An Editor is the content-management role: upload and curate documents, manage products, customers, vendors, and websites, reply to customer conversations, and decide pending approvals. Editors have everything a Member has, plus the ability to write to the knowledge base and act on approvals. They do not create agents, publish automations, or touch organisation-level settings — those are Developer and Admin territory.
The canonical permission matrix lives at Members and roles; this page is a task-oriented index for Editor workflows.
What Editors typically do
What Editors cannot do
Creating or editing agents, publishing automations, configuring integrations, or changing organisation settings are gated to Developers and Admins. If an Editor needs one of those done, they request it from someone with the right role. Last modified on April 19, 2026
