Lindy Enterprise RBAC

Overview

Lindy organizes access around workspaces where agents live. Team members are assigned roles that control who can create, modify, run, or observe agents and their execution history. Enterprise features add SSO, SCIM, audit logs, and granular permission controls.

Prerequisites

• Lindy Team ($49.99/mo + $19.99/seat) or Enterprise plan
• Workspace owner privileges
• Team members invited to the workspace

Lindy Role Model

Role	Create Agents	Edit Agents	Run Agents	View Tasks	Manage Team
Owner	Yes	Yes	Yes	Yes	Yes
Editor	Yes	Yes	Yes	Yes	No
Viewer	No	No	No	Yes	No

Instructions

Step 1: Map Organizational Roles to Lindy Roles

Org Role	Lindy Role	Rationale
Engineering Lead	Owner	Full workspace control
Developer	Editor	Build and modify agents
Ops/Support	Editor	Run agents and configure workflows
Manager	Viewer	Monitor task execution and metrics
Stakeholder	Viewer	Read-only access to results

Step 2: Invite Team Members

1. Go to Settings > Team in the Lindy dashboard
2. Click Invite Member
3. Enter email address
4. Select role: Owner, Editor, or Viewer
5. Confirm invitation

Pro plan: Each additional seat costs $19.99/month Enterprise plan: Custom pricing with bulk seat discounts

Step 3: Organize Agents with Folders

Use folders to organize agents by team, function, or environment:

Workspace: Acme Corp Production
├── Support/
│   ├── Email Triage Agent
│   ├── FAQ Chatbot
│   └── Escalation Agent
├── Sales/
│   ├── Lead Router
│   ├── Follow-up Agent
│   └── Meeting Scheduler
├── Operations/
│   ├── Daily Report Agent
│   ├── Monitoring Agent
│   └── Data Pipeline Agent
└── Shared/
    ├── Knowledge Base Agent
    └── Notification Agent

Folder permissions: Share folders with specific team members to control visibility. Agents in private folders are only visible to the folder owner.

Step 4: Agent Sharing Controls

Each agent can be shared independently:

Sharing Level	Who Gets It	What They Can Do
Edit access	Team collaborators	Edit agent, see all tasks
User access	Agent consumers	Run agent, trigger workflows
Template	Anyone with link	Make a copy (no access to original)

Step 5: Connection Sharing

Control which team members can use shared integration connections:

• Private connections: Only the connection creator can use them
• Shared connections: Any team member can use them in their agents
• Recommendation: Keep sensitive connections (payment gateways, databases) private

Step 6: API Key Isolation

Create separate API keys per integration purpose:

API Key	Purpose	Scope	Rotation
lnd_prod_app_xxxx	Application webhook triggers	Production only	90 days
lnd_prod_ci_xxxx	CI/CD smoke tests	Test agents only	90 days
lnd_prod_monitor_xxxx	Monitoring/observability	Read-only	90 days

Revoke keys immediately when a team member with access leaves the organization.

Step 7: Enterprise Security Features

SSO (Single Sign-On):

• SAML-based authentication
• Configure in Enterprise settings
• Users authenticate through your identity provider
• Automatic session management

SCIM (User Provisioning):

• Automated user creation and deactivation
• Sync with your identity provider (Okta, Azure AD, etc.)
• When an employee leaves, SCIM automatically revokes Lindy access
• Group mappings to Lindy roles

Audit Logs:

• Complete activity trail for compliance
• Track who created, modified, or deleted agents
• Track who accessed task data
• Export for security review

Encryption:

• AES-256 encryption at rest
• TLS encryption in transit
• No data sharing between workspaces

Step 8: Offboarding Procedure

When a team member leaves:

1. SCIM auto-deactivates their account (Enterprise) or manually remove
2. Revoke any API keys they had access to
3. Transfer ownership of agents they created
4. Review and re-authorize any integrations they set up
5. Audit recent task history for their agents

Output

Create an access-control register that maps each workspace member and service account to a Lindy role, permitted connections, agent ownership, and the next review date. The register must include the offboarding owner and evidence that departing users’ sessions, API keys, and shared connections were revoked.

Examples

An operations analyst who only needs to inspect task history is assigned Viewer, receives no shared database connection, and is listed for quarterly review. A departing editor is removed from the workspace, their API key is revoked, and ownership of their production agents is transferred before the offboarding ticket is closed.

Access Control Checklist

• Team roles mapped to Lindy roles
• All team members invited with appropriate role
• Agents organized in folders by team/function
• Sensitive agents in private folders
• Connections shared only as needed
• Separate API keys per integration purpose
• Key rotation schedule (90-day max)
• Enterprise: SSO enabled
• Enterprise: SCIM configured
• Enterprise: Audit log review scheduled (monthly)
• Offboarding procedure documented

Error Handling

Issue	Cause	Solution
403 Forbidden on agent create	User has Viewer role	Promote to Editor
Agent not visible to teammate	Agent in private folder	Move to shared folder
API key returns 401	Key revoked or expired	Generate new key
Cannot delete workspace	Not the Owner	Transfer ownership first
SSO login fails	SAML misconfigured	Verify IdP metadata and assertions
SCIM not syncing	Endpoint URL wrong	Check SCIM endpoint in IdP config

Resources

• Lindy Documentation
• Lindy Security
• Lindy Pricing

Next Steps

Proceed to lindy-migration-deep-dive for platform migration strategies.