Team agents
Roles & permissions
What Viewer, Editor, Full and the owner can do on a shared agent, and where guests stop.
Every person on a shared agent has one role on it. The owner made the agent. Everyone else is a Viewer, Editor or Full, set when you share it.
The four roles
| Role | Suits |
|---|---|
| Viewer | Reference packs people only read |
| Editor | People working in the workstream |
| Full | A co-lead who manages access |
| Owner | The person who made the agent |
What each role can do
| On a shared agent… | Viewer | Editor | Full | Owner |
|---|---|---|---|---|
| Open it and read its documents | ✓ | ✓ | ✓ | ✓ |
| Chat with it and run skills | ✓ | ✓ | ✓ | ✓ |
| Create and edit documents | — | ✓ | ✓ | ✓ |
| Create tasks | — | ✓ | ✓ | ✓ |
| Share it and change roles | — | — | ✓ | ✓ |
| Add or remove subscriptions | — | — | ✓ | ✓ |
| Pick the guests' model | — | — | ✓ | ✓ |
| Leave it | ✓ | ✓ | ✓ | — |
| Archive or delete it for everyone | — | — | — | ✓ |
| Team chat: set the permission mode | — | — | ✓ | ✓ |
| Team chat: answer anyone's form or card | — | — | ✓ | ✓ |
| Team task: read its chat | Unless private | Unless private | ✓ | ✓ |
| Team task: chat in it | When assigned, read-only | When assigned | When assigned | When assigned |
| Team task: assign or reassign | — | — | ✓ | ✓ |
| Team task: rename or archive | — | Ones they made | ✓ | ✓ |
| Team task: delete, clear or make private | — | — | ✓ | ✓ |
Rows marked team chat and team task are not available yet. See Team agent chat and Tasks.
Each person's chat is their own, and their actions need their own approvals. In a team chat, the person who asked can always answer their own form or card.
Only a connection's owner can lend it through Connector tools. Everyone who can edit the agent then works through that connection.
Guests
A guest is capped at Editor and follows the Editor column. They can't be given Full, so they can't share an agent onward.
A guest can't create agents of their own. A share with all members leaves guests out. See Collaborators.
Workspace roles
Admin and Member are workspace roles, separate from the roles above. They decide who runs the workspace, not who can open an agent.
An admin sees only the agents shared with them. Sharing is always the owner's choice. See Members & roles.
When admins limit agent creation to themselves, members can still create tasks on agents shared with them as Editor or Full.