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Tab 05 · Users & access

Security Tab

Manage who can interact with and configure the agent, and how its data is protected.

Primary userAdmin, Integration Specialist

01

What's inside

  • 01

    Document Access toggle — when enabled, only the agent owner can access the agent's training documents.

  • 02

    Users sub-tab — every internal user with access to the agent.

  • 03

    Invited Users sub-tab — pending invitations for external or new users.