Topics Covered

• User Management: Roles (User, Builder, Admin), permissions, and directory sync
• Organizations: Team-based access control for departments and teams
• Platform Settings: Remote Connection, License Management

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Platform Settings

The Settings menu tab has two main sections:

1. Overview
2. User Management

These are presented as sub-tabs at the top of the content area.

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Overview Section

Key features:

• Master Server Connection
  • Displays connection status to the main server (e.g., jarvis.everworker.ai • Remote).
  • Includes a refresh button and connection state (e.g., "Connected").
• License Information
  • Shows current license tier (e.g., "Basic").
  • Displays the number of active workers (e.g., 12 / 23 workers)
• Recent Users
  • Lists recently active or pending users, along with email and status.
  • "Manage users" button provides access to deeper user administration.

User Management Section

Key features:

• Tabs for External and Microsoft Users
  • Allows switching between user types (likely reflecting different login methods).
• User Table
  • Columns: Name, Email, Job Title, Status (e.g., Active, Pending), Roles (e.g., user, admin, builder), and Actions.
  • Each user can have multiple roles and a status badge for clarity.
  • Pagination and search functionality to filter users by name or email.
  • User Actions
    • Via a menu (three-dot icon), you can:
      • Resend Invitation (likely for users with "Pending" status).
      • Delete User.
  • Create New User Button
    • Provides a form or workflow to invite or register new users into the system.

Core Roles:

• User: Can chat with Workers
• Builder: Can create/edit Workers and manage memory
• Admin: Full system access, including user roles, connectors, observability

User

• Primary Audience: End users (non-technical)
• Access:
  • View and chat with pre-built AI Workers
  • Manage personal session context (files, URLs)
  • Cannot build, edit, or configure workers
• Limitations:
  • No access to Builder tools, Canvas, memory management, or logs

Builder

• Primary Audience: Power users, AI engineers, solution designers
• Access:
  • Full access to AI Worker Builder and Canvas
  • Configure memory, connectors, providers
  • Use Worker Creator (Chat) to auto-generate workflows
  • Test and deploy workers
• Limitations: -Cannot manage licenses or view admin dashboards unless granted dual role

Admin

• Primary Audience: Platform owners, system operators
• Access:
  • Everything a Builder can do, plus:
  • User management (roles, invites, sync)
  • Provider/connector management
  • System configuration (log cleanup, performance monitoring)
  • License allocation

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Organizations

Organizations enable team-based access control, allowing companies to replicate their organizational structure within EverWorker. Key capabilities include:

• Organization Isolation: Resources in one organization are not visible to others by default
• Multi-Organization Membership: Users can belong to multiple organizations with different roles
• Flexible Visibility: Four levels - Private, Organization, Shared, Company-Wide
• Organization Switching: Users work in one organization at a time, easily switching between them

Admin Levels

For detailed information on Organizations, see the dedicated Organizations documentation.

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Summary

EverWorker's Admin & Management systems provide the structure and tools needed to run the platform securely at scale. From user roles and connectors to knowledge storage and observability, these systems ensure the platform remains governable, transparent, and enterprise-ready — while empowering Builders and Users alike.