Administration5 min readAdministrators

Users, roles, and permissions

Organize team access and control which internal information each person can query.

Permissions matter when the knowledge base includes information by department, customer, team, or responsibility level.

Quick checklist

Invite only users who should access the workspace.
Use administrator roles carefully.
Define document types for sensitive content.
Review permissions before connecting large folders.

Base roles

Administrators manage documents, team, permissions, and integrations. Members use chat and the functions available to their account.

Document types

Document types classify content and apply role-based access. They are useful for separating HR, finance, sales, operations, or leadership information.

Before inviting the whole team

Check that connected sources do not mix sensitive information with general content. Create document types and roles before expanding access if needed.

Apply this guide in your workspace

Open Polp to connect sources, upload documents, or test a real question with your company's sources.

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