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Daniele c14cbc3626
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docs: the file viewer, the Tasks page, profiles and user administration
Four gaps off the coverage map, written for the in-app assistant:

- file-viewer.md — what each kind renders to, the live reload, editing a
  Markdown file and the conflict banner, git history mode, and why a `.tex`
  must be shown instead of a PDF built from it.
- tasks-page.md — the four sections, disable-vs-delete, where each kind's
  result lands, and that there is no "new task" button because tasks are
  created in conversation.
- profile.md — display name, language, password, and what an encrypted
  account means when the password is forgotten.
- users.md — creating a member and the irreversible encryption choice, the
  directory profile that feeds the agents' prompt, deactivating vs deleting,
  and the per-person event-triage interval.

Indexed in docs/index.md, cross-linked from files.md, tasks.md and access.md.
2026-08-24 18:20:12 +01:00

3.5 KiB

Who can use what: plugins, connectors and roles

Plugins and connectors are installed once by the admin, for the whole instance. Whether a given person can use one is a separate question, answered by a grant.

The default is open

When the admin installs something new — a plugin, a globally-shared connector, or a connector from the marketplace — it is handed to everyone straight away. The admin's remaining job is to take it away from whoever should not have it, not to hand it out one person at a time.

The same applies in the other direction: a new user starts out holding everything the household already uses, so a new member does not arrive to an empty account.

Two things are worth knowing about how this works, because they explain behaviour that would otherwise look surprising:

  • It applies at installation, not at every switch-on. Disabling a plugin and enabling it again does not re-grant it to people the admin removed it from. Their decision stands.
  • Removing access is normal and expected. Access is taken away per person, from that person's own page: sidebar → Users → click the person → the Connectors and Plugins sections. Unticking a box there is the intended way to say "not for you", and nothing later puts it back.

Admins never need a grant: they can use every enabled plugin and connector by construction.

Roles decide who is included

Whether a role's members are included in that automatic hand-out is a property of the role, set in the role editor (sidebar → Roles → edit a role → New plugins and connectors):

  • On (the default) — anything the admin installs reaches these people immediately. This is what an adult member of the household normally wants.
  • Off — these people only ever get what the admin explicitly gives them, one at a time, from their own page. The Children role ships with this switched off, and it is the reason the setting exists: a connector installed late at night should not silently become available to a child.

Turning the switch on or off changes nothing about access that has already been granted — it only decides what happens the next time something is installed, or the next time a person is added to that role.

Two consequences worth mentioning to a user who runs into them:

  • Someone whose role has the switch off will see nothing new appear, ever, until the admin ticks their box. That is working as intended, not a bug.
  • Changing a person's role does not retroactively hand them everything installed so far. If a child is moved to an adult role, the admin still ticks the boxes on that person's page once.

What a grant actually does

The three things being granted are not the same, and the difference matters when explaining it:

  • A plugin grant makes the plugin visible and usable for that person — its sidebar page, its tools, its channel (Telegram checks the grant on every incoming message). It is re-checked continuously, so removing it takes effect immediately.
  • A shared connector grant (one the admin runs centrally, e.g. web search) puts that connector's tools in that person's assistant.
  • A per-user connector grant (e.g. Gmail, WhatsApp) only authorizes the person to set it up — they still have to sign in with their own account. Nobody ever uses somebody else's credentials through a grant.

See also: index.md for the plugin list, each plugin's own page under plugins/, and users.md for the rest of a person's page — the account itself, their directory profile and their schedule.