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Dashboard

Set roles and permissions

Assign dashboard access and agent chats without confusing them with app roles or paid seats.

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Roles group members by dashboard permissions and agent access. Members can hold several roles: agent grants combine; the highest dashboard level applies.

Before you begin

Owners and dashboard editors manage roles. Only the owner can grant Editor access or manage an Editor role's identity, access level and membership.

Configure a role

  1. Open Team and select Roles.
  2. Create or open a role.
  3. Set its name and dashboard access level.
  4. Use Add members to select its members.
  5. Use Add agents to grant agent chats.
  6. Select Save changes.

Editors can manage non-Editor roles and adjust agent grants on any role, including Editor roles. They cannot change the roles of a member who already holds Editor access.

Choose dashboard access

LevelDashboardAgent chats
No accessCannot open the dashboard.Only agents granted through roles.
ViewerRead operational resources, Workspace, tools and Usage; use the read-only Assistant. Members, Roles and Billing stay hidden.Every active account agent.
EditorViewer access plus operational edits, the member directory, member activity and delegated role management.Every active account agent.
OwnerFull governance, including billing, invites, removals, spend limits, credential reveal and app connection choices.Every active account agent.

Each dashboard level adds permissions; ownership adds governance beyond Editor access.

  • No accessCannot open the dashboard at all
  • ViewerRead agents, Workspace, tools and Usage. Read-only Assistant
  • EditorEdit agents, Workspace and tools. Manage non-Editor roles
  • OwnerInvites, spend limits, billing, credential values, app connections
Each level adds to the one above it. Only the owner can grant Editor access — an editor can never promote anyone, including themselves.

A paid seat makes someone an active member. Their business roles determine dashboard access and agent grants; each app separately assigns app roles.

Active member

Paid seat and personal assistant

assigned roles
Business roles
Dashboard levelAgent grants
effective access
Dashboard and agent chats

Dashboard access unlocks every active agent

Otherwise, only role-granted agents

Each app’s Access tab

Assign an app role to the member’s business role

A paid seat enables membership. Business roles govern dashboard and agent access; app roles are assigned separately.

Check agent and app access

Owners and dashboard members reach every active agent through web, mobile and MCP, without role grants. Editing follows their dashboard level.

Removing agent access hides chats and blocks history and attachments. History returns if access is restored.

Set app roles in each app's Access tab. Naming a business role “Editor” does not grant an app role automatically.

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