Users & Roles
Invite team members, assign roles, and create custom roles for your organization.
The Users & Roles page controls who can access your Virbe workspace and what permissions they have. It is split into three tabs: Dashboard Users, Service Accounts, and Roles.
Dashboard Users
Dashboard Users are the people on your team who log in to the Virbe Dashboard.
Inviting a user
- Go to Settings → Users & Roles → Dashboard Users
- Click + Invite users in Virbe Hub – you'll be redirected to Virbe Hub to invite users; only organization admin or owner can invite users
- Enter the user's email address
- Click Send invite
The invited user receives an email with a link to set up their account. Until they accept, they appear as Pending in the user list.
Managing existing users
From the user list in Dashboard settings, you can:
- Change role – update a user's permissions at any time
- Assign API keys – assign API keys for this user
Roles
Roles define what a user can see and do in the Dashboard. Virbe ships with built-in roles, and Owners and Admins can create custom roles.
Custom roles
If the built-in roles don't match your team's structure, create a custom role:
- Go to Settings → Users & Roles → Roles
- Click + Create role
- Enter a role name and optional description
- Toggle individual permissions on or off using the permission matrix
- Click Save
Custom roles appear alongside built-in roles in the invite flow and can be assigned to any user.
Permission categories
Custom role permissions are organised by area:
| Area | Permissions available |
|---|---|
| Configuration | Engines and profiles: read, write |
| Knowledge | Knowledge base: read, write |
| Conversation Editor | Conversation Editor: read, write |
| Knowledge Base | View, create, edit, delete |
| Analytics | Conversations, Conversations History: read, write; Analytics: read |
| Deployment | Deployment: write |
| Access | Users, roles: read, write |
Service Accounts
Service Accounts are covered on the Service Accounts page.