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docs: consolidated RBAC docs (accuracy fixes, transition guide, dynamic-auth OAuth)#658

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docs: consolidated RBAC docs (accuracy fixes, transition guide, dynamic-auth OAuth)#658
jordanc-relevanceai wants to merge 4 commits into
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consolidate/rbac

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This PR consolidates the open RBAC documentation work. Opened as draft for review before the source PRs are closed.

Source PRs (being closed in favor of this one)

Why consolidated

All three edit enterprise/rbac.mdx. Shipping them separately would mean each merge conflicts with the next and the permissions tables / role descriptions drift. #606 already reconciled the two RBAC-accuracy PRs; folding #593 in here keeps the permissions table and role notes coherent in a single pass.

Changes by source PR

#606 — TSP-1150 + TSP-1152

  • admin/project-management/add-members.mdx — adds the Chat role accordion, simplifies the Viewer description (removes the incorrect "can run agents" claim), reframes the Info banner to link both the RBAC docs and the transition guide.
  • enterprise/rbac.mdx — Editor/Viewer/asset-visibility clarifying callouts, plus three new sections: Transitioning to RBAC, Permission inheritance and cascading, and Technical implementation notes.

#593 — TSP-1169

  • enterprise/rbac.mdx — adds an "Add personal OAuth accounts (dynamic auth)" row to the project-level permissions table (all roles ✅) and a note distinguishing project-level OAuth management (admin-only) from personal OAuth for dynamic auth (all members).
  • enterprise/user-level-authentication.mdx — Info callout, updated first-time auth steps, privacy paragraph, and a new FAQ entry documenting that non-admin members can add their own OAuth accounts when dynamic auth is enabled.

Reconciliation note

No conflicts between the two — #593's permissions-table row and note land inside the existing Project-level section, while #606's additions are separate sections. Verified no duplicate headings or table rows in the merged rbac.mdx.

github-actions Bot and others added 4 commits April 17, 2026 05:41
Non-admin team members can now add their own OAuth accounts when dynamic
authentication is enabled on a shared agent. Update user-level-authentication.mdx
to clarify this capability in the setup section, first-time auth flow, privacy
section, and a new FAQ entry. Update rbac.mdx permissions table and add a note
distinguishing project-level OAuth management (admin-only) from personal OAuth
for dynamic auth (all members).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>


Combines two drafter PRs that both modify add-members.mdx and
enterprise/rbac.mdx:

- TSP-1150 (#583): correct inaccuracies — adds Chat role to add-members,
  simplifies Viewer accordion, adds clarifying callouts about Editor
  scoping, Viewer access scope, and asset-level visibility, and adds
  "Permission inheritance and cascading" + "Technical implementation
  notes" sections
- TSP-1152 (#586): adds the "Transitioning to RBAC" section covering
  what changes during migration, role mapping, and admin action items

Reconciled the Info banner at the top of add-members.mdx so both PRs'
framing co-exists: the page now describes itself as the standard
permission system for orgs not yet migrated to RBAC, with links to
both the RBAC docs and the transition guide.
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