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Permission matrix

Every action that checks a permission, against the level it needs. If you want to know how someone comes to hold a level in the first place, that is sharing a workspace; this page is the lookup for when the question is already specific.

The three levels

A workspace grants one of three levels, and they are a ladder rather than a set of switches: Read & Write holds everything Read does, and Manage holds everything both do. Nothing in the model takes an ability away — a second rule can only raise someone. See sharing a workspace for how rules combine.

The short version of the table below: Read looks, Read & Write works, Manage decides. Uploading documents, building columns and running extractions are the working level. A table’s own settings — its name, whether it runs itself, what language it answers in — sit with the workspace’s settings at Manage, on the reasoning that authoring a table and administering one are different acts.

The matrix

ActionReadRead & WriteManage
The workspace
Open it, and read its documents and tablesPermittedPermittedPermitted
Export a table to XLSX or CSVPermittedPermittedPermitted
Upload documents, and delete themNot permittedPermittedPermitted
Rename or delete the workspaceNot permittedNot permittedPermitted
Create, change or delete a sharing ruleNot permittedNot permittedPermitted
Create or revoke a workspace API keyNot permittedNot permittedPermitted
Tables
Create a table, or duplicate oneNot permittedPermittedPermitted
Save a table as a template, or create tables from oneNot permittedPermittedPermitted
Add and delete rowsNot permittedPermittedPermitted
Add, edit, reorder and delete columnsNot permittedPermittedPermitted
Run a table, and cancel a runNot permittedPermittedPermitted
Override a cell, or clear cellsNot permittedPermittedPermitted
Set the table’s accent colourNot permittedPermittedPermitted
Rename or delete a tableNot permittedNot permittedPermitted
Turn auto mode on or offNot permittedNot permittedPermitted
Change the table’s output languageNot permittedNot permittedPermitted
Bundles
See bundles, and where one is usedPermittedPermittedPermitted
Create, rename, recolour or delete a bundleNot permittedPermittedPermitted
Add, remove and reorder the documents in oneNot permittedPermittedPermitted
Mailhooks
See a mailhook’s address, senders and activityNot permittedNot permittedPermitted
Turn one on, rotate it, or change who may sendNot permittedNot permittedPermitted

Exporting is the row worth reading twice. A table is turned into a spreadsheet in your browser, out of what the page has already loaded, so there is no moment at which a permission could be checked — anyone who can read a table can take it away as a file. Read is genuinely read, not confidential. Share accordingly, and see exporting.

Mailhooks are Manage to look at, not only to change. Listing them shows the address, and the address is what lets mail in, so reading the list is as privileged as creating one. Mailhooks explains the rest.

One thing here is not a workspace level at all

Creating a workspace is governed by your organisation role — owner or admin — rather than by a level, for the reason that there is no workspace yet to hold a rule about. Everything else on this page is decided per workspace. See team and roles.

How your level is worked out

Four steps, and the first one that matches decides it:

  1. A different organisation gets nothing. No rule, role or history reaches across an organisation boundary.
  2. Whoever created the workspace has Manage, permanently and without a rule saying so.
  3. Owners and admins have Manage on every workspace in their organisation. No rule can lower this — deleting their access is not something a sharing rule can express.
  4. Otherwise, the highest level any rule grants you, and none if no rule matches.

This is the same rule everywhere it is asked — the app, the API and an MCP client all read one shared definition rather than three copies of it, because a disagreement between them would be one person seeing another organisation’s documents rather than a cosmetic bug.

What the interface shows is not the boundary

The app hides what your level would refuse, so a Read user is not offered a Run button that would fail. That is a courtesy. The check that matters happens on the server, on every action, whatever the page offered — and it is the same check whether the request came from the app, from a personal API key, or from a connected AI client.