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Access Requird

You must be a workspace Admin or a relevant custom role to manage access in Guru.

Assigning Access in Guru

Check out this video which demonstrates how to assign access in Guru:

Guru uses a 2-step model to manage permissions:

Roles are a collected set of permissions that provide them access to perform activities over specific objects (Pages, Collections, Sources, or Knowledge Agents)across the workspace or the workspace itself.

Users or Groups are assigned to a role across those objects.

Step 1: Starting with a Role

Roles are sets of permissions that determine what actions users can perform in Guru. They come in two types:

An Admin is a workspace-level role with full access to manage users, settings, and content across the entire workspace. A Creator can create new objects like collections and knowledge agents but has no additional permissions unless they become the owner of what they create. An Owner is an object-level role with permission to edit, share, delete, and view analytics for only the specific objects they’ve been assigned. A Viewer is also an object-level role and can only view content without the ability to modify or manage it.

• System Roles (predefined):

  • Admin- a workspace-level role with full access to manage users, settings, and content across the entire workspace.

  • Creator - a workspace-level role that can create new objects (Knowledge Agents, Sources, Pages, Collections) but has no additional permissions unless they become the owner of what they create (which is automated).

  • Owner - an object-level role with permission to edit, share, delete, and view analytics for only the specific objects they’ve been assigned.

  • Viewer - an object-level role and can only view content without the ability to modify or manage it.

• Custom Roles (created by Admins or other relevant custom roles):

  • Tailored sets of permissions across Guru objects.

To manage roles:

1. Review existing roles or create new ones with the required permissions. See: Creating Custom Roles in Guru

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Assigning Users to Groups (Optional)

Groups help simplify access management by letting you apply roles to multiple users at once.

• You can assign object permissions to groups, or directly to individual users.

• To create or manage groups, see the article: Creating and Managing Groups.

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Step 2: Assigning Users/Groups to Guru Objects

You can assign roles at the workspace level or on specific objects like Knowledge Agents, Pages, or Collections. See below for the steps for each.

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Note

Workspace-Level Permissions** For administrative actions like inviting users or managing workspace-wide settings.

See: Assigning Workspace-Level Permissions

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Assigning Users/Groups to Knowledge Agents

1. Go to Manage > Knowledge Agents.

2. Select the agent, then open the Permissions tab.

3. Click Add Owner, Viewer, or assign a Custom Role.

4. Choose a user or group and click Save

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Tip

The creator of a Knowledge Agent automatically becomes its Owner.

Assigning Users/Groups to Collections

1. Go to Manage > Collections.

2. Select the desired Collection.

3. Click the Permissions tab.

4. Assign Owner, Viewer, or a Custom Role.

5. Add users or groups and click Save.

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Assigning Users/Groups to Pages

1. Open the Page.

2. Click … (More Options) > Manage Permissions.

3. Add users or groups as Owner, Viewer, or assign a Custom Role.

4. Click Save.

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Note

You can also assign permissions during Page creation in the Add Collaborators step.

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Assigning Users/Groups to Sources

1. Navigate to Manage > Sources.

2. Select a source and click … (More Options) > Manage Access.

3. Assign Owner, Viewer, or a Custom Role.

4. Add users or groups and click Save.

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Viewing available permissions and definitions

All permissions can be reviewed in-app under Manage > Custom Roles. They are grouped by object type:

Workspace Permissions

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Collections, Folders, and Cards Permissions

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Knowledge Agent Permissions

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Page Permissions

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Source Permissions