Manage Members and Roles

Overview

Wren AI provides role-based access control (RBAC) for projects, allowing you to manage who can access your project and what they can do within it. You can add organization members to your projects and assign them specific roles that determine their permissions.

Adding Members to Projects

To add members to your project:

1. Go to Settings → Project → Access Control
2. Click Add Member
3. Select an organization member from the dropdown
4. Choose the appropriate role for the member
5. Click Add to confirm

Prerequisite

Users must be members of your organization before they can be added to projects. Organization admins can invite new members to the organization first.

Setting Roles

When adding members to a project, you can assign one of three roles:

Project Owner

• Full access to manage project settings, members, and all project content
• Can update models, knowledge base, dashboards, and spreadsheets
• Can manage project access control and settings
• Organization admins automatically become project owners of all projects

Project Contributor

• Can perform most project activities but cannot update project settings or manage members
• Can create and modify threads in shared folders, models, knowledge, dashboards, and spreadsheets
• Cannot change project-level configurations

Project Viewer

• View-only access to project settings, members, models and knowledge base
• Can create and modify dashboards and spreadsheets

Role Permissions Matrix

The following table outlines the permissions for each role in your project:

Function	Project Owner	Project Contributor	Project Viewer
Update Project Settings	Yes	No	No
Manage Project Members	Yes	No	No
Modeling	CRUD	RU	R
Knowledge	CRUD	CRUD	R
Dashboard	CRUD	CRUD	CRUD
Spreadsheet	CRUD	CRUD	CRUD
CSV Download	Yes	Yes	Yes

Legend:

• CRUD: Create, Read, Update, Delete
• RU: Read, Update (no Create/Delete)
• R: Read only

Managing Existing Members

Update Member Permissions

1. Go to Settings → Project → Access Control
2. Find the member you want to modify
3. Click the Permission dropdown next to their name
4. Select the new role
5. The change takes effect immediately

Restrictions

• You cannot modify your own role
• Organization admins automatically have owner permissions and cannot be modified

Remove Members

1. Go to Settings → Project → Access Control
2. Find the member you want to remove
3. Click the Remove button
4. Confirm the removal

warning

Removed members will lose all access to the project and its content. This action cannot be undone.

Best Practices

• Start with Viewer roles: Begin by giving new members viewer access, then upgrade as needed
• Regular reviews: Periodically review project member access and roles
• Principle of least privilege: Only grant the minimum permissions necessary for each member's role
• Document access: Keep track of who has access to sensitive projects