Overview
Once you've created a group and added members, you can share resources with the entire group at once. All group members will receive the same level of access (Editor or Viewer) to the shared resource.
Sharing a resource (assistants, flows, datasources) with a group
Open the resource you want to share
Expand the Security & Permissions section
Search for and select the group you want to share with
Select the group's role:
Editor: Group members can modify the assistant
Viewer: Group members can use the assistant but cannot modify it
Click Save
Sharing a conversation with a group
Open the conversation you want to share
Select the 'Share this conversation' icon in the conversation header
Search for and select the group you want to share with
Select the group's role:
Editor: Group members can modify the conversation
Viewer: Group members can view the conversation
Click Save
Changing a group's role on a resource
Open the resource (assistant, datasource, flow, or conversation)
Navigate to the permissions section
Find the group in the permissions list
Click on the group's current role
Select the new role (Editor or Viewer)
Save changes
Removing a group's access to a resource
Open the resource (assistant, datasource, flow, or conversation)
Navigate to the permissions section
Find the group in the permissions list
Click the Remove button next to the group
Save changes
All group members will lose access to this resource through the group (unless they have access through other means).
Understanding permission hierarchy
If a user has access to a resource through both individual permissions and group membership, the highest privilege role wins.
Example:
The Marketing group has Viewer access to an assistant
John is in the Marketing group
John also has individual Editor access to the same assistant
John will have Editor access (the higher privilege)