Sharing with Specific Users or Groups
To give specific people or teams access to an agent:
Open the agent you want to share.
In the configuration menu, expand the Security & Permissions section.
Click the Add User or Add Group button.
Search for the user or group by name or email.
Select the appropriate role for the user/group:
Viewer: Can use the agent but cannot modify it.
Editor: Can use and modify the agent configuration.
Click Save to confirm the changes.
Sharing with the Entire Company
If you want everyone in your organization to have access to the agent:
Open the agent you want to share.
Expand the Security & Permissions section.
Locate the Visibility setting.
Change the setting from Private to Public.
Public allows all users in the company to view and use the agent.
Only users with explicit Editor permissions will be able to modify it.
Click Save.
Using Groups for Efficient Sharing
For easier management, we recommend sharing with Groups rather than individual users whenever possible. This allows you to manage access by simply adding or removing users from the Group, rather than updating permissions on every agent individually.
See How to Create and Manage Groups for more details.
Note: Sharing is not available for users with Member or Consumer roles. You must have Creator, Admin, or Owner privileges to share an agent.
