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AI Roles and Permissions

There are exactly two AI permissions. Everything else the assistant can do comes from the permissions a user already holds.

Before you start

You needFor
Manage rolesEditing a role in Settings → Roles
Manage usersAssigning a role to a user in Settings → Users

The seeded admin role holds every permission, including both AI ones, so an administrator can test the assistant without changing anything.

The two AI permissions

They sit in the AI group of the role editor.

PermissionLabel in the role editorWhat it allows
ai.useUse AIStart AI runs. Grants no capability on its own — what the AI may read or change is decided by the role's other permissions, acting as the run's owner
settings.aiAI settingsRead and change AI configuration and company policy: providers, models, budgets, and what the AI is allowed to do

They are separate on purpose: using the assistant is a different act from configuring the provider and policy behind it.

1. Grant the permissions

  1. Open Settings → Roles.
  2. Select the role, or create one.
  3. Open the AI group and tick Use AI, AI settings, or both.
  4. Save.

2. Assign the role

  1. Open Settings → Users.
  2. Open the user and add the role.
  3. Save. The user sees the change on their next request — no restart, no re-login needed.
Roles are additive

A user holding two roles holds the union of both. There is no deny flag and no precedence — what is ticked is what is held.

The key idea: the assistant acts as you

This is the part worth reading twice.

An AI run acts as the signed-in user. Every read and every change it makes goes through Grid as that user, and is allowed or refused exactly as it would be if the person had clicked the button themselves.

So Use AI on its own lets someone ask questions. What the assistant can see and change comes entirely from that user's other permissions:

  • A user who cannot open a project cannot get the assistant to open it either.
  • A user who cannot read logs gets an assistant that cannot read logs.
  • A user with no editing permissions gets an assistant that can explain and plan, but not change anything.

A role holding Use AI and nothing else can start a run that can do nothing but talk.

Granting Use AI widely is not the risk — granting it alongside broad permissions is

Adding Use AI to a role never widens what that role can reach. Review the role's other permissions if you want to bound what the assistant may do on that person's behalf. See Security.

Build mode needs an editing permission

Asking the assistant to build something is a request, not an entitlement. A Build request from a user who holds none of the permissions below is answered read-only, and the panel says so: "You do not have permission to make changes, so the assistant will answer without changing anything."

Holding any one of these is enough for the run to be granted the build tier:

PermissionLabel in the role editorWhat the assistant can then do
scripts.editEdit node scriptsWrite a node's files, manage its test samples, and run and debug it against them
libraries.manageManage shared librariesCreate, edit, publish, and delete shared libraries and their dependencies
workflows.editEdit workflowsCreate and delete workflows, and add, remove, connect, and move nodes on the canvas
node.config_valuesEdit config valuesChange the value of a node's existing config fields
node.config_fieldsEdit config fieldsAdd, remove, or redefine the config fields themselves
node.detailsEdit node detailsChange a node's name, description, and other details
templates.manageManage node templatesCreate, import, edit, and delete node templates and template groups
git.manageCommit, push, and pullStage, commit, restore, and exchange commits with the remote
node.run_commitSet run commitChoose which commit of a node's code the runtime executes

The run is still bounded by each individual permission. Holding Edit workflows and nothing else means the assistant can wire a canvas but cannot write a script.

A Build request also needs a project in scope

With no project selected for the conversation, a Build request is answered read-only with a different reason: "This conversation has no project in scope, so it stays read-only. Pick a project to let the assistant make changes." Pick a project in the panel and ask again.

Reading logs and node source

The same rule applies to reads:

  • Reading log messages through the assistant needs View log messages (logs.view).
  • Reading node or library source needs one of the Scripting permissions — Edit node scripts, Manage shared libraries, or Commit, push, and pull.

When a permission is missing the assistant is refused exactly as the user would be, and reports the missing permission by name rather than failing vaguely.

Project reference documents and project Skills are different: they need only collaboration on the project, not AI settings.

Three practical role shapes

RoleTickResult
Read-only AI userUse AI, plus the read permissions the person already needsCan ask questions and get explanations. Cannot change anything through the assistant
AI builderUse AI, Edit node scripts, Edit workflowsCan ask the assistant to build and change node code and workflow structure in projects they collaborate on
AI administratorAI settings — plus Use AI if they want to test their own configurationCan configure providers, models, budgets, and policy. AI settings alone does not let them start a run

Verify it worked

  • Sign in as the user. The AI button appears in the workspace header.
  • Ask the assistant a question about something the user can already see. It answers.
  • Ask it to change something in a project the user can edit. In Build mode it proposes the change rather than announcing it cannot.
  • A user with AI settings sees Settings → AI and its Setup, Policy, Skills, and Usage sub-tabs, and can edit them.

If it didn't work

SymptomCauseFix
No AI button in the headerThe role lacks Use AI, or AI is not licensed and enabledTick Use AI on the role. If it is already ticked, check AI License and Enabling AI
The assistant answers but says it cannot make changesThe role holds none of the Build permissions aboveAdd the editing permission the work actually needs — usually Edit node scripts or Edit workflows
The assistant says the conversation has no project in scopeNo project is selected for the conversationPick a project in the panel, then ask again
A tool call is refused naming a permissionThe user genuinely lacks that permissionGrant the named permission to their role, or accept the limit — the assistant is refused exactly as the user would be
The assistant cannot see a project the user expectsThe user is not a collaborator on itAdd them as a collaborator. Nothing in the AI settings can substitute for project collaboration
Settings → AI is missing for an administratorTheir role lacks AI settings, or the license does not carry AITick AI settings, then check the license features list

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