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

Instructions

Step 1: Map Organizational Roles to Lindy Roles

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:

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:

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

Resources

• Lindy Documentation
• Lindy Security
• Lindy Pricing

Next Steps

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