Access levels
The four access levels on a person, what each one can do, and how to choose one.
Open People, then the person. Under Studio access, Access level is four cards. Choosing a card saves it at once. The page says Access level saved: and the level's name.
What each level can do
| Level | On the card |
|---|---|
| User | Use agents and run workflows. |
| Manager | Also edit instructions, skills and knowledge in your departments. |
| Department admin | Also manage and publish agents and workflows, and ask people to connect, in all your departments. |
| System admin | Manage the whole company, including people, settings and billing. |
A Manager or Department admin changes things only in the departments on their page. With none, they can't change anything yet. A User uses agents and runs workflows, and changes nothing. A System admin manages the whole company, departments or not. The company always keeps at least one System admin.
Change a person's level
- Open People and choose the person.
- Under Studio access, choose User, Manager, Department admin or System admin.
- It saves at once. You do not press a separate save.
Only a company Admin can change this. Anyone else sees the level and that line. If someone else saved first, the page says Their access changed since you opened this page. Their current level is shown again; choose again.
When it is not a simple choice
- A custom role still in place: the page names that role and the Nearest level. Choosing a level replaces the custom role. If anything was added or removed just for them, choosing a level clears that too.
- A community author: levels don't apply. They keep their own access.
- Someone removed, inactive or not joined yet: A level applies once they have access.
Set the level when you invite
- On People, choose Invite a person. The page is titled Invite someone.
- Access level says what they can do in Studio. You can change it after they join.
- Departments are the departments they join. Managers and Department admins change things only there.
- For a Manager or Department admin with no department, the page says With no department they can't change anything yet. Pick at least one.
- They get nothing until they accept.
A Department admin can invite a User or a Manager, and only into their own departments. A System admin can invite any of the four levels.