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Invite people, assign roles, and use groups so each user only retrieves the documents they should see.

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Invite a user

1

Open Users

Go to Admin Center → Users and choose invite.
2

Enter email and role

Choose User or Administrator. Administrators get Admin Center access and are not added to groups.
3

Assign groups

For the User role, select one or more groups. That is how they receive classification, category, upload, and model access.
ScopeRAG creates their organization account and emails a sign-in link. If the users limit is reached, upgrade on Plan & usage before inviting more people. You can later edit role and groups, or remove a member you no longer need.

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Create a group

Groups require the Team plan or higher.
1

Open Groups

Go to Admin Center → Groups and create a group.
2

Set the access ceiling

Pick a classification level, the categories members may see, whether they can create documents, and which chat models they may use.
3

Add members

Attach users (not administrators). A person can belong to several groups; their access is the combination.
Start with a small number of groups that match real teams (for example People Ops, Engineering, Finance) rather than one group per person.