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Organization & access control

Organization management lives in the admin console under Account: Organization (/admin/organization) and Access Control (/admin/rbac).

The Organization page shows four KPIs at the top: Members, Pending invites, license Expires (or Perpetual license), and Seats remaining.

The members table lists each Member with their Role and Joined date. Use Remove member to remove someone from the organization.

Use Groups to create a group and assign organization members. Manual groups can be renamed, updated, deleted, and used in Access Control. Groups synchronized from SharePoint are read-only and apply only to synchronized document permissions because SharePoint owns their lifecycle and membership.

Deleting a manual group removes its ticket-role assignments and resource grants. A group never grants organization-admin access.

  1. Open the Invite members sheet.
  2. Enter one or more email addresses. Emails that already belong to another organization are blocked.
  3. Choose the Default role applied to all invitees.
  4. Click Send invite.

Sent invitations appear in the Pending invites list until they are accepted. Each admin can create only one organization; the organization itself is set up during onboarding with a name and slug.

The license card shows the license Status (Active, Expired, or Inactive), the Expires date, and the number of Seats (or Unlimited).

When the license expires, admin screens are blocked until the license is renewed.

nara ships with two built-in roles:

Role Purpose
Admin Full access, including the admin console and access control
Member Day-to-day use of chat, tickets, and assigned resources

These organization roles control access to the admin console. Ticket and resource access are configured separately on Access Control.

The Access Control page (/admin/rbac) governs which people and groups can use each resource.

The resource families Assistants, Workflows, Skills, Tools, and Knowledge each have an access mode:

  • Open — everyone in the organization can use resources of this family.
  • Restricted — only people or groups with an explicit grant can use them.

You can also restrict a single resource, for example one assistant, while its family stays open. Admins always retain access regardless of the mode.

Tickets use two dedicated roles:

Ticket role Capabilities
Supporter View, update, assign, comment, delete closed tickets
Viewer Read-only access

Assign either ticket role to a person or a group. Group members receive the role while they remain in the group.

The Scheduled tasks role lets people create, edit, resume, and run their own scheduled tasks. The Standard access profile includes it. To limit scheduled tasks, switch the role off in Standard and on in the access profile that keeps it. A task whose owner lost the role pauses before its next run; the owner can still pause and delete it.

Access to Knowledge is granted by folder to People and Groups. Folder grants cascade to everything inside the folder.

Use the Access check (Explain) tool to verify a configuration: pick a User, a Resource kind, and a resource ID. The tool returns Allowed or Denied together with the reasons — which mode, role, or grant produced the decision.

Admins set up single sign-on at the end of the Organization page. Set up SSO walks through Verify domain, Choose provider, Configure provider, and Test and activate. Once SSO is active, users of the verified domains sign in through the provider.