Documentation Index
Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
Use this file to discover all available pages before exploring further.
Agent Studio offers granular permission control, allowing you to mix access levels across different areas for each user.
Account roles
Admin
Admins have full access to all workspace features:
- Manage all projects and configurations
- Invite and remove users
- Modify user permissions
- Access billing and account settings
- Full edit access to all navigation areas
Member
Members have permission-based access determined by their assigned settings:
- Access controlled per navigation area
- Can have different permission levels for different sections
- Cannot manage other users or account settings
Permission levels
Each navigation area supports three access levels:
| Level | Capabilities |
|---|
| None | Area is hidden; user cannot view or access any content |
| Read | User can view all content but cannot create, edit, or delete |
| Edit | User can view, create, modify, and delete content |
Navigation areas and sub-sections
Analytics
Control access to conversation data and analysis tools.
| Sub-section | Controls |
|---|
| Smart analyst | AI-powered conversation insights |
| Conversations | Call transcripts, recordings, and review |
| Agent analysis | Performance metrics and trends |
Build
Control access to agent configuration and development.
| Sub-section | Controls |
|---|
| Agent | Agent persona, rules, and settings |
| Knowledge | Managed Topics and Connected knowledge (both tabs) |
| Flows | Conversation flow design |
| Tools | Functions, secrets, and integrations |
| Variant management | Multi-site configurations |
| Call handoffs | Transfer destinations and routing |
| SMS | Text messaging configuration |
| Real-time configuration | Real-time config tools |
| Configuration builder | Build and manage configuration schemas |
| Test suite | Automated testing |
Channels
Control access to voice and chat channel settings.
| Sub-section | Controls |
|---|
| Voice | Agent Voice, response control, audio management, speech recognition, voice configuration |
| Chat | Chat configuration and widget settings (these share a single permission) |
| Sub-section | Controls |
|---|
| General | Project-wide settings |
| Numbers | Phone number management |
| APIs | API keys and configuration |
| Integrations | Third-party service connections |
| Metrics | Custom metrics definition |
| Dashboards | Analytics dashboards |
| CSAT | Customer satisfaction surveys |
Deployments
Control access to environment and version management.
| Sub-section | Controls |
|---|
| Environments | Sandbox, Pre-release, Live promotion |
| Project history | Version history and comparisons |
Setting permissions
- Go to the Users tab on the workspace homepage.
- Select a user or click Invite for new users.
- For each navigation area, select None, Read, or Edit.
- Expand sections for more granular control.
- Save changes.
Start with broad area permissions, then expand sections to fine-tune access where needed.
Common configurations
Read-only reviewer
Analytics: Read
Build: Read
Channels: Read
Configure: Read
Deployments: Read
Knowledge editor
Analytics: Read
Build > Knowledge: Edit
Build > (other): Read
Channels: Read
Configure: None
Deployments: None
Full developer
Analytics: Edit
Build: Edit
Channels: Edit
Configure: Read
Deployments: Edit
Operations manager
Analytics: Edit
Build: Read
Channels: Read
Configure: Edit
Deployments: Edit
Permission inheritance
- If a parent area is set to None, all sub-sections are inaccessible
- Setting a parent area to Edit grants edit access to all sub-sections unless overridden
- Sub-section permissions can be more restrictive than the parent, but not less restrictive
Related pages
User management
Getting started with permissions and account-level roles.
Invite users
Add new team members with role-based access control.
