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1.2. AAS Architecture and Permissions

Overview​

CogentAI AAS (AAS) has administrators, team managers, AI agent workspace owners, and general users. This chapter first summarizes what each role can do, then explains the components that make up AAS and where data is stored. Read it before you answer user questions or set permissions.

Permission: Administrator

Roles of People​

AAS has four roles. One person can hold more than one.

RoleHow it is assigned
AdministratorIn "Users & roles", set "Permissions" to "Admin". The person joins the group aas-admins on the SSO server. Some administrators are set at installation.
Team managerAn administrator assigns several people for each department in "Users & roles › Departments". Only people in that department can be team managers.
Workspace ownerThe person who created the AI agent workspace. An administrator can transfer ownership.
General userA member of the group aas-users. Uses their own workspace and can view other workspaces that an administrator shared.

A general user becomes the owner of their own workspace, so most users are both general users and owners. A person who can only view a workspace that an administrator shared is not an owner.

What Each Role Can Do​

"Yes" means the role can do it. The Team manager column shows permissions for the workspaces of team members.

TaskAdministratorTeam managerOwnerPerson it was shared with
View a workspace and chat with the AI agentAll workspacesTeam members' workspacesOwn workspaceShared workspaces
Change personality (SOUL, the text that describes an AI agent's tone and role), work instructions, skills, tools, setting files, and external tools (MCP, Model Context Protocol)YesYesYesNo
Connect messengers, and enter or delete secretsYesYesYesNo
Create and change scheduled jobsYesYesYesNo
Install and delete skills from the Skill HubYesYesYesNo
Change the model, provider, gateway (the path through which an AI agent receives messenger messages and scheduled jobs), and terminal locationYesNoNoNo
Delete a workspace and change its informationYesNoYesNo
Transfer ownership, set per-person count limitsYesNoNoNo
Allow namespaces that need approval (sections that divide skill packages in the Skill Hub)YesNoNoNo
View the change logAllTeam members' workspacesOwn workspaceNo
Users, Role templates, and Notices screensYesNoNoNo
Manage the department list and assign team managersYesNoNoNo
Change the company name and the AI agent introduction sentenceYesNoNoNo
Change a department slogan and goalsAll departmentsOwn departmentOwn departmentOwn department
The "All AI Agent Workspaces" section of the dashboardYesNoNoNo

Some settings are blocked even for owners and team managers. For example, you need an administrator to change the model. Users can ask an administrator to change the model, and the requests are collected in the inbox.

Figure 1.2-1 shows the table above as dots. The table is the authoritative source for details.

A table that shows with dots what administrators, team managers, owners, and people a workspace was shared with can do

Figure 1.2-1. What each role can do

Differences You See on the Screen​

  • Only administrators see the "Admin" group (Users & roles, Role templates, Notices) in the left menu.
  • "Records › Change history" is visible to administrators, owners, and team managers. The scope of the content differs by role.
  • In the workspace selection list, team managers see team members' workspaces separated by the "My team" group and the "Team" badge.
  • A person who is not an administrator and goes straight to the "Users & roles" address sees the message "Only admins can use this screen. Ask an admin to add users or change permissions."

When Permissions Take Effect​

ChangeWhen it takes effect
Promoting a user to administratorTakes effect within 4 minutes.
Removing a user from administratorsThe server ends that person's sign-in right away. A screen that is open changes to the sign-in screen within 1 minute. The person must sign in again.
Assigning or removing a team managerApplies again right away, even to screens that are open.
A team manager moves to another departmentThe permission disappears automatically. The assignment record remains and is marked "Moved".

Hiding a menu on the screen is for convenience. The server checks permissions again on every request and rejects the request if the person has no permission.

Components​

Administrators need to know five components. Installation and server operation are outside the scope of this manual and are handled by the operator.

ComponentWhat it doesWhere administrators meet it
AAS server and screensProvides the screens you see in the browser, checks permissions, and connects the components.All screens
SSO serverHandles sign-in and accounts. SSO (Single Sign-On) is a method of signing in once to use several services. The product is Keycloak, and it is labeled "OIDC" (OpenID Connect) on the screen."Admin › Users & roles", the sign-in screen
Model serverProvides the AI models that AI agents use. The product is LiteLLM."My AI Agents › Models", "Operations" on the dashboard
Skill HubStores and distributes skill packages."Skills › Skill hub", "Operations" on the dashboard
AI agent workspaceThe runtime environment for AI agents; one or more are created for each user. The internal component is named Hermes."My AI Agents › AI Agent Workspaces", "Profiles"

A profile is the set of settings for one AI agent in a workspace. It holds the personality, model, skills, tools, scheduled jobs, and messenger connections. Each workspace starts with one main profile (main). For other terms, see A.3. Glossary.

Figure 1.2-2 shows how the five components connect and where data is stored.

An architecture diagram that goes from the browser through the AAS server to the SSO server, the model server, the Skill Hub, and AI agent workspaces

Figure 1.2-2. The components that make up AAS

What the SSO Server Does​

  • Stores user accounts (username, email, name, department) and passwords.
  • Gives members of the group aas-users the right to enter AAS.
  • Recognizes members of the group aas-admins as administrators.

When an administrator adds or edits a person on the "Users & roles" screen, AAS writes to the SSO server directly. You do not need to create accounts separately in the SSO server admin console.

AI Agent Workspaces​

A user receives their own AI agent workspace the first time they sign in. An administrator can also create it in advance while adding the user. Workspaces are separated from each other. By default, a user sees only their own workspace.

Where Data Is Stored​

The information that users see on screen is stored in three places.

Storage locationWhat it holds
SSO serverAccounts, passwords, enabled state, departments, group membership (AAS users, administrators)
Database of the AAS serverDepartment list and department slogans, team manager assignments, permissions to view other people's workspaces, notices, role templates, the change log, sign-in sessions, 3D Office layout and Kanban cards, values collected for the dashboard
Each user's AI agent workspaceProfiles (personality, skills, setting files), chat history, secrets, work files

Even if you delete a user, the data in that person's AI agent workspace remains. The workspace stops and its owner is cleared. An administrator chooses the new owner. For details, see 2.1. Adding and Editing Users and 3.1. Workspace List and Count Limits.

Note: No one can see the value of a secret on the screen, including owners and administrators. You can only enter a new value or delete it.