An organization is where an Admin is able to manage their organization’s users, permission roles, and organization profile.

Users

Users are the people and email addresses that have access and can log in to your organization in the Syllable platform. Only an Admin user is able to view the Organization and manage users. organization_users.png User statuses
  • **Created: **Created user, account exists, but not invited or active or deleted.
  • Invited: Created user and have NOT logged in yet with an active session.
  • Active: User invited, AND have logged in to that sub-org with an active session.
  • Deleted (Not visible in UI): User deleted, their email address can now be reused for the same user or a different user.

Creating a user

To create a user, click “Organization” in left sidebar, make sure you’re selected on “Users” tab, and click ”+ Create user” button in top right corner. Screenshot 2025-07-08 at 1.31.39 PM.png
  • Email: The full email of the user, including “@company.com” domain name.
  • Role: The role to assign to the user, which is a set of permissions that enable them to access the platform.
  • First name (optional): The first name of the user.
  • Last name (optional): The last name of the user.
  • Login type: The login method for the user, like username and password or SSO.
Once a user has been created, they are automatically sent an email notifying that they have been added to an organization.
  • The link in the email will simply direct them to https://syllable.cloud and is not an authentication token and does not have an expiry. The login page will handle all authentication.
  • You can resend the email by clicking “Resend” button on the user row or within the detail page.

Editing a user

To edit a user, click the “3-dot kebab” icon in the row or within the detail page and click “Edit” in the menu dropdown.
  • You will not be able to edit the email or login type since it is used in authentication.
  • If you want to edit the email or login type, you must first delete the user and then create a new user with the changes.
  • You will be able to edit a user and reassign to a different role.

Deleting a user

To delete a user, click the “3-dot kebab” icon in the row or within the detail page and click “Delete” in the menu dropdown.

Roles

Roles are the groups of permissions that give users access to workspaces, resources, and other parts of the Syllable platform. Syllable platform comes with predefined system roles that are not editable. organization_roles.png

System roles

System roles are provided by default in the platform and cannot be edited or deleted.
  • Viewer: Viewer has limited view access to the platform and is for users who manage messages.
  • Analyst: Analyst has view only access to the platform.
  • Editor: Editor has full view and edit access to the platform and is for users who build and manage agents, prompts, and messages.
  • Admin: Admin has Editor role access, and is for Admins who manage the organization, users, and role permissions.

Creating a custom role

To create a custom role, click on “Organization” in the left sidebar, click on “Roles” tab, and click ”+ Create role” button in the top right corner. Screenshot 2025-07-08 at 1.31.49 PM.png
  • Name: The name of your custom role.
  • Description (optional): The description of your custom role.
  • Permissions: The permissions is the ability to access different areas of the platform, and what actions you can do. A row is a workspace or resource feature, like Agents. The three columns are increasing degrees of permission, from left to right.
    • If you do not select any option within a feature row, the user will not be able to see that area of the platform. The sidenav item for that feature will be hidden.
    • Therefore, it is required to select at least one permission for at least one feature row, otherwise the user with that assigned custom role will not be able to see anything when they log in.
    • There are no dependencies on the levels of access. You do not have to select “View” in order to select “Delete”. This may result in strange permissions and is not recommended.
    • These permissions are also set for the SDK endpoint as well as the platform UI. Therefore, there is a row for “Directory” that is only valid for the Directory SDK endpoint. There is no UI for Directory in the Console yet.

Editing a custom role

To edit a custom role, click the column header to view the role detail page. Click the “3-dot kebab” icon in the top right corner and click “Edit”.
  • Edit the role name or description
  • Edit the permissions for the role
  • Note: By saving changes for the custom role, you are updating across all users assigned to that role.

Deleting a custom role

To delete a custom role, click the column header to view the role detail page. Click the “3-dot kebab” icon in the top right corner and click “Delete”.
  • If the custom role has no users assigned to it, you can delete.
  • If the custom role has users assigned, you must first reassign them to an existing role, then you can delete.

Organization Profile

Organization profile is where you can set the details of your organization. organizaton_profile.png

Editing organization profile

To edit an organization, click the “Edit” button.
  • Display name: The name of your organization displayed within the Syllable platform.
  • Description (optional): A description of your organization.
  • Supported email domains: The email domains supported for your organization when adding user emails to the organization. Can add multiple domains, separated by a comma. Must be just the domain, which usually comes after the @ in an email. (e.g. syllable.ai, gmail.com)
  • Logo: The image displayed to represent your organization. It will be used as the logo on the top left side navigation of the Syllable platform.

Deleting organization

To delete an organization, click the “Delete organization” button. Deleting the organization will delete all its users, prompts, and agents permanently.

Creating a new organization

To create a new organization, click “Create organization”. organization_create.png
  • Display name: The name of your organization displayed within Syllable platform.
  • Description (optional): A description of your organization.
  • Supported email domains: The email domains supported for your organization when adding user emails to the organization. Can add multiple, separated by a comma. Must be just the domain, which usually comes after the @ in an email. (e.g. syllable.ai, gmail.com)
  • Upload logo: Must be 120 x 120 dimensions, and PNG filetype, and less than 60KB file size. This is the logo that will be displayed in the top left of the Syllable platform.
Once you’ve entered all required fields, you can:
  • “Create only” to create the new organization but remain in the organization you’re currently in.
  • “Create & Switch organization” to create the new organization and switch to the new organization you are creating.
Tip: The user creating the new organization will be automatically added as the first user to the new organization and will be assigned the role they had in the organization they are creating from.