Settings, list of bases and access#

Base settings#

In the base "Settings", you change the name, the plan and the auto-update schedule. The primary language and the embedding model are chosen when the base is created and do not change.

List of bases#

In the project's "Knowledge bases" list, you can drag bases to change their order. The "⋯" menu has "Rename" and "Delete".

Team member access#

Knowledge base permissions are set up in the role, in the "AI agents / Knowledge bases" group: "View documents", "Add documents", "Edit documents", "Delete documents", "Test search", "View analytics", "Knowledge base settings", "Connect to models and services", "Delete knowledge base".

Base menu items the team member has no permission for are hidden. The same permissions apply in the AI chat: a team member can add a document through "Knowledge base changes" with the "Add documents" permission, and delete one with the "Delete documents" permission. How to set up a role is on the Team member access page.