For the complete documentation index, see llms.txt. This page is also available as Markdown.

Roles and tasks

Which roles can do each task in Qore, by module, mapped from the Roles capability matrix.

This page maps each task to the role capability it needs, and shows which of the eight standard roles have it. It also shows the Qore proficiency level needed for each role. Every check mark comes from the capability matrix on Roles. Where a task guide covers the task, the task links to it.

  • A person can hold several roles in one account; their capabilities add up.

  • Roles are held per account membership: a role in one account doesn't carry into another.

  • A role applies across every project in its account. Organisation Admin's tenant-level capabilities reach every account.

  • Roles created in your organization appear under Custom Roles in Admin › Roles and aren't shown here.

Qore roles

How Qore proficiency levels work

Stars show the Qore expertise needed for the role. They don't measure individual performance.

Stars
Level

★☆☆☆☆

Foundation

★★☆☆☆

Working knowledge

★★★☆☆

Proficient

★★★★☆

Advanced

★★★★★

Expert

S. No
Role
Primary responsibility
Qore proficiency level
1

Viewer

Use published apps, agents, knowledge bases, and flows in a project without building anything.

star
2

Billing Manager

Viewer, plus review credit usage and set credit limits.

starstar
3

Approver

Viewer, plus review and approve the publishing of agents, apps, knowledge, and knowledge graphs.

starstar
4

Developer

Build, publish, and version apps, agents, knowledge bases, flows, and design systems in projects.

starstarstar
5

Governance Manager

Oversee knowledge, observability, evaluations, govern graphs, and resource permissions for the account.

starstarstarstar
6

Auditor

Inspect traces, analytics, audit logs, reports, credit usage, and controls, without changing them.

starstarstar
7

Account Admin

Administer one account: its members, teams, API keys, AI Gateway, cost controls, and governance.

starstarstarstar
8

Organisation Admin

Account Admin, plus three tenant-level capabilities that reach every account: create accounts, and manage the organization's brand and roles.

starstarstarstarstar
9

Custom Role

Coming Soon

How to read the role matrix: Billing Mgr means Billing Manager. Dev means Developer. Gov Mgr means Governance Manager. Acct Admin means Account Admin. Org Admin means Organisation Admin. ✓ means the role has the capability. — means it doesn't.

Console

Accounts and projects

Accounts and projects are chosen from the account and project switcher at the top of the Console sidebar.

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Choose an account

Select an account

✓

✓

✓

✓

✓

✓

✓

✓

Choose a project

Select a project

✓

✓

✓

✓

✓

✓

✓

✓

Create a project

Create a project

—

—

—

✓

—

—

✓

✓

Creating, renaming, and deleting accounts happens in Org Settings, not Console. See Organisation-wide.

Apps

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Open and use apps

View apps

✓

✓

✓

✓

✓

✓

✓

✓

Build an app

—

—

—

✓

—

—

✓

✓

Build an app headless

—

—

—

✓

—

—

✓

✓

Import an app

Import an app

—

—

—

✓

—

—

✓

✓

Export an app

Export an app

—

—

—

✓

—

—

✓

✓

Publish an app

Publish an app

—

—

—

✓

—

—

✓

✓

Share an app

Share an app

—

—

—

✓

—

—

✓

✓

Connect your own domain

Manage an app's custom domain

—

—

—

✓

—

—

✓

✓

Connect an app to Git

—

—

—

✓

—

—

✓

✓

Manage app versions

—

—

—

✓

—

—

✓

✓

Attach an agent to an app

Attach an agent to an app

—

—

—

✓

—

—

✓

✓

Agents

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Open and view agents

View agents

✓

✓

✓

✓

✓

✓

✓

✓

Build an agent

—

—

—

✓

—

—

✓

✓

Build an agent headless

—

—

—

✓

—

—

✓

✓

Import an agent

Import an agent

—

—

—

✓

—

—

✓

✓

Export an agent

Export an agent

—

—

—

✓

—

—

✓

✓

Publish an agent

Publish an agent

—

—

—

✓

—

—

✓

✓

Try or run an agent

Trigger an agent

✓

✓

✓

✓

✓

✓

✓

✓

Share an agent

Share an agent

—

—

—

✓

—

—

✓

✓

Save or switch versions

Manage agent versions

—

—

—

✓

—

—

✓

✓

Attach a govern graph to an agent

—

—

—

✓

—

—

✓

✓

Knowledge

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

View datasets

View data sources

✓

✓

✓

✓

✓

✓

✓

✓

Create a dataset

Build a data source

—

—

—

✓

✓

—

✓

✓

View knowledge bases

View knowledge

✓

✓

✓

✓

✓

✓

✓

✓

Create a knowledge base

Build knowledge

—

—

—

✓

✓

—

✓

✓

Import knowledge

Import knowledge

—

—

—

✓

✓

—

✓

✓

Export knowledge

Export knowledge

—

—

—

✓

✓

—

✓

✓

Publish knowledge

Publish knowledge

—

—

—

✓

✓

—

✓

✓

See knowledge versions

Manage knowledge versions

—

—

—

✓

✓

—

✓

✓

Query knowledge

✓

✓

✓

✓

✓

✓

✓

✓

Share a knowledge base

Share knowledge

—

—

—

✓

✓

—

✓

✓

Flows

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

View flows

View flows

✓

✓

✓

✓

✓

✓

✓

✓

Create a flow

Build a flow

—

—

—

✓

—

—

✓

✓

Publish a flow

Publish a flow

—

—

—

✓

—

—

✓

✓

Manage flow versions

—

—

—

✓

—

—

✓

✓

Run a flow

Trigger a flow

✓

✓

✓

✓

✓

✓

✓

✓

Attach an agent to a flow

—

—

—

✓

—

—

✓

✓

Store, integrations, design systems, and Document AI

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Browse the Store

View the store

✓

✓

✓

✓

✓

✓

✓

✓

Use integrations

Use integrations

✓

✓

✓

✓

✓

✓

✓

✓

Connect an integration

Manage integrations

—

—

—

✓

—

—

✓

✓

View design systems

View design systems

✓

✓

✓

✓

✓

✓

✓

✓

Manage design systems

—

—

—

✓

—

—

✓

✓

Trigger the Document AI Agent

—

—

—

✓

—

—

✓

✓

Control Center

Observe

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Find and inspect runs

View traces

—

✓

✓

✓

✓

✓

✓

✓

Read analytics

View analytics

—

—

—

—

✓

✓

✓

✓

See who changed what

View audit logs

—

—

—

—

✓

✓

✓

✓

Create and change exports

Manage exports

—

—

—

—

✓

—

✓

✓

Run exports

Run exports

—

—

—

—

✓

✓

✓

✓

Review and email reports

View reports

—

—

—

—

✓

✓

✓

✓

Cost Control

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

See credit usage

View credit usage

—

✓

—

—

—

✓

✓

✓

Set limits and alerts

Set credit limits

—

✓

—

—

—

—

✓

✓

Evals

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

Build evals

—

—

—

✓

✓

—

✓

✓

Read Online Eval scores

View online evals

—

—

✓

✓

✓

✓

✓

✓

Govern

Task
Capability
Viewer
Billing Mgr
Approver
Dev
Gov Mgr
Auditor
Acct Admin
Org Admin

View agent controls

—

—

—

—

✓

✓

✓

✓

Stop agents

—

—

—

—

—

—

✓

✓

Resume agents

Resume agents

—