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Use the Users page to change a user’s role, groups, projects, and permissions after you add them. To open it, click Manage workspace at the bottom of the project sidebar, then click Users. Only account Admins can see the Users page. users

Find a user

  • Type in the search field to filter the list by email address.
  • Click the User or Role column header to sort the list.
  • The Projects column shows each project that a Member can open. Click a project to see the permission level for each area in that project. Admins have access to every project, so the column is empty for Admins.
The list shows 50 users per page.

Edit a user

1

Open the row menu

Find the user in the list. Click the menu at the end of the row, then click Edit. The Edit user panel opens on the right.
2

Change the role, groups, or projects

Change any of these fields:
  • Role: select Admin or Member. If you change the role, Agent Studio clears the project permissions. You must set them again.
  • Groups (Optional): add or remove groups.
  • Projects: add or remove projects. Click a project row to expand it and change the permission level for each area.
3

Confirm a role change

If you changed the role, a checkbox appears above the buttons. Select the checkbox to confirm that you want to update the role.
4

Save

Click Save.
edit-user
You cannot edit or delete your own user. Ask another Admin to make changes to your account.

Edit multiple users

You can apply one set of role, groups, projects, and permissions to several users at once.
1

Select the users

Select the checkbox at the start of each row. A bar appears at the bottom of the page with the number of selected users.
2

Open the Edit users panel

Click Edit. The Edit users panel opens on the right.
3

Set the new values

Set the role, groups, projects, and permissions. Hold the pointer over an email tag to see that user’s current role and projects.
4

Save

Click Save.
A bulk edit replaces the current permissions of every selected user. It does not add to them.

Re-send an invitation

If a user has a Pending or Expired tag, they did not accept the invitation yet.
  1. Click the menu at the end of the user’s row.
  2. Click Re-send invitation.
Agent Studio sends a new invitation email. The new link expires 48 hours after Agent Studio sends it.

Delete a user

Deleting a user removes them from the account. They lose access to every project in the account.
1

Open the row menu

Click the menu at the end of the user’s row, then click Delete.
2

Confirm

Type the user’s email address in the field, then click Delete.
To delete several users at once, select the checkbox at the start of each row. Click Delete in the bar at the bottom of the page. Type confirm in the field, then click Delete.

Export the user list

Click Export in the top right corner to download the user list as a CSV file. If you typed a search term, the file contains only the users that match the search.

Add users

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

Role permissions

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