Documentation Index
Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
Use this file to discover all available pages before exploring further.
Managing User Roles in Caplena
Assigning the right role is key to giving team members the access they need. In Caplena, roles define what a user can do across all projects and reports.How to Change a User’s Role
Changing roles is simple and takes less than a minute:Role Overview
Here’s a breakdown of the six user roles available:External Topic Assignment
No upload capability; No access to projects or dashboards of others by default.Administrator
Access to the projects, questions and reports of all users; Team and subscription management permissions.Full Data Access
Upload capability; Access to projects & dashboards of all team members.Project Manager
Upload capability; Only full access to projects created by oneself, but access to all topic collections and fine-tuned AIs from all team members.Internal Analyst
No upload capability; Permission to edit and access projects of all team members, but no permission to download projects and no access to reports of others.Analyst
Permission to view and visualize projects of all team members, but no permission to edit or download any projects.Credit Usage Permission
The Credit Usage permission determines whether a user can perform operations that consume credits in Caplena.Operations requiring credits
- AI-assisted coding
- Topic generation
- AI topic assignment
- Other machine learning operations
Roles with Credit Usage permission
| Role | Credit Usage |
|---|---|
| Administrator | ✓ |
| Full Data Access | ✓ |
| Project Manager | ✓ |
| Internal Analyst | ✗ |
| External Topic Assignment | ✗ |
| Analyst | ✗ |