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Documentation Index

Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt

Use this file to discover all available pages before exploring further.

This page is the fastest way to understand the current access model across the main Convocore workspace and the whitelabel client dashboard.

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Role hierarchy

The platform currently has two access layers:
  1. Workspace layer for the agency or internal team operating Convocore
  2. Client organization layer for users inside each whitelabel client org

Workspace Owner

The highest-level account for the workspace. The owner can open workspace settings, manage workspace members, promote workspace admins, and access the full workspace activity log.

Workspace Admin

A promoted internal team member on the Convocore workspace. Workspace admins can manage workspace members and see the full workspace activity log, but they are still below the owner in the overall hierarchy.

Org Admin

A client-side admin inside a specific whitelabel organization. Org admins can manage users inside their own organization and control which dashboard sections those users can access.

Client User

A regular user inside a client organization. They only see the client dashboard sections and agents that have been assigned to them.

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Where each feature lives

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Workspace member roles

Workspace roles are managed from the main Convocore app, not the client dashboard.
1

Open the main app

Go to your main workspace dashboard in /app/{region}.
2

Open the workspace switcher

Use the workspace selector in the header or sticky navigation.
3

Open workspace settings

Click the workspace settings action to open Edit Workspace.
4

Manage Workspace Members

In the Workspace Members section, promote or demote internal team members between Admin and Member.
The workspace owner is treated as the primary authority automatically. Owner access does not depend on a toggle.

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Client org users and page access

Client-side permissions are managed from the whitelabel client management flow.
1

Open Clients

Go to the Clients section in the whitelabel dashboard.
2

Select the client organization

Click Manage on the organization you want to administer.
3

Add or edit a user

Use Add User or edit an existing user.
4

Set Org Admin and page access

Enable Org Admin for users who should manage their own organization, then choose which dashboard sections they can access.

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What each role can do

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Workspace Owner / Workspace Admin

These roles operate on the main Convocore workspace:
  • Manage workspace members and internal roles
  • View the workspace activity log
  • Use workspace-level KB and conversation admin tools, subject to workspace permissions
  • Control the internal team experience in the main app

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Org Admin

This role operates inside one client organization:
  • Add or edit users in that organization
  • Grant or remove dashboard tab access for those users
  • Control the order of visible dashboard tabs for the org user experience
  • Manage their own organization-level team setup

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Client User

This is a regular user inside a client organization:
  • Can only see the assigned client dashboard tabs
  • Cannot manage other users unless explicitly made Org Admin
  • Only works within the agents and organization access already assigned to them

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Activity logs

The current activity log lives in the main Convocore app:
  • Route: /app/{region}/logs
  • Workspace admins and owners see the full workspace activity log
  • Non-admin workspace members only see their own recent activity (last 7 days)
If you are documenting the feature internally, tell your team that logs are a workspace-side control, not a client-org dashboard feature.

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KB version history

Knowledge base document history is available directly in the KB document editor.
  • Open a KB document
  • Click the History button in the top action area
  • Review saved versions
  • Restore an older version back into the editor if needed
Version history now works for both:
  • Convocore / VG agents
  • Voiceflow / VF agents
For newly saved versions, the history modal also shows who changed the document when that actor information is available.

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Client password recovery

Client users can recover access from the client login flow:
  • Open the client login screen
  • Click Forgot password
  • Submit the email address for the client account
  • Use the reset link from the branded email to choose a new password

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Best practices

Keep workspace and client roles separate

Workspace roles control your internal team. Org roles control the client-facing team. Avoid treating them as the same thing.

Use Org Admin sparingly

Give org admin access only to the trusted client contacts who actually need to manage other users.

Audit access regularly

Review workspace members, client users, and visible dashboard tabs on a regular schedule.

Use logs for accountability

When changes need to be reviewed, check the workspace logs and KB history before editing access again.

Client Overview

Start with the broader client management workflow.

Creating Users

Learn how to create users and configure org-level access.

Client Dashboard Features

See how permissions affect the client-facing dashboard.

Knowledge Base Overview

Understand the KB workflow, including document editing and history.