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Use user management to control three things:
  • Who can sign in to your account.
  • Which projects each user can open.
  • What each user can view or change inside each project.
To open user management, click Manage workspace at the bottom of the project sidebar. Then click Users in the Workspace section. Only account Admins can see the Users page. manage-workspace users

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Roles

Every user has one account-level role.

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Projects and permission levels

Member permissions are set per project. A Member cannot open a project that no Admin assigned to them. Inside each assigned project, each area has one of three permission levels: Areas are grouped in a tree. Set a top-level area to apply one level to everything inside it. Expand the area to set a different level on a single item. For example, give a QA team Read on Conversations and None on every build area. See Role permissions for the full list of areas and how the tree behaves.

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Groups

A group is a label that you attach to a user. Use groups to find and organise users in the Users list. Groups do not change permissions.

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Sign-in

Users sign in at the Agent Studio URL for their region:
Single sign-on (SSO) handles sign-in only. SSO does not assign roles or permissions. You must manage roles and permissions on the Users page. If you see unexpected changes to user permissions, contact your PolyAI representative.

Add users

Add users, assign a role, and set project permissions.

Manage users

Edit, delete, and export users. Re-send invitations.

Role permissions

Reference for every permission area and level.
Last modified on September 9, 2026