User Roles & Permissions
There are three roles available, where permissions are different for each and every role.Role | Manage Billing | Team Management | Build Agents | Share Agents | Publish Agents |
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Owner | Yes | Yes | Yes | Yes | Yes |
Admin | No | Yes | Yes | Yes | Yes |
Member | No | No | Yes | Yes | Yes |
Billing
- Only owners have access to billing. Click Manage at the bottom of the left sidebar.
- A new page will open; click on Manage Billing.
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Here, you can view invoices, modify card details, check upcoming payment details, and unsubscribe.
Team Management
- Both Owners and Admins can manage the team. Click Manage at the bottom of the left sidebar.
- A new page will open; click on the Teams tab.
- You will see a list of added users. Click on the three dots next to a user to remove them.
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To add a new member, click Invite, enter the email ID, assign a role, and submit to add the team member.
Collaboration & Sharing
- Any creator of an agent or knowledge base can share it with other members within the organization.
- Collaboration ensures seamless knowledge sharing and team-wide access to important resources.
- Irrespective of the role, an agent can be published as part of teams/organization
- Open agents page or knowledge base page from the sidebar menu
- Choose the agent or knowledge base you want to share, and click on ”…” dots on top right of the card
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Choose the individual(s) you want to share, and click on share.