Agent Permissions

For those users that have been given the Agent Access Permission (in User Settings), Agent Permissions at the Agent-level allows another level of control. You can control who can access, chat with and edit your Agents. You can set default access for your entire organization, then override those defaults for specific individuals when needed.

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Accessing Permissions

You can manage permissions from three places:

• Agent Library: Click the ☰ menu on any agent → "Manage Access"
• Agent Conversation: Click the ☰ menu in the top right → "Manage Access"
• Agent Builder: Select the Settings tab

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How It Works

Permissions operate on two levels:

1. Organization Access — The default for everyone in your org with Agent Access enabled
2. Individual Access — Overrides the org default for specific users you choose

When you create an agent, it defaults to Can Edit, which can be adjusted if needed.

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Access Levels

What each level means:

• Private — Only the owner can see or interact with the agent
• Can Chat — Users can chat with and duplicate the agent, but cannot access the Agent Builder or change settings
• Can Edit — Users have full access to configure the agent and manage who else can access it
• Owner — The person who created the agent. Only the owner can delete the agent or set it to Private

Note: Ownership is assigned at creation and cannot be transferred through the UI.

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Adding Individual Access

When you click "Manage Access," you can search for teammates to grant individual permissions. Only users with Agent Access enabled at the user level will appear in search results.

To remove someone's individual access, select Remove from their access dropdown.

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Tips

• Set Organization Access to "Can Chat" or "Can Edit" when you want broad visibility across your team
• Use Individual Access to give specific people more (or less) access than the org default
• Only owners can set an agent to Private—this prevents editors from accidentally locking out the team