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Control who can access which agents and what actions they can perform.

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Permission Levels

Team Level

Invite users and set team-wide permissions.

Agent Level

Control access to specific agents.

Agent-to-Agent

Define which agents can communicate with each other.

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User Roles

RolePermissions
ViewerSee agent activity and chat history
UserInteract with agents via chat
EditorModify agent instructions and capabilities
AdminFull control including access management

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Team Settings

At the team level, you can:
1

Invite users

Add team members via email invitation.
2

Assign roles

Give users admin or edit rights to the team.
3

Set defaults

Configure default permissions for new agents.
4

Manage billing

Track credit usage across the team.

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Agent-Specific Permissions

For each agent, configure:
  • Who can view — See activity and history
  • Who can use — Send messages to the agent
  • Who can edit — Modify instructions and capabilities
  • Who can admin — Manage the agent’s settings
Use the principle of least privilege: give users only the access they need for their role.

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Agent-to-Agent Access

Control which agents can communicate: 
✅ Customer Service Agent → Knowledge Base Agent
✅ Customer Service Agent → Escalation Agent
❌ Customer Service Agent → Finance Agent
This prevents unintended interactions between agents with different security profiles.

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Best Practices

Use different permissions for agents in development vs. production.
Periodically audit who has access to what.
Set secure defaults that apply to all new agents.
Keep records of why specific access was granted.