Invite team members to your PolyAI account and control their access with granular, role-based permissions.
Access user management from Configure > User Management in the sidebar.
Inviting users
Add colleagues to your account to collaborate on building and managing agents. Each user can be assigned permissions that determine their level of access to different areas of Agent Studio.
See Invite users for step-by-step instructions.
Granular permissions
Agent Studio supports mixed permissions across different navigation areas. Give users edit access where they build, and restrict access where they only need visibility.
Permission levels
Each navigation area can be set to one of three access levels:
| Level | Description |
|---|
| None | User cannot see or access this area |
| Read | User can view content but cannot make changes |
| Edit | User can view and modify content |
Navigation areas
Set permissions for each major section of Agent Studio:
| Area | What it controls |
|---|
| Analytics | Smart analyst, Conversations, Agent analysis |
| Build | Agent, Knowledge, Flows, Tools, Variant management, Call handoffs, SMS, Configuration builder, Test suite |
| Channels | Voice configuration, Chat configuration, Widget |
| Configure | General, Numbers, APIs, Integrations, Metrics, Dashboards, CSAT |
| Deployments | Environments, Project history |
Expandable sections
For more specific control, expand any section to set permissions on individual items. For example:
- Expand Analytics to set separate permissions for Conversations vs Smart analyst
- Expand Build to allow Edit on Knowledge but Read-only on Tools
Use granular permissions to give QA teams read access to Conversations while restricting access to Build areas.
Example permission configurations
Content editor
| Area | Permission |
|---|
| Analytics | Read |
| Build > Knowledge | Edit |
| Build > Tools | Read |
| Channels | Read |
| Configure | None |
| Deployments | None |
QA analyst
| Area | Permission |
|---|
| Analytics | Edit |
| Build | Read |
| Channels | Read |
| Configure > Dashboards | Edit |
| Deployments | Read |
Voice specialist
| Area | Permission |
|---|
| Analytics | Read |
| Build | Read |
| Channels > Voice | Edit |
| Channels > Chat | None |
| Configure | Read |
| Deployments | Read |
Account-level roles
In addition to granular permissions, users have an account-level role:
| Role | Description |
|---|
| Admin | Full access to all features, including user management and billing |
| Member | Access determined by assigned permissions |
Security
- User permissions are scoped to your account
- Sensitive data is only accessible to authorized users based on their assigned permissions
- Permission changes take effect immediately
- Audit logs track permission modifications (for Enterprise accounts)
Related pages
