Clayo

Guides/Team and account

Roles and permissions

Every project member has one of three roles: owner, admin, or member. Roles gate the admin surfaces; writing docs is open to everyone on the team.

What each role can do

CapabilityOwnerAdminMember
Read docs, insights, and conversationsYesYesYes
Connect an AI tool, write and publish articlesYesYesYes
Project settings (name, subdomain, logo, accent color, support email)YesYesNo
Widget settings and starter questionsYesYesNo
Custom domain and subpath hostingYesYesNo
Invite, remove, and change roles of teammatesYesYesNo
Transfer ownershipYesNoNo
Delete the projectYesNoNo

The same rules apply in the dashboard and through the MCP server: an agent connected by a member can author articles but cannot, for example, change the widget's starter questions.

Rules worth knowing

  • Each project has exactly one owner: the person who created it, unless ownership was transferred.
  • Role changes switch between admin and member only. Nobody is promoted to owner by a role change, and nobody can change the owner's role or their own role.
  • The owner cannot be removed from the project.

Transferring ownership

To hand a project to someone else, open Settings, then Danger zone, and choose Transfer ownership. Pick any teammate; they become the owner and you become an admin.

Ownership matters for AI answers: a project's AI usage draws on its owner's free allowance or OpenAI key. After a transfer, the new owner's key or allowance takes over. See Bring your own OpenAI key.

Deleting a project

Only the owner can delete a project, from the Danger zone. Deletion takes the docs site offline and permanently removes articles, conversations, and settings. There is no undo.