Best practices for ChatGPT Edu workspace configuration in higher education
Configure higher education permissions with recommended roles, role matrices, and Admin plugin prompts
Configure campus access with five recommended custom roles: Core, Plus, Advanced, Power, and TEST. Use the matrices below to choose each role’s permissions, then set model access and usage limits separately.
The permission labels and section order follow Edu Admin Console views reviewed on October 19 and 21, 2026. The values are recommended settings, not a copy of that workspace’s configuration. Feature availability can differ by workspace and rollout.
Choose the recommended roles
Custom role
Recommended members
Purpose
Core
Undergraduate students and faculty with everyday needs
Study, teaching, writing, research, working with documents, and introductory coding. Use Core as the campus baseline.
Plus
Graduate students, professional staff, and faculty who use ChatGPT frequently
Recurring academic and administrative work with additional approved workflows.
Advanced
Research faculty, analysts, and program leads
Complex research, analysis, and approved advanced reasoning.
Power
Developers, data and IT teams, computer science labs, and advanced researchers
Coding, automation, and complex projects. Grant administrative authority separately.
TEST
A small implementation team with named test owners
Validate a planned configuration with sample data and explicit test cases before changing a campus role. Remove temporary grants afterward.
These are suggested names for custom roles your institution can create. Plus here is not the ChatGPT Plus subscription, and none of these names refers to an Edu plan or built-in admin role. Choose a role based on the work a person needs to do; a professor, student, or staff member can qualify for any appropriate level.
Keep most people in the built-in Member role. Assign built-in administrative authority separately:
Built-in role
Recommended assignment
Owner
The platform owner and a documented backup responsible for workspace configuration and custom-role assignments.
Admin
IT or academic technology staff responsible for supported member, group, app, and usage operations.
Analytics viewer
Program leads who need reporting without general administration.
Member
Students, faculty, staff, researchers, and builders using the service.
Have a workspace Owner create and assign custom roles. A custom role does not confer Owner or Admin authority. See workspace roles.
Apply the matrix
Open Admin Console, select the intended Edu workspace, then go to Policy & security → Permissions. Use Workspace default for the campus baseline and Roles for overrides.
Matrix value
Action in the console
On
Enable for the role, subject to the workspace’s entitlement and approved institutional uses.
Off
Leave disabled for this role. For approved exceptions, use a role tied to a specific responsibility.
Review
Start with Off. Complete the decision described below the table, then explicitly choose On or Off. Review is guidance, not a console state.
Set Workspace default to match the Core column, with Review items Off until resolved. For each custom role, use Default only where the workspace value is the intended value; otherwise set an explicit On or Off. Some controls offer only On and Off.
Ordinary roles combine grants: Off in one role does not cancel On in another. Check both direct assignments and group roles. A separate Lockdown Mode restriction can still apply. Parent permissions may hide their child controls when disabled; enable an approved parent before configuring its children. How RBAC works.
Permissions by role
Choose a role to show its recommendations in every permission and model table. Select All roles to compare the full matrix. The sections follow the order in Permissions → Workspace default. The two Allow local computer access rows are distinguished by their parent section.
Chat
Recommended role
Recommended roleAll roles
Permission
Core
Plus
Advanced
Power
TEST
Search the web
On
On
On
On
On
Run deep research
On
On
On
On
On
Create and manage projects
On
On
On
On
On
Share projects
On
On
On
On
On
Share projects via workspace links
Review
Review
Review
Review
Review
Browse and run workspace agents
Review
Review
On
On
On
Build workspace agents
Off
Review
Review
Review
On
Share workspace agents
Off
Review
Review
Review
On
Publish workspace agents
Off
Review
Review
Review
Review
Share workspace agents with agent-owned connections
Off
Review
Review
Review
Review
Create and manage GPTs
Off
Off
Off
Off
Review
Publish GPTs to workspace
Off
Review
Review
Review
Review
Publish GPTs externally
Off
Off
Off
Off
Off
Allow OpenAI GPTs
On
On
On
On
On
Allow all third party GPTs
Off
Off
Off
Off
Off
Allow owner-approved GPTs only
On
On
On
On
On
Use image generation models
On
On
On
On
On
Use Voice
On
On
On
On
On
Share screen and video in Voice
On
On
On
On
On
Reference Space files automatically
On
On
On
On
On
Use ChatGPT Record
Review
Review
Review
Review
On
Reference past notes and transcripts
Review
Review
Review
Review
On
Run code in Canvas and code blocks
On
On
On
On
On
Allow internet access in Canvas and code blocks
On
On
On
On
On
Share chats and scheduled tasks in the workspace
On
On
On
On
On
Use ChatGPT for PowerPoint
Review
Review
Review
On
On
Use ChatGPT for Excel and Sheets
On
On
On
On
On
Use ChatGPT for Word
Review
Review
Review
On
On
Permission
Core
Search the web
On
Run deep research
On
Create and manage projects
On
Share projects
On
Share projects via workspace links
Review
Browse and run workspace agents
Review
Build workspace agents
Off
Share workspace agents
Off
Publish workspace agents
Off
Share workspace agents with agent-owned connections
Off
Create and manage GPTs
Off
Publish GPTs to workspace
Off
Publish GPTs externally
Off
Allow OpenAI GPTs
On
Allow all third party GPTs
Off
Allow owner-approved GPTs only
On
Use image generation models
On
Use Voice
On
Share screen and video in Voice
On
Reference Space files automatically
On
Use ChatGPT Record
Review
Reference past notes and transcripts
Review
Run code in Canvas and code blocks
On
Allow internet access in Canvas and code blocks
On
Share chats and scheduled tasks in the workspace
On
Use ChatGPT for PowerPoint
Review
Use ChatGPT for Excel and Sheets
On
Use ChatGPT for Word
Review
Permission
Plus
Search the web
On
Run deep research
On
Create and manage projects
On
Share projects
On
Share projects via workspace links
Review
Browse and run workspace agents
Review
Build workspace agents
Review
Share workspace agents
Review
Publish workspace agents
Review
Share workspace agents with agent-owned connections
Review
Create and manage GPTs
Off
Publish GPTs to workspace
Review
Publish GPTs externally
Off
Allow OpenAI GPTs
On
Allow all third party GPTs
Off
Allow owner-approved GPTs only
On
Use image generation models
On
Use Voice
On
Share screen and video in Voice
On
Reference Space files automatically
On
Use ChatGPT Record
Review
Reference past notes and transcripts
Review
Run code in Canvas and code blocks
On
Allow internet access in Canvas and code blocks
On
Share chats and scheduled tasks in the workspace
On
Use ChatGPT for PowerPoint
Review
Use ChatGPT for Excel and Sheets
On
Use ChatGPT for Word
Review
Permission
Advanced
Search the web
On
Run deep research
On
Create and manage projects
On
Share projects
On
Share projects via workspace links
Review
Browse and run workspace agents
On
Build workspace agents
Review
Share workspace agents
Review
Publish workspace agents
Review
Share workspace agents with agent-owned connections
Review
Create and manage GPTs
Off
Publish GPTs to workspace
Review
Publish GPTs externally
Off
Allow OpenAI GPTs
On
Allow all third party GPTs
Off
Allow owner-approved GPTs only
On
Use image generation models
On
Use Voice
On
Share screen and video in Voice
On
Reference Space files automatically
On
Use ChatGPT Record
Review
Reference past notes and transcripts
Review
Run code in Canvas and code blocks
On
Allow internet access in Canvas and code blocks
On
Share chats and scheduled tasks in the workspace
On
Use ChatGPT for PowerPoint
Review
Use ChatGPT for Excel and Sheets
On
Use ChatGPT for Word
Review
Permission
Power
Search the web
On
Run deep research
On
Create and manage projects
On
Share projects
On
Share projects via workspace links
Review
Browse and run workspace agents
On
Build workspace agents
Review
Share workspace agents
Review
Publish workspace agents
Review
Share workspace agents with agent-owned connections
Review
Create and manage GPTs
Off
Publish GPTs to workspace
Review
Publish GPTs externally
Off
Allow OpenAI GPTs
On
Allow all third party GPTs
Off
Allow owner-approved GPTs only
On
Use image generation models
On
Use Voice
On
Share screen and video in Voice
On
Reference Space files automatically
On
Use ChatGPT Record
Review
Reference past notes and transcripts
Review
Run code in Canvas and code blocks
On
Allow internet access in Canvas and code blocks
On
Share chats and scheduled tasks in the workspace
On
Use ChatGPT for PowerPoint
On
Use ChatGPT for Excel and Sheets
On
Use ChatGPT for Word
On
Permission
TEST
Search the web
On
Run deep research
On
Create and manage projects
On
Share projects
On
Share projects via workspace links
Review
Browse and run workspace agents
On
Build workspace agents
On
Share workspace agents
On
Publish workspace agents
Review
Share workspace agents with agent-owned connections
Review
Create and manage GPTs
Review
Publish GPTs to workspace
Review
Publish GPTs externally
Off
Allow OpenAI GPTs
On
Allow all third party GPTs
Off
Allow owner-approved GPTs only
On
Use image generation models
On
Use Voice
On
Share screen and video in Voice
On
Reference Space files automatically
On
Use ChatGPT Record
On
Reference past notes and transcripts
On
Run code in Canvas and code blocks
On
Allow internet access in Canvas and code blocks
On
Share chats and scheduled tasks in the workspace
On
Use ChatGPT for PowerPoint
On
Use ChatGPT for Excel and Sheets
On
Use ChatGPT for Word
On
Keep everyday learning, research, and collaboration available across roles. Apply institutional rules for recordings, screen sharing, stored files, and network-connected code. For Review items, identify the approved course, team, workflow, and sharing audience before enabling those permissions.
Give agent-building access to people maintaining an approved workflow. Reserve workspace-wide publication for designated publishers. An agent-owned connection requires a separate review of the shared account, source data, permitted actions, and recipients; prefer users’ own connections where supported. For details, see Workspace agent administration.
Use plugins for new reusable workflows. Keep GPT creation off; grant temporary migration access only where still supported. Custom GPTs are scheduled to retire on December 11, 2026; follow the owning workspace’s notice. Migration does not transfer custom actions or sharing settings. For details, see GPT migration guidance.
Work
Permission
Core
Plus
Advanced
Power
TEST
Use Work
On
On
On
On
On
Locally on the ChatGPT desktop app
On
On
On
On
On
In the cloud on ChatGPT web, mobile, and desktop
On
On
On
On
On
Allow event-triggered scheduled tasks
Off
Review
Review
Review
On
Allow local computer access
Review
Review
Review
Review
On
Permission
Core
Use Work
On
Locally on the ChatGPT desktop app
On
In the cloud on ChatGPT web, mobile, and desktop
On
Allow event-triggered scheduled tasks
Off
Allow local computer access
Review
Permission
Plus
Use Work
On
Locally on the ChatGPT desktop app
On
In the cloud on ChatGPT web, mobile, and desktop
On
Allow event-triggered scheduled tasks
Review
Allow local computer access
Review
Permission
Advanced
Use Work
On
Locally on the ChatGPT desktop app
On
In the cloud on ChatGPT web, mobile, and desktop
On
Allow event-triggered scheduled tasks
Review
Allow local computer access
Review
Permission
Power
Use Work
On
Locally on the ChatGPT desktop app
On
In the cloud on ChatGPT web, mobile, and desktop
On
Allow event-triggered scheduled tasks
Review
Allow local computer access
Review
Permission
TEST
Use Work
On
Locally on the ChatGPT desktop app
On
In the cloud on ChatGPT web, mobile, and desktop
On
Allow event-triggered scheduled tasks
On
Allow local computer access
On
This follows the recommended setup’s broad Work access for eligible members. Local work, cloud work, and a cloud task’s access to a connected computer remain separate decisions. Enable Allow local computer access only for approved files, applications, and devices, with the applicable Agent security configuration.
For event-triggered tasks, approve the trigger, connected app, allowed actions, owner, and monitoring. Members also need Work and app access. Sharing scheduled tasks is controlled separately in Chat. Work and Codex availability · Scheduled-task controls.
Codex
Permission
Core
Plus
Advanced
Power
TEST
Use Codex locally on the ChatGPT desktop app
On
On
On
On
On
Enable Computer History
Off
Off
Review
Review
Review
Discover and control devices remotely
Review
Review
Review
Review
On
Use Windows computer-use
Off
Off
Review
Review
On
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
Review
Review
Review
Review
On
Use Codex in the cloud
On
On
On
On
On
Manage workspace environments
Off
Off
Off
Off
Off
Use Codex Security
Off
Off
Review
Review
On
Administer Codex
Off
Off
Off
Off
Off
Administer Codex Security
Off
Off
Off
Off
Off
Permission
Core
Use Codex locally on the ChatGPT desktop app
On
Enable Computer History
Off
Discover and control devices remotely
Review
Use Windows computer-use
Off
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
Review
Use Codex in the cloud
On
Manage workspace environments
Off
Use Codex Security
Off
Administer Codex
Off
Administer Codex Security
Off
Permission
Plus
Use Codex locally on the ChatGPT desktop app
On
Enable Computer History
Off
Discover and control devices remotely
Review
Use Windows computer-use
Off
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
Review
Use Codex in the cloud
On
Manage workspace environments
Off
Use Codex Security
Off
Administer Codex
Off
Administer Codex Security
Off
Permission
Advanced
Use Codex locally on the ChatGPT desktop app
On
Enable Computer History
Review
Discover and control devices remotely
Review
Use Windows computer-use
Review
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
Review
Use Codex in the cloud
On
Manage workspace environments
Off
Use Codex Security
Review
Administer Codex
Off
Administer Codex Security
Off
Permission
Power
Use Codex locally on the ChatGPT desktop app
On
Enable Computer History
Review
Discover and control devices remotely
Review
Use Windows computer-use
Review
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
Review
Use Codex in the cloud
On
Manage workspace environments
Off
Use Codex Security
Review
Administer Codex
Off
Administer Codex Security
Off
Permission
TEST
Use Codex locally on the ChatGPT desktop app
On
Enable Computer History
Review
Discover and control devices remotely
On
Use Windows computer-use
On
Enable device code sign-in for Codex, Excel, PowerPoint, and Word
On
Use Codex in the cloud
On
Manage workspace environments
Off
Use Codex Security
On
Administer Codex
Off
Administer Codex Security
Off
Provide coding access across eligible roles, including students in coding courses. Review repository access, local runtime policy, and cloud environments separately. Device-code sign-in affects all four products named in the control.
Review Computer History capture and user opt-in before granting access to Computer History. Grant Manage workspace environments, Administer Codex, and Administer Codex Security through the specific responsibility roles below. A Power or TEST assignment should not automatically grant service administration. For details, see Codex permission boundaries.
Workspace capabilities—Let agents use cloud computers
Permission
Core
Plus
Advanced
Power
TEST
Use a browser
On
On
On
On
On
Allow network access
Review
Review
Review
Review
Review
Allow computer use
Off
Review
Review
Review
On
Permission
Core
Use a browser
On
Allow network access
Review
Allow computer use
Off
Permission
Plus
Use a browser
On
Allow network access
Review
Allow computer use
Review
Permission
Advanced
Use a browser
On
Allow network access
Review
Allow computer use
Review
Permission
Power
Use a browser
On
Allow network access
Review
Allow computer use
Review
Permission
TEST
Use a browser
On
Allow network access
Review
Allow computer use
On
Before enabling a control, review how it affects Work Cloud, dots, and team automations. Browser access, network access, and computer use are separate controls. Approve required network destinations and applications for each workflow.
Workspace capabilities—dots
Permission
Core
Plus
Advanced
Power
TEST
Use dots
Off
Review
Review
Review
On
Add dots to Slack and Microsoft Teams
Off
Review
Review
Review
Review
Allow local computer access
Off
Review
Review
Review
Review
Use custom rules for dots
Off
Review
Review
Review
Review
Permission
Core
Use dots
Off
Add dots to Slack and Microsoft Teams
Off
Allow local computer access
Off
Use custom rules for dots
Off
Permission
Plus
Use dots
Review
Add dots to Slack and Microsoft Teams
Review
Allow local computer access
Review
Use custom rules for dots
Review
Permission
Advanced
Use dots
Review
Add dots to Slack and Microsoft Teams
Review
Allow local computer access
Review
Use custom rules for dots
Review
Permission
Power
Use dots
Review
Add dots to Slack and Microsoft Teams
Review
Allow local computer access
Review
Use custom rules for dots
Review
Permission
TEST
Use dots
On
Add dots to Slack and Microsoft Teams
Review
Allow local computer access
Review
Use custom rules for dots
Review
Dots is labeled Beta in the inspected console. Approve the ongoing responsibilities, messaging destinations, and rules before enabling it. The Allow local computer access row here is the dots permission; it is separate from the identically named Work control. Read the dots guidance.
Workspace capabilities—plugins and skills
Permission
Core
Plus
Advanced
Power
TEST
Use plugins
On
On
On
On
On
Upload plugins
Review
Review
Review
Review
On
Upload plugins with custom MCP servers
Off
Review
Review
Review
Review
Share plugins
Review
Review
Review
Review
On
Publish plugins to workspace
Review
Review
Review
Review
Review
Create plugins with MCPs
Off
Review
Review
Review
Review
Use skills
On
On
On
On
On
Upload skills
Review
Review
Review
Review
On
Share skills
Review
Review
Review
Review
On
Publish skills to workspace
Review
Review
Review
Review
Review
Install skills for others
Off
Off
Off
Off
Off
Permission
Core
Use plugins
On
Upload plugins
Review
Upload plugins with custom MCP servers
Off
Share plugins
Review
Publish plugins to workspace
Review
Create plugins with MCPs
Off
Use skills
On
Upload skills
Review
Share skills
Review
Publish skills to workspace
Review
Install skills for others
Off
Permission
Plus
Use plugins
On
Upload plugins
Review
Upload plugins with custom MCP servers
Review
Share plugins
Review
Publish plugins to workspace
Review
Create plugins with MCPs
Review
Use skills
On
Upload skills
Review
Share skills
Review
Publish skills to workspace
Review
Install skills for others
Off
Permission
Advanced
Use plugins
On
Upload plugins
Review
Upload plugins with custom MCP servers
Review
Share plugins
Review
Publish plugins to workspace
Review
Create plugins with MCPs
Review
Use skills
On
Upload skills
Review
Share skills
Review
Publish skills to workspace
Review
Install skills for others
Off
Permission
Power
Use plugins
On
Upload plugins
Review
Upload plugins with custom MCP servers
Review
Share plugins
Review
Publish plugins to workspace
Review
Create plugins with MCPs
Review
Use skills
On
Upload skills
Review
Share skills
Review
Publish skills to workspace
Review
Install skills for others
Off
Permission
TEST
Use plugins
On
Upload plugins
On
Upload plugins with custom MCP servers
Review
Share plugins
On
Publish plugins to workspace
Review
Create plugins with MCPs
Review
Use skills
On
Upload skills
On
Share skills
On
Publish skills to workspace
Review
Install skills for others
Off
Use Plugins → Plugins and Plugins → Skills to approve individual items and their audiences. MCP-backed plugins require an integration owner, reviewed authentication, and approved data access and actions. Use the additional roles below to assign responsibility for publishing items to the workspace and installing them for other people.
Plugin access does not authorize included apps or broaden permissions in the connected service. Review required apps and account authorization separately. For details, see Plugin and app controls.
Workspace capabilities—Sites
Permission
Core
Plus
Advanced
Power
TEST
Use Sites
Review
Review
Review
Review
On
Publish sites to the public internet
Off
Off
Off
Off
Off
Publish Sites with private tunnels
Off
Off
Off
Off
Off
Invite external visitors to sites
Off
Review
Review
Review
Review
Attach private tunnels to Sites
Off
Off
Off
Off
Off
Permission
Core
Use Sites
Review
Publish sites to the public internet
Off
Publish Sites with private tunnels
Off
Invite external visitors to sites
Off
Attach private tunnels to Sites
Off
Permission
Plus
Use Sites
Review
Publish sites to the public internet
Off
Publish Sites with private tunnels
Off
Invite external visitors to sites
Review
Attach private tunnels to Sites
Off
Permission
Advanced
Use Sites
Review
Publish sites to the public internet
Off
Publish Sites with private tunnels
Off
Invite external visitors to sites
Review
Attach private tunnels to Sites
Off
Permission
Power
Use Sites
Review
Publish sites to the public internet
Off
Publish Sites with private tunnels
Off
Invite external visitors to sites
Review
Attach private tunnels to Sites
Off
Permission
TEST
Use Sites
On
Publish sites to the public internet
Off
Publish Sites with private tunnels
Off
Invite external visitors to sites
Review
Attach private tunnels to Sites
Off
Review site ownership, permitted content, and the displayed Sites terms before enabling those permissions. Grant permission to publish sites to the public internet through the institution’s publishing process. Treat the two private-tunnel controls as separate grants for approved technical integrations; keep them off in the general campus roles. Their presence in a demo workspace does not establish availability in every Edu workspace.
Check the supported Sites scope for your workspace and region before enabling Sites. New Sites in US or EU data residency workspaces use that region for supported storage and hosting; existing Sites are not automatically migrated. Sites hosting is separate from inference residency. See Sites administration.
Workspace capabilities—teams, memory, and credentials
Permission
Core
Plus
Advanced
Power
TEST
Create teams
Review
On
On
On
On
Create and update team tasks
Review
On
On
On
On
Use password manager
Review
Review
Review
Review
Review
Use shared memory
On
On
On
On
On
Use improved memory
On
On
On
On
On
Create personal access tokens
Review
Review
Review
On
Review
View workspace members and groups
On
On
On
On
On
Permission
Core
Create teams
Review
Create and update team tasks
Review
Use password manager
Review
Use shared memory
On
Use improved memory
On
Create personal access tokens
Review
View workspace members and groups
On
Permission
Plus
Create teams
On
Create and update team tasks
On
Use password manager
Review
Use shared memory
On
Use improved memory
On
Create personal access tokens
Review
View workspace members and groups
On
Permission
Advanced
Create teams
On
Create and update team tasks
On
Use password manager
Review
Use shared memory
On
Use improved memory
On
Create personal access tokens
Review
View workspace members and groups
On
Permission
Power
Create teams
On
Create and update team tasks
On
Use password manager
Review
Use shared memory
On
Use improved memory
On
Create personal access tokens
On
View workspace members and groups
On
Permission
TEST
Create teams
On
Create and update team tasks
On
Use password manager
Review
Use shared memory
On
Use improved memory
On
Create personal access tokens
Review
View workspace members and groups
On
Assign an accountable owner to each team and team task. Define which institutional information may be retained in memory and whether the directory should be visible to the intended population. If institutional policy requires either feature to be off, change the corresponding row for every affected role.
Review password-manager use with IT. Allow personal access tokens only for approved integrations with an owner, the minimum necessary scope, and an expiration or revocation process. A token permission does not grant workspace Admin keys.
Data export
Permission
Core
Plus
Advanced
Power
TEST
Allow members to export their own data
Off
Review
Review
Review
Review
Permission
Core
Allow members to export their own data
Off
Permission
Plus
Allow members to export their own data
Review
Permission
Advanced
Allow members to export their own data
Review
Permission
Power
Allow members to export their own data
Review
Permission
TEST
Allow members to export their own data
Review
Decide how students, faculty, and staff take permitted work with them when leaving. This permission covers members’ own data. Edu workspaces with a data residency configuration are not eligible for member export. For details, see Edu export requirements.
Teen experiences
Permission
Core
Plus
Advanced
Power
TEST
Apply teen content filters
Review
Review
Review
Review
Review
Permission
Core
Apply teen content filters
Review
Permission
Plus
Apply teen content filters
Review
Permission
Advanced
Apply teen content filters
Review
Permission
Power
Apply teen content filters
Review
Permission
TEST
Apply teen content filters
Review
Choose the setting based on the actual population, including under-18 students. A role name, credit allowance, or filter setting does not determine eligibility to use ChatGPT.
Space sharing
Permission
Core
Plus
Advanced
Power
TEST
Share Space files, pages, folders, and spaces
On
On
On
On
On
Workspace links
Review
Review
Review
Review
Review
Permission
Core
Share Space files, pages, folders, and spaces
On
Workspace links
Review
Permission
Plus
Share Space files, pages, folders, and spaces
On
Workspace links
Review
Permission
Advanced
Share Space files, pages, folders, and spaces
On
Workspace links
Review
Permission
Power
Share Space files, pages, folders, and spaces
On
Workspace links
Review
Permission
TEST
Share Space files, pages, folders, and spaces
On
Workspace links
Review
Allow collaboration with approved recipients. Review whether workspace links fit the audience for course materials, research, and departmental files. The sharing permission controls creating shares and changing access; turning it off does not remove access to content already shared with a member.
Assign publishing and administration responsibilities
Assign narrowly scoped roles to the appropriate people instead of granting these capabilities to everyone in Power or TEST. Keep unrelated permissions Off in each additional role so it does not inherit broader workspace grants.
Suggested additional role
Permissions to enable
Who should receive it
Workspace publisher
Only the relevant permission (Publish workspace agents, Publish plugins to workspace, or Publish skills to workspace) and its required parent permissions
Owners of reviewed content and workflows approved for campus-wide distribution.
Site publisher
Use Sites and Publish sites to the public internet; enable external invitations only if needed
Institutional web publishers responsible for content, audience, and maintenance.
Codex environment manager
Use Codex in the cloud and Manage workspace environments
Maintainers of shared coding environments.
Codex administrator
Administer Codex, with required product access
Staff operating the Codex service.
Codex Security administrator
Use Codex Security and Administer Codex Security
Security staff responsible for the service and approved repositories.
Skill distributor
Use skills and Install skills for others, with the authoring permissions needed for the workflow
Staff responsible for managed skill distribution.
Integration maintainer
Only the required MCP, personal-token, or Sites private-tunnel permissions, plus their required parent permissions
Named technical owners of reviewed integrations.
For example, a faculty member may receive Plus and Workspace publisher, while a student in a programming course receives Core with Codex access. Increasing a researcher’s credit allowance does not require giving them publishing or administration permissions.
Model access by role
Open Policy & security → Models. Configure Workspace default, then use Roles for role-specific settings. The table uses the model names and preference labels shown in the console we inspected. Enable only models available to your workspace.
Recommended role
Recommended roleAll roles
Permission
Core
Plus
Advanced
Power
TEST
6.1 Sol
Off
Off
Review
On
On
6 Astra
Off
Off
Review
On
On
6 Sol
Off
Off
Review
On
On
6 Luna
On
On
On
On
On
5.6 Sol
On
On
On
On
On
5.6 Terra
Off
Off
Review
Review
Review
5.6 Luna
On
On
On
On
On
Daybreak Blue
Off
Off
Off
Off
Off
Allow medium/high/extra high effort
On
On
On
On
On
Allow Pro models
Off
Off
Review
On
On
Allow fast mode
Off
Off
Review
Review
Review
Allow Ultra Fast mode
Off
Off
Off
Review
Review
Permission
Core
6.1 Sol
Off
6 Astra
Off
6 Sol
Off
6 Luna
On
5.6 Sol
On
5.6 Terra
Off
5.6 Luna
On
Daybreak Blue
Off
Allow medium/high/extra high effort
On
Allow Pro models
Off
Allow fast mode
Off
Allow Ultra Fast mode
Off
Permission
Plus
6.1 Sol
Off
6 Astra
Off
6 Sol
Off
6 Luna
On
5.6 Sol
On
5.6 Terra
Off
5.6 Luna
On
Daybreak Blue
Off
Allow medium/high/extra high effort
On
Allow Pro models
Off
Allow fast mode
Off
Allow Ultra Fast mode
Off
Permission
Advanced
6.1 Sol
Review
6 Astra
Review
6 Sol
Review
6 Luna
On
5.6 Sol
On
5.6 Terra
Review
5.6 Luna
On
Daybreak Blue
Off
Allow medium/high/extra high effort
On
Allow Pro models
Review
Allow fast mode
Review
Allow Ultra Fast mode
Off
Permission
Power
6.1 Sol
On
6 Astra
On
6 Sol
On
6 Luna
On
5.6 Sol
On
5.6 Terra
Review
5.6 Luna
On
Daybreak Blue
Off
Allow medium/high/extra high effort
On
Allow Pro models
On
Allow fast mode
Review
Allow Ultra Fast mode
Review
Permission
TEST
6.1 Sol
On
6 Astra
On
6 Sol
On
6 Luna
On
5.6 Sol
On
5.6 Terra
Review
5.6 Luna
On
Daybreak Blue
Off
Allow medium/high/extra high effort
On
Allow Pro models
On
Allow fast mode
Review
Allow Ultra Fast mode
Review
Model recommendations: Keep 5.6 Sol available for ordinary Chat and 6 Luna for routine Work and Codex. Keep 5.6 Luna as a fallback where needed. Enable 6.1 Sol and 6 Sol for Power workflows, and review them for Advanced users. Approve Astra/Pro access and faster modes based on the expected work and budget. Keep Daybreak Blue outside general campus roles; consider a separately approved security role only where eligible.
A model being listed or enabled in the demo does not establish access for every Edu workspace or every product. In particular, 6.1 Sol and 6 Luna are Work and Codex options, not regular Chat defaults. Use Models → Test to check model access for the intended member. See current model availability.
Defaults by product
Console control
Core and Plus
Advanced
Power
TEST
Chat → Model
5.6 Sol, or the current approved Chat model
Approved Chat model
Approved Chat model
Match the role being tested
Chat → Effort
Instant
Medium for reasoning-heavy work
Medium
Match the role being tested
Chat → New chats
Admin default
Admin default
Admin default
Match the role being tested
Work & Codex → Model
6 Luna; 5.6 Luna if needed
6 Luna, with an approved Sol override for demanding work
6.1 Sol when enabled; otherwise, an available approved model
Match the role being tested
Work & Codex → Effort
Medium
Medium
Medium
Match the role being tested
Work & Codex → Speed
Standard
Standard
Standard
Match the role being tested
Work & Codex → New chats
Admin default
Admin default
Admin default
Match the role being tested
A starting default does not grant model access. Allow medium/high/extra high effort and Allow Pro models apply to Chat; Allow fast mode and Allow Ultra Fast mode apply to Work & Codex. Members can select other permitted options. Review role overrides for each product separately.
Set usage limits independently
Use Billing → Usage limits to configure member limits through workspace defaults, group defaults, and user overrides. Review the shared credit pool and workspace overage limit separately in Billing. The amounts below illustrate credit-based limits; approve them based on your institution’s agreement, purchased credits, expected activity, and the displayed limit period.
Usage group
Illustrative monthly limit per member
Budget owner
Core
1,000 credits
Teaching and learning
Plus
2,500 credits
Academic technology
Advanced
5,000 credits
Research office
Power
10,000 credits
IT or engineering
TEST
5,000 credits
Implementation lead
A group’s usage limit does not create a permission role or grant features. Use corresponding groups when membership matches, and separate groups when access and budget needs differ. Set the fallback for unassigned users to the intended campus baseline.
For credit-based agreements, keep workspace overages at 0 unless additional spending is approved. User overrides take precedence over group limits; otherwise, the highest applicable group limit takes precedence over the workspace default. Alerts notify recipients but do not stop usage. Running work can settle after a limit is reached. See Usage limits and overages.
Use the current rate card for included allowances and chargeable usage.
Use the Admin plugin to prepare and check changes
The Admin plugin can review roles and permissions and, after confirmation, assign an existing role to an existing group. It cannot create roles or edit their permissions. Configure the roles and permissions in Admin Console first. See Admin plugin scope.
Attach your institution’s approved matrix, resolve every Review item, and replace the placeholders below.
Compare the workspace with the matrix
Use the Admin plugin to compare workspace {workspace_id} with the attached Core, Plus, Advanced, Power, and TEST matrix. Show role IDs and a table of current versus recommended permissions. Flag missing roles, unresolved decisions, and anything you cannot inspect. Prepare a manual Admin Console change checklist. Do not make changes.
Assign a configured role to a group
In workspace {workspace_id}, prepare to assign existing role {role_id} to existing group {group_id}. Show current assignments, the access this adds, and the recorded approver. Wait for my explicit approval. Then make only that assignment and re-read the group to verify it.
Verify assignments and overlaps
Review user {user_id} in workspace {workspace_id} against the attached approved matrix. Show direct and group-based roles, overlapping grants, and unexpected access. Mark unsupported checks as unknown. Do not claim that role access verifies a specific connected app. Do not make changes.
Configure and verify
In Identity & access → Groups & roles → Roles, select Add role. Enter a role name and description, then select Create role. Create only the roles your institution needs.
In Policy & security → Permissions → Workspace default, apply the Core baseline. In Roles, open each role and apply the approved matrix values. Select Save changes.
In Groups & roles → Roles, open the role. Use Role groups → Add group to assign the intended groups. Manage SCIM-synchronized membership in the identity provider.
Configure Models → Workspace default and Models → Roles, then set usage limits. Approve individual plugins, apps, skills, and source-system access separately.
Use Permissions → Permissions by roles to compare assignments and Test to inspect effective access. Allow up to five minutes for permission updates. Use Models → Test to check model access.
Verify actual workflows with representative members, including someone with overlapping roles. Use the TEST custom role to exercise allowed actions and attempt intentionally blocked actions, then remove temporary grants.
The comparison view can retain older labels that differ from the editable permission page. Configure shared cloud-computer access in Workspace capabilities → Let agents use cloud computers using Use a browser, Allow network access, and Allow computer use.
Check
Expected result
Core member uses Chat, deep research, images, Work, and Codex
Approved, entitled tools are available; the expected limits apply.
Plus, Advanced, or Power member uses an approved exception
Only the intended additional capabilities and models are available.
Member without publishing or administration responsibilities attempts a publishing or administration action
The action remains unavailable after considering every assigned role.
Member has both Core and an additional responsibility role
Access reflects the combined grants and the intended exception.
Work or dots task uses a cloud computer or connected device
Only the approved browser, network, computer-use, and local-access capabilities work.
A plugin or agent connects to a source system
The plugin or agent uses the intended account and approved data, performs approved actions, and cannot access unrelated source data.
A member starts Chat and Work/Codex
Starting model, effort, speed, and available alternatives match the intended product settings.
A course, project, or temporary test ends
Group membership and direct grants are removed; access and budget match the new responsibilities.
Review roles each term and whenever a new permission appears. Where Admin preview is offered, decide preview access and launch access separately. General workspace settings, identity policies, Agent security, app actions, and retention remain separate from these role matrices.