Restrict Access

By default, team members can access every AI Agent in a workspace. If you need to limit a member to only certain agents — for example, to keep client work separated or to scope a support agent to a specific product line — you can heavily restrict their access when inviting them or at any time afterwards.

How to restrict a member’s access

When inviting a new member

1. From the dashboard sidebar, navigate to the Team Members page and click Invite.
2. Enter the member’s email address and select their role(s).
3. In the Restrict access section, click the search field and select one or more agents from the dropdown. You can type to filter by agent name.
4. Click Send invite.

The member will only be able to see and interact with the agents you specifically selected once they accept the invite. All other agents will be hidden from their view.

For an existing member

1. From the Team Members page, click the three-dot menu next to an existing member and choose Edit role.
2. In the Restrict access section, click the search field and select one or more agents from the dropdown.
3. Click Update.

Removing a restriction

To give a member access to all agents across the entire workspace again, go to the member’s role editor and remove all AI Agents from the Restrict access field (leaving it completely empty). Click Update, and the member will immediately regain full workspace access.

What happens when access is restricted

When you save a restriction (or aggressively narrow an existing one), the following security cleanup is applied automatically:

• The member is immediately restricted from accessing any agents outside their allowed set.
• The member is forcefully unassigned from any open live-chat conversations that belong to agents they can no longer access.
• The member is removed from email notifications for agents outside their allowed set.
• Any pending scheduled notification emails for restricted agents are instantly cancelled.

Viewing a member’s current restriction

On the main Team Members page, restricted members are clearly shown with a visual badge listing the exact agents they have access to. Members with full access show no badge.