Roles and permissions
What you can do in Raven depends on your roles on the Frappe site, and on whether you are an admin of a workspace or a channel.
Site roles
Site roles are set on the user in Desk and apply to all of Raven.
| Role | Who has it | What it allows |
|---|---|---|
| Raven User | Everyone who uses Raven. | Open Raven, join workspaces and channels, send messages and direct messages, and create channels. |
| Raven Admin | People who run Raven for the team. | Create workspaces. Change site-wide Raven settings such as agents, document notifications, message actions, Frappe HR, working hours and link previews. Manage which workspaces and channels a person is in. |
| System Manager | The site's administrators. A Frappe role, not a Raven role. | Add people to Raven, and disable or enable their accounts. Change the settings that need the site administrator: webhooks, recurring agent messages, document previews and the push notification keys. Change everything else a Raven Admin can, except create a workspace and sync push notification device data. |
A Raven Admin is not an admin of every workspace. To change a workspace, you need to be its admin. To change a channel, you need to be one of its admins, or a Raven Admin who is a member of it.
Give someone a role
Only a System Manager can change a person's roles.
- In Desk, open the person in the User list.
- Open the Roles & Permissions tab.
- Under Roles, check Raven User, Raven Admin or both.
- Click Save.
If the person gets their roles from a role profile, add the Raven User or Raven Admin role profile instead. Raven creates both role profiles when it is installed.
To add many people to Raven at once, use Settings > Users. See Add people to Raven.
Workspace admins
The person who creates a workspace is its first admin. Workspace admins change the workspace's name, description, logo and type, turn Only admins can create channels on or off, add and remove members, make other members admins, and delete the workspace. See Workspace members and admins.
Channel admins
The person who creates a channel is its first admin. Channel admins add and remove members, make other members admins, change the channel's name, description and type, and archive or delete the channel. A Raven Admin who is a member of the channel can do the same, except remove members. See Add and remove members and Change, archive or delete a channel.
Who can do what
| Task | Who can do it |
|---|---|
| Open Raven | Raven User |
| Create a workspace | Raven Admin |
| Join a public workspace | Raven User |
| Add people to a workspace | Workspace admin |
| Create a channel | Any member of the workspace, or only a workspace admin if the workspace allows only admins to create channels |
| Remove someone from a channel | Channel admin |
| Archive or delete a channel | Channel admin, or a Raven Admin who is a member |
| Add a person to Raven | System Manager |
| Disable or enable a person | System Manager |
| Manage a person's access in Settings > Users | Raven Admin or System Manager |
| Change site-wide Raven settings | Raven Admin or System Manager |
| Set up webhooks, recurring agent messages and document previews | System Manager |
| Enter the push notification keys | System Manager |
Everyone can open every tab in Settings. Without the role a tab needs, you can't change anything on it.