We’ve added permissions to help you control who can view and edit AI Agents in Aptly. These permissions give your team more flexibility when managing AI Agents while ensuring sensitive settings remain secure.
Overview of the New Permissions
There are two distinct permissions you can enable for AI Agents:
- View AI Agents
This permission allows a user to see all existing AI Agents and their details.
- Edit AI Agents
This permission allows a user to add, update, or remove AI Agents.
How to Update AI Agent Permissions
Follow these steps to update permissions for a specific role:
- Navigate to Company Info & Team:
In Aptly, go to Settings > Company Info & Team in the main menu.
- Go to User Roles & Permissions:
Scroll down to the Roles and Permissions section.
- Edit the Role:
- Locate the role you want to update.
- Click the pencil icon ✏️ next to the role name.
- Enable or Disable Permissions:
- Check the box next to View AI Agents or Edit AI Agents (or both).
- Uncheck the box if you want to remove access.
- Save Changes:
Click Save to apply the updated permissions.
Best Practices
- View Only for Transparency:
Grant View AI Agents to team members who need visibility into AI Agent operations without the risk of accidental edits.
- Edit Access for Trusted Roles:
Restrict Edit AI Agents to admin-level roles or trusted team members who are responsible for maintaining AI Agents.
Summary
The new View AI Agents and Edit AI Agents permissions give you precise control over who can manage AI Agents in Aptly.
- Use View to provide insight without edit capabilities.
- Use Edit to allow full management access.
By default, these permissions are disabled, so make sure to enable them if your team needs access.