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Roles on a shared resource are separate from org roles (Admin / Manager / Member). You set them in the Share dialog.

What each role can do

Full matrix: Share Permissions.

Which roles exist where

  • Agents and skills: Editor, Viewer, Use Only
  • Workflows: Editor and Viewer (no Use Only)

How to assign a role

  1. Open the agent and click Share.
  2. Add a person by email, or set General Access for the team or organization.
  3. Pick Editor, Viewer, or Use Only.
For a company-wide agent that people should only talk to, set General Access to Organization + Use Only.

FAQ

Viewer can see the setup and chat. Use Only can only chat. They cannot see instructions, tools, or files.
No. Team members get Viewer-level access to team agents by default. Raise the role in Share if they should edit.

Share Permissions

Full role reference

Who can see chats

Chat visibility by role