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Settings

Last Updated: 4/30/2026


Settings

Workspace and account settings live under the Settings menu. This page covers the three areas that matter day-to-day: your profile, the people in the workspace, and the roles that govern what they can do.

Profile

Personal settings that live at Settings → Profile.

Name, email, theme

  • Name - edit freely. Shown in the Users list.
  • Email - read-only. Contact support to change it; the change affects sign-in and outstanding invites.
  • Theme - Light or Dark for the whole web app. Sites you publish have their own theme controls independent of this.

AI Assistant defaults

Three settings for how the AI Assistant starts a conversation. Each is overridable per-conversation.

  • Default AI mode - Plan, Exec, or Auto. See AI Assistant.
  • Allow Auto mode - makes Auto selectable in the Jolli Agent

Sessions

A list of browsers and devices currently signed into your account. Each row shows device, approximate location, and last-active time.

  • Logout this session - ends a specific session.
  • Logout other devices - ends every session except the one you’re using.

Sessions also expire when your Remember Me token does (30 days), or when you reset your password - the reset revokes every session as a security precaution.

Users (Owner, Admin roles)

The Users page is at Settings → Users.

Inviting

Click Invite, enter an email, pick a role (default Member), click Send Invite. The invitee gets an email from noreply@jolli.ai. If they already have a Jolli account, the link adds them to this workspace; otherwise it takes them through signup first.

Invites are per-email - if someone changes their address, they need a fresh invite.

Managing

Each row in the Users list has a three-dot menu:

  • Edit - opens a dialog where you can rename the user and change their role to any built-in or custom role.
  • Deactivate / Activate - Deactivate revokes their tokens immediately; their data and assignments stay intact. Activate restores access.
  • Delete - permanent. Non-personal Spaces owned by the user transfer to the workspace Owner; personal Spaces are soft-deleted. Articles and Changesets keep their original author reference (which now points to an archived user); they are not reassigned.

Roles

Every user has a role. Roles determine what they can see and do - which Articles they can edit, whether they can manage Sources, whether they can invite teammates, and so on.

Jolli ships with three built-in roles. Paid workspaces can also create custom roles.

Built-in roles

  • Owner - full access. Exactly one per workspace. Can promote, demote, transfer ownership, or delete the workspace.
  • Admin - broad day-to-day management. Can manage users, Sources, Sites, and content. Can’t transfer ownership, delete the workspace, or edit roles (Owner-only by default).
  • Member - the everyday contributor. Can view and edit Articles in the Spaces they have access to. They cannot manage users, roles, integrations, or sites by default. Use a custom role if you need a more restricted contributor.

The permission matrix

Permissions break into seven categories, each with a View and an Edit level (fourteen total).

CategoryViewEdit
ArticlesRead ArticlesCreate, edit, delete; comment moderation
SpacesSee Spaces and structureCreate, rename, delete Spaces
IntegrationsSee connected SourcesConnect, configure, disconnect
SitesSee published SitesCreate, customize, publish
UsersSee workspace usersInvite, deactivate, delete
RolesSee rolesCreate, edit, delete custom roles
Jolli MemorySee API keys and Jolli Memory configurationCreate / disable / delete API keys, configure push targets

Some permissions have cross-category dependencies; for example, Roles (Edit) requires Users (Edit).

Custom roles

To create one:

  1. Settings → Roles → Clone next to whichever built-in role is closest.
  2. Rename, toggle permissions, save.
  3. Assign from the Users page or the invite dialog.

Editing a custom role takes effect immediately for assigned users (they may need to sign out and back in to pick up new permissions).

Built-in roles can’t be edited or deleted.

Ownership transfer

Always exactly one Owner on an account. To change an owner on an account, contact support@jolli.ai.