions depend on the user's effective permissions. The table summarizes the standard member management permissions for each project role.

Permission Definitions

The following terms describe the actions listed in the access matrices.

Permission	Description
View (Read)	Allows users to view resources and their configurations.
Create	Allows users to create new resources.
Edit (Update)	Allows users to modify existing resources.
Delete	Allows users to remove resources.
Publish	Allows users to publish supported resources.
Bookmark	Allows users to bookmark supported resources for quick access.
Tag	Allows users to add or manage tags on supported resources.
Manage	Allows users to administer resources, permissions, and access settings where supported.
No Access	Does not grant permission to access the specified resource through the listed role.

Important Notes

a. Organization roles determine organization-level access, while project roles determine access within a specific project.
b. Assigning a project role changes the user’s permissions only for that project.
c. Changes to organization or project roles take effect immediately.
d. Changes to a member’s permissions may affect their ability to access project resources, including datasets, prompts, evaluations, models, integrations, automations, dashboards, and API keys.
e. The effective permissions available to a user depend on their assigned roles and the permissions configured for the relevant resources.

Members

Add a Member

Roles and Access

Organization Roles

Project Role Override

Project Access Matrix

Organization Access Matrix

Manage Project Members

Permission Definitions

Important Notes

Members

CONTENTS