User Agents

user agents the user agents section allows you to manage users who have been granted access to a specific ai agent each user can be assigned a role and associated permissions that define what they can view or modify overview each record in the user agents table includes user name the full name of the person with access email the email address used to register the user roles indicates the user’s level of access, such as owner or contributor permissions lists access restrictions or codes that apply to the user (e g , document access control) 1\ viewing and filtering users you can filter users using the search name/email input field filter input a name or email to locate specific users reset clears the filter to show the full list of user agents 2\ editing a user agent click on a user row to open the user agent roles & permissions editor view name and email these are read only and cannot be edited change roles use the dropdown to assign or update the user’s role (e g , contributor , owner ) assign permissions select specific permission codes if access needs to be restricted to certain documents or modules save applies and stores the updated settings delete user agent permanently removes the user's access to the agent 3\ roles owner full administrative privileges can configure the agent, manage users, update content, and delete the agent contributor can collaborate on content creation, update files, or interact with the agent depending on assigned permissions 4\ permissions permissions define specific access scopes, such as access to protected documents rights to modify only specific content types you may assign one or more permission codes per user to tailor their access rights best practices limit owner roles assign owner role only to key personnel to avoid unintended system changes use permission codes strategically ensure contributors have the appropriate level of access without overexposing sensitive resources regularly review roles revoke or adjust roles when team responsibilities change audit access frequently check active users to ensure only current collaborators are retained next steps use the invitations menu to add more team members to your ai agent return to permissions to manage global access codes visit the contents tab to assign authorship or restrict visibility for sensitive documents