The Assistant Edit Access feature allows you to manage who can view and use specific assistants within your team. This helps ensure secure collaboration while maintaining proper control over accessibility.Access Level Settings for Assistants#
You can configure assistant visibility using the following access levels:1.
Public
The assistant is accessible to all users. Anyone with access to the platform can view and use the assistant given that the user must also hold a Permission Set granting view permission on assistants at any scope.
2.
Private
The assistant is only accessible to selected users or teams. Only those who have been granted explicit access will be able to view and use the assistant.
2. Click on the three dots next to your assistant#
3. Click on Edit Access#
4. Here, you can view all the users and teams to whom you have directly granted access to your assistant.#
Assistant settings within the Edit Access page are read-only. Allowed users can view the current configuration, but no changes can be made from within this page.To modify the assistant, the user must open the assistant in Edit mode in Staging Environment outside the Edit Access page context.
5. Click on the chat icon next to your assistant.#
6. Bring your assistant to the Staging environment, you cannot edit the assistant's settings in the Production environment.#
7. Your assistant is initially in a Draft state. To make it available for public, you need to set the assistant to Live.#
A draft assistant is only visible to the owner of the assistant and the Global Admins if the assistant comes under the scope of permissions granted to them via Permission Sets. To make it accessible to the public or other users, it must be set to Live.
8. When you publish your assistant, you will be presented with two access options: Public or Private.#
9. If you select Public and publish the assistant, it will become available to all users, and you will not be able to restrict access to specific users or teams.#
10. If you want to make your assistant Private, select Private and publish the assistant#
11. Once you’ve made all your changes in the Staging environment, Click the Publish button at the top of the page.#
12. Click Publish Changes to confirm and push the assistant configuration live to Production.#
13. Click on More#
14. Click on Edit Access#
15. Now, your assistant will be visible only to the selected users and teams. You can add users and teams from here.#
16. Select the user to whom you want to grant access to the assistant.#
17. Select the role of the user#
18. There are two roles available: Member and Admin. You can assign either role to a user. To learn more about these roles, please refer to this guide#
Sharing an assistant with a user does not grant actions by itself. It names which assistant a user may act on; the actions they can actually perform still come entirely from the Permission Sets they hold. In other words, a share opens the door to a specific assistant, but the Permission Set decides what the user can do once inside.A user's access is the intersection of their share level with their capability for that action. A capability is the scope-agnostic union of every scope grant the user holds for that action across all of their assigned Permission Sets — in plain terms, "does this user have view (or edit, delete, deploy) at any scope?"Member share — the user can view the assistant if they hold any Permission Set that grants view at any scope. A member share contributes nothing to edit, delete, or deploy.
Admin share — the user can view, edit, delete, or deploy the assistant, action by action, if they hold any Permission Set that grants that same action at any scope. An admin share never unlocks an action the user has no Permission Set for.
19. After selecting the user and role, Click on Add#
20. If you want to grant assistant access to an entire team (a group of users), click on Add Team.#
21. Select the team to whom you want to grant access to the assistant.#
22. Select the role of the team.#
There are two roles available: Member and Admin. You can assign either role to a team. To learn more about these roles, please refer to this guideSharing an assistant with a team does not grant its members access automatically. Each member gains access only if they hold a Permission Set that allows the action on assistants shared with their teams.Member share — allows a team member to view the assistant if their Permission Set grants view on assistants shared with the user's teams. It is capped at view: the member cannot edit, delete, or deploy the assistant, even if a Permission Set would otherwise grant those actions.
Admin share — allows a team member to view, edit, delete, or deploy the assistant, action by action, for each action their Permission Set grants on assistants shared with the user's teams.
23. After selecting the team and role, Click on Add#
24. Click on Update Permissions to save your changes#
25. Here, you can see that the assistant’s status has changed from Drafted to Live.#
26. In the Inherited Access section, you can view all the Users and Teams who have access to the project in which your assistant is located.#
Note that if a user or team has access to the project, they will automatically have access to all assistants within that project, even if you have not granted them explicit access.
