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

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.