Roles and Users (Platform Access)

Roles and Users define who can do what in the PlusLive AI platform.

This governs access to menus, buttons, and administrative functions — not the underlying data itself. This is managed in Administration → Roles & Users

Element	Description
Users	Individual Plus.Live accounts linked to your organisation. Each user has an email address and assigned role.
Roles	Define what each type of user can do — for example: create projects, edit prompts, or view reports.
Typical Roles	Administrator, Project Owner, Analyst, Viewer
Example	A Finance Manager (Project Owner role) can create and configure projects. An Analyst (Viewer role) can only query existing data.

This is shown on the left menu

To setup up a New Role: Click on top right, “Manage Roles”

Then “New Role”

Input information into the fields and click on “Create Role”

Click Create Role

Now complete Project Permissions & Save Role Configuration

Recommendation: Begin with management-only access, then expand to other roles with your Partner’s assistance.