When to use this
Choosing a role when inviting a new user and you need to decide what level of access they should have
Reviewing permissions when a team member's responsibilities change and you want to check if their current role is still appropriate
Environment Roles
Every user is assigned a role that controls what they can do in the workspace. There are three Environment Roles available to all organisations: Admin, Creator, and Member.
Admin
Full access to everything in the workspace — including managing users, Minis, records, groups, and all workspace settings. Best for: Workspace owners, team leads, or IT administrators.
Creator
Can create and manage Minis and records, but cannot manage users, groups, or workspace settings. Best for: Senior care workers or coordinators who need to set up and maintain client profiles and documentation.
Member
Can view Minis and records they've been given access to through their group. Best for: Care workers who primarily need to view and interact with existing Minis.
Tip: Not sure which role to assign? Start with Member and upgrade later if needed. It's easier to add permissions than to remove them.
Permissions overview
The table below shows what each Environment Role can do across the workspace.
Category | Permission | Admin | Creator | Member |
Users | Invite, assign roles, or remove users | ✅ | — | — |
Users | View all users | ✅ | — | — |
Minis | Create or update Minis | ✅ | ✅ | — |
Minis | View all Minis and records | ✅ | ✅ | — |
Minis |
| ✅ | — | — |
Records | Add, edit, archive records and attachments | ✅ | ✅ | — |
Records | Delete a record | ✅ | — | — |
Groups | Create, update, or manage group membership | ✅ | — | — |
Groups | Delete a group | ✅ | — | — |
Settings | Audit logs and log streams | ✅ | — | — |
Settings | Domain verification | ✅ | — | — |
Settings | SSO and directory sync | ✅ | — | — |
Custom Organisation Roles
If your organisation needs a different set of permissions — for example, a role that can manage groups but not users — Minikai can configure Custom Organisation Roles tailored to your team.
Custom roles are set up per organisation and aren't covered in detail here. Contact your Minikai account manager or reach out via the Help Desk messenger to learn more.
Need help?
If you have questions about roles or permissions, message us anytime using the Help Desk messenger in the app.