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Permissions and Roles

Role setup should keep indexing stable while allowing collaborative discovery.

  • Owners define folder structure and indexing policy.
  • Editors and assistants focus on query, review, and export.
  • Support owners maintain troubleshooting and onboarding docs.
  • Limit write access on canonical source folders.
  • Document approval flow for index resets and bulk moves.
  • Track policy changes in a shared operations note.