Team Collaboration

Genum supports flexible roles and structured workspaces. Configure access permissions, organize teams, and collaborate securely with fine-grained control over who can do what in your organization and in each project.

Roles & Access

Organization Roles

Access is managed at two levels: organization and project.

Role	Description
Owner	Creator of the organization. Full control over settings and membership.
Admin	Administrator with rights nearly identical to OWNER. Can invite other admins, manage projects, and manage project members.
Reader	Organization member. Has no access to any project until an admin adds them to a specific project.

Only admins (and the owner) can invite new members, change roles, and assign people to projects.

Project Roles

Within each project, access is defined as follows:

Role	Description
Admin	Project administrator. Can add members to the project from the organization’s member list. Organization admins are automatically project admins in every project.
Member	Project member. Can work with prompts, run tests, and use the project’s features.

Summary: Readers see the org but not projects until added. Members work in the projects they’re assigned to. Admins manage projects and membership; org admins have admin rights in all projects.

Inviting Team Members

Adding Users to Your Organization

1. Navigate to Organization Settings

   • Click Settings in the sidebar
   • Open the Members tab

2. Invite New Members

   • Click Add Member
   • Enter the invitee’s email address
   • Choose the organization role (Admin or Reader)
   • Send the invitation

3. Grant Project Access

   • Readers do not see any project until an admin adds them.
   • Open the project, go to Project settings → Members, and add members from the organization list.
   • Only project admins (and org admins) can add or remove project members.

Collaborative Project Management

How Access Works

• Admins (org and project): Manage projects, invite members, add or remove people from projects.
• Project members: Work on prompts, run tests, and collaborate within the projects they’re in.
• Readers (org only): Are part of the organization but have no project access until an admin adds them to a project.

What You Can Do Together

• Collaborative editing: Multiple members can work on different prompts in the same project.
• Change tracking: See who made changes and when.
• Shared tests and runs: All project members use the same prompts, tests, and execution history.

For governance and cost control, use the Model whitelist in organization settings to restrict which LLM models can be used. See Custom LLM Providers & Model Whitelist for details.

Getting Started with Team Collaboration

1. Set Up Your Organization

   • When you first sign up, Genum creates your personal organization with a bonus balance.

2. Invite Your First Team Members

   • Start with core teammates; assign Admin only to people who should manage projects and membership.
   • Use Reader for people who should only get access to specific projects you assign.

3. Add People to Projects

   • For each project, go to project settings and add the right members from your organization.
   • Org admins already have access to all projects; add Readers (and other Members) as needed.

4. Establish Workflows

   • Define project structure and naming conventions.
   • Use the model whitelist to control which models are allowed across the organization.

---

Ready to start collaborating? Invite team members, assign roles, and add them to projects so everyone has the right level of access.