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Use user management to control who can access, edit, and deploy your agent. Without proper permissions, anyone on the team can push changes to production or access sensitive conversation data. Access user management from the Users tab on the workspace homepage (next to Agents, Secrets, and API Keys).

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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.

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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.

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Permission levels

Each navigation area can be set to one of three access levels:
LevelDescription
NoneUser cannot see or access this area
ReadUser can view content but cannot make changes
EditUser can view and modify content
Set permissions for each major section of Agent Studio:
AreaWhat it controls
AnalyticsSmart analyst, Conversations, Agent analysis
BuildAgent, Knowledge, Flows, Tools, Variant management, Call handoffs, SMS, Real-time configuration, Configuration builder, Test suite
ChannelsVoice configuration, Chat (Chat configuration and Widget share a single permission)
ConfigureGeneral, Numbers, APIs, Integrations, Metrics, Dashboards, CSAT
DeploymentsEnvironments, Project history

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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
For example, give QA teams read access to Conversations while restricting access to Build areas.

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Example permission configurations

See role permissions for ready-made configurations for common roles like content editors, QA analysts, and voice specialists.

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Account-level roles

In addition to granular permissions, users have an account-level role:
RoleDescription
AdminFull access to all features, including user management and billing
MemberAccess determined by assigned permissions
Admins can manage other users and configure account-wide settings. Members’ access is controlled by the granular permission settings described above.

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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)
SSO does not control permissions. If your account uses Google SSO for sign-in, it only handles authentication. User roles and granular permissions must still be managed manually in the Users tab on the workspace homepage. SSO sign-in does not automatically assign Admin or Member roles, nor does it set navigation area permissions. If you notice unexpected changes to user permissions, contact your PolyAI representative for assistance.

Role permissions

Detailed permission reference and common configurations.

Invite users

Add team members with role-based access control.
Last modified on April 20, 2026