User Roles and Security

VaultIQ User Roles

VaultIQ uses four roles to give every member of your organisation the right level of access. Admins control which Vaults each person can see — keeping sensitive knowledge spaces private to the right team.


Admin

The top-level operator of the VaultIQ account. Full access to everything.

  • Create, manage, and delete Vaults
  • Invite users and assign roles
  • Control which Vaults are visible to each user
  • Access all settings, billing, and usage reports
Vault Admin

A technical operator who manages Vaults and handles content ingestion across the organisation.

  • Create and manage Vaults
  • Install VaultIQ Agent on any machine in the organisation
  • Create DataSets from any local, NAS, or cloud source
  • Assign DataSets to one or more Vaults
Vault Contributor

A knowledge builder who manages their own content and contributes it to Vaults.

  • Install VaultIQ Agent on their own machine
  • Create DataSets from their own local or cloud sources
  • Assign DataSets to one or more Vaults
  • Chat within Vaults they are assigned to
Vault Viewer

An everyday user who queries Vaults through the chat interface.

  • Access the chat UI and ask questions in natural language
  • Query only the Vaults an Admin has assigned to them
  • Cannot install agents, create DataSets, or manage Vaults
Capability Admin Vault Admin Contributor Viewer
Create & manage Vaults
Invite users & assign roles
Assign Vault visibility to users
Install Agent on any machine
Install Agent on own machine
Create DataSets & assign to Vaults
Chat & query assigned Vaults
Billing & usage settings