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Copy file name to clipboardExpand all lines: apps/docs/content/docs/en/enterprise/index.mdx
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## Access Control
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Define permission groups to control what features and integrations team members can use.
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Define permission groups on a workspace to control what features and integrations its members can use. Permission groups are scoped to a single workspace — a user can belong to different groups (or no group) in different workspaces.
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### Features
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### Setup
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1. Navigate to **Settings** → **Access Control** in your workspace
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1. Navigate to **Settings** → **Access Control** in the workspace you want to manage
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2. Create a permission group with your desired restrictions
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3. Add team members to the permission group
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3. Add workspace members to the permission group
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<Callouttype="info">
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Users not assigned to any permission group have full access. Permission restrictions are enforced at both UI and execution time.
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Any workspace admin on an Enterprise-entitled workspace can manage permission groups. Users not assigned to any group have full access. Permission restrictions are enforced at both UI and execution time, and apply to workflows based on the workflow's workspace.
-Enabling `ACCESS_CONTROL_ENABLED`automatically enables organizations, as access control requires organization membership.
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-Access Control is scoped per workspace. Set `ACCESS_CONTROL_ENABLED`and `NEXT_PUBLIC_ACCESS_CONTROL_ENABLED` to enable it on every workspace in a self-hosted deployment, bypassing the Enterprise plan check.
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- When `DISABLE_INVITATIONS` is set, users cannot send invitations. Use the Admin API to manage workspace and organization memberships instead.
{ question: "Which SSO providers are supported?", answer: "Sim supports SAML 2.0 and OIDC protocols, which means it works with virtually any enterprise identity provider including Okta, Azure AD (Entra ID), Google Workspace, and OneLogin. Configuration is done through Settings in the workspace UI." },
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{ question: "How do I manage users when invitations are disabled?", answer: "Use the Admin API with your admin API key. You can create organizations, add members to organizations with specific roles, add users to workspaces with defined permissions, and remove users. All management is done through REST API calls authenticated with the x-admin-key header." },
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{ question: "Can I scale Sim horizontally for high availability?", answer: "The Docker Compose setup is designed for single-node deployments. For production scaling, you can deploy on Kubernetes with multiple application replicas behind a load balancer. The database can be scaled independently using managed PostgreSQL services. Redis can be configured for session and cache management across multiple instances." },
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{ question: "How do access control permission groups work?", answer: "Permission groups let you restrict which AI providers, workflow blocks, and platform features are available to specific team members. Users not assigned to any group have full access. Restrictions are enforced at both the UI level (hiding restricted options) and at execution time (blocking unauthorized operations). Enabling access control automatically enables organization management." },
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{ question: "How do access control permission groups work?", answer: "Permission groups are created per workspace and let you restrict which AI providers, workflow blocks, and platform features are available to specific members of that workspace. Each user can belong to at most one group per workspace (and different groups in different workspaces). Users not assigned to any group have full access. Restrictions are enforced at both the UI level (hiding restricted options) and at execution time (blocking unauthorized operations) — execution enforcement is based on the workflow's workspace. Any workspace admin on an Enterprise-entitled workspace can manage permission groups." },
Copy file name to clipboardExpand all lines: apps/docs/content/docs/en/mcp/index.mdx
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{ question: "Who can configure MCP servers in a workspace?", answer: "Users with Write permission can configure (add and update) MCP servers in workspace settings. Only Admin permission is required to delete MCP servers. Users with Read permission can view available MCP tools and execute them in agents and MCP Tool blocks. This means all workspace members with at least Read access can use MCP tools in their workflows." },
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{ question: "Can I use MCP servers from multiple workspaces?", answer: "MCP servers are configured per workspace. Each workspace maintains its own set of MCP server connections. If you need the same MCP server in multiple workspaces, you need to configure it separately in each workspace's settings." },
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{ question: "How do I update MCP tool schemas after a server changes its available tools?", answer: "Click the Refresh button on the MCP server in your workspace settings. This fetches the latest tool schemas from the server and automatically updates any agent blocks that use those tools with the new parameter definitions." },
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{ question: "Can permission groups restrict access to MCP tools?", answer: "Yes. Organization admins can create permission groups that disable MCP tools for specific members using the disableMcpTools configuration option. When this is enabled, affected users will not be able to add or use MCP tools in their workflows." },
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{ question: "Can permission groups restrict access to MCP tools?", answer: "Yes. On Enterprise-entitled workspaces, any workspace admin can create a permission group that disables MCP tools for its members using the disableMcpTools option. When this is enabled, affected users will not be able to add or use MCP tools in workflows that belong to that workspace." },
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{ question: "What happens if an MCP server goes offline during workflow execution?", answer: "If the MCP server is unreachable during execution, the tool call will fail and return an error. In an Agent block, the AI may attempt to handle the failure gracefully. In a standalone MCP Tool block, the workflow step will fail. Check MCP server logs and verify the server is running and accessible to troubleshoot connectivity issues." },
Copy file name to clipboardExpand all lines: apps/docs/content/docs/en/permissions/roles-and-permissions.mdx
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{ question: "What is the difference between organization roles and workspace permissions?", answer: "Organization roles (Owner, Admin, or Member) control who can manage the organization itself, including inviting people, creating shared workspaces, and handling billing. Workspace permissions (Read, Write, Admin) control what a user can do within a specific workspace, such as viewing, editing, or managing workflows. A user needs both an organization role and a workspace permission to work within a shared workspace." },
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{ question: "How many workspaces can I create?", answer: "Free users get 1 personal workspace. Pro users get up to 3 personal workspaces. Max users get up to 10 personal workspaces. Team and Enterprise plans support unlimited shared workspaces under the organization — new invites are gated by your seat count." },
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{ question: "What happens to my shared workspaces if I cancel or downgrade my Team plan?", answer: "Existing shared workspaces remain accessible to current members, but new invitations are disabled until you upgrade back to a Team or Enterprise plan. No workspaces or members are deleted — the organization is simply dormant until billing is re-enabled." },
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{ question: "Can I restrict which integrations or model providers a team member can use?", answer: "Yes. Organization admins can create permission groups with fine-grained controls, including restricting allowed integrations and allowed model providers to specific lists. You can also disable access to MCP tools, custom tools, skills, and various platform features like the knowledge base, API keys, or Copilot on a per-group basis." },
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{ question: "Can I restrict which integrations or model providers a team member can use?", answer: "Yes, on Enterprise-entitled workspaces. Any workspace admin can create permission groups with fine-grained controls, including restricting allowed integrations and allowed model providers to specific lists. You can also disable access to MCP tools, custom tools, skills, and various platform features like the knowledge base, API keys, or Copilot on a per-group basis. Permission groups are scoped per workspace — a user can belong to different groups in different workspaces." },
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{ question: "What happens when a personal environment variable has the same name as a workspace variable?", answer: "The personal environment variable takes priority. When a workflow runs, if both a personal and workspace variable share the same name, the personal value is used. This allows individual users to override shared workspace configuration when needed." },
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{ question: "Can an Admin remove the workspace owner?", answer: "No. The workspace owner cannot be removed from the workspace by anyone. Only the workspace owner can delete the workspace or transfer ownership to another user. Admins can do everything else, including inviting and removing other users and managing workspace settings." },
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{ question: "What are permission groups and how do they work?", answer: "Permission groups are an advanced access control feature that lets organization admins define granular restrictions beyond the standard Read/Write/Admin roles. A permission group can hide UI sections (like trace spans, knowledge base, API keys, or deployment options), disable features (MCP tools, custom tools, skills, invitations), and restrict which integrations and model providers members can access. Members can be assigned to groups, and new members can be auto-added." },
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{ question: "What are permission groups and how do they work?", answer: "Permission groups are an Enterprise access control feature that lets workspace admins define granular restrictions beyond the standard Read/Write/Admin roles. Groups are scoped to a single workspace: each user can be in at most one group per workspace, and a user can be in different groups across different workspaces. A permission group can hide UI sections (like trace spans, knowledge base, API keys, or deployment options), disable features (MCP tools, custom tools, skills, invitations), and restrict which integrations and model providers its members can access. Members can be assigned manually, and new members can be auto-added on join. Execution-time enforcement is based on the workflow's workspace, not the user's current UI context." },
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{ question: "How should I set up permissions for a new team member?", answer: "Start with the lowest permission level they need. Invite them to the organization as a Member, then add them to the relevant workspace with Read permission if they only need visibility, Write if they need to create and run workflows, or Admin if they need to manage the workspace and its users. You can always increase permissions later." },
Copy file name to clipboardExpand all lines: apps/docs/content/docs/en/skills/index.mdx
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{ question: "How does the agent decide when to load a skill?", answer: "The agent sees an available_skills section in its system prompt listing each skill's name and description. When the agent determines that a skill is relevant to the current task, it calls the load_skill tool with the skill name. The full skill content is then returned as a tool response. This is why writing a specific, keyword-rich description is critical -- it is the only thing the agent reads before deciding whether to activate a skill." },
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{ question: "Do skills work with all LLM providers?", answer: "Yes. The load_skill mechanism uses standard tool-calling, which is supported by all LLM providers in Sim. No provider-specific configuration is needed. The skill system works the same way whether you are using Anthropic, OpenAI, Google, or any other supported provider." },
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{ question: "When should I use skills vs. agent instructions?", answer: "Use skills for knowledge that applies across multiple workflows or changes frequently. Skills are reusable packages that can be attached to any agent. Use agent instructions for task-specific context that is unique to a single agent and workflow. If you find yourself copying the same instructions into multiple agents, that content should be a skill instead." },
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{ question: "Can permission groups disable skills for certain users?", answer: "Yes. Organization admins can create permission groups with the disableSkills option enabled. When a user is assigned to such a permission group, the skills dropdown in agent blocks will be disabled and they will not be able to add or use skills in their workflows." },
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{ question: "Can permission groups disable skills for certain users?", answer: "Yes. On Enterprise-entitled workspaces, any workspace admin can create a permission group with the disableSkills option enabled. When a user is assigned to such a group in a workspace, the skills dropdown in agent blocks is disabled and they cannot add or use skills in workflows belonging to that workspace." },
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{ question: "What is the recommended maximum length for skill content?", answer: "Keep skills focused and under 500 lines. If a skill grows too large, split it into multiple specialized skills. Shorter, focused skills are more effective because the agent can load exactly what it needs. A broad skill with too much content can overwhelm the agent and reduce the quality of its responses." },
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{ question: "Where do I create and manage skills?", answer: "Go to Settings and select Skills under the Tools section. From there you can add new skills with a name (kebab-case identifier, max 64 characters), description (max 1024 characters), and content (full instructions in markdown). You can also edit or delete existing skills from this page." },
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