Fulcrum Docs Guides

Open workspace Administrator permissions

Open workspace Administrator permissions in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.

Workspace owner approval sets what an administrator can manage or delegate. This differs from the tool selection saved for one Sidekick. Selecting the administrator and private/group context is central to the permission you are actually changing.

Cortex Chat administrator permissions
Cortex Chat administrator permissions.

Before you start

The profile menu links account identity, Wallet information and workspace administration. Changes to a member role or an administrator ceiling affect shared access; they are not conversation appearance settings. Read the selected person’s email and the workspace context before saving. Member invitations, group membership and Sidekick tool access are different layers, with separate confirmation and recovery paths. A stale-data message means you should reload current information before a new mutation. For financial work, the selected Wallet account and its transaction history matter more than an isolated balance summary. Never include account tokens, recovery information or payment data in a public support screenshot.

Step-by-step

  1. Open the account control and choose Administrator permissions when authorised.
  2. Select the intended administrator and inspect the current capabilities and tool ceilings.
  3. Choose the correct private or group context before reviewing an application’s permitted tools.

What the settings mean

Control or stateMeaning
My accountPersonal account settings and identity.
Workspace membersPeople, roles and invitation/status management.
Administrator permissionsOwner approval for management and tool delegation.
Recent actionsRecorded workspace operations, separate from conversation history.

Check the result

The panel refers to the intended person and context, with saved versus draft changes clear.

If it does not work

If access is denied, use an authorised owner account. Do not assume a group administrator can change owner-level workspace approval.

Continue with the right context

Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.

Last updated