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Manage User Roles and Permissions

Account owners can invite users to collaborate on specific Agents. Invited users can access the Models and Data modules for the invited account but can only see the Agents they are invited to.

Note

You can only invite those users to an application, who have access to your account.

Steps to invite users to your Agent:

  1. Open the Agent - click Agents on the top navigation bar and click the specific Agent to open it.

  2. Click Sharing & Permission in the left navigation bar. The page lists the existing collaborators, if any.
    Sharing and Permissions

  3. Click Invite to add users to your agent. The Invite Users dialog box is displayed.

    Note

    Only the account owners can view the Invite button and invite other users.

  4. Enter users’ email addresses to invite them and click Invite to grant them access to collaborate on the Agent.
    Invite Users