Roles and Permissions for AI Studio Follow

Roles and permissions in AI Studio help control who can use, create, edit, delete, and manage agents and Skills.

To Manage the Roles & Permissions

• Navigate to the Profile Icon on the top-right corner.
• Click Setup.
• Go to Users & Security.
• Click Profile Permissions.

• Select the profile you want to manage and click Edit.

• Go to the AI Studio section.

Here, you will find the following options for AI Studio:

• Use Assistant: Allows users to chat with Assistant. If disabled, users will not have access to Assistant features.
• Use Agents: Allows users to invoke Agents. If disabled, users will not have access to Agent Inbox features.
• Create Agents: Allows users to create and publish new agents in AI Studio. If disabled, users cannot create agents.
• Edit Agents: Controls which agents users can edit.
  • Own: Users can edit agents they own.
  • Own and Shared: Users can edit agents they own or agents shared with them when they have Can Edit access.
  • Any: Users can edit any agents.
• Delete Agents: Controls which agents users can delete.
  • Own: Users can delete agents they own.
  • Own and Shared: Users can delete agents they own or agents shared with them when they have Can Edit access.
  • Any: Users can delete any agents.
• Manage Skills: Allows users to create, update, publish, and delete Skills in AI Studio.

• AI Studio Admin: Allows users to manage advanced AI Studio settings, such as allowed CRM data, action policies, approval rules, usage limits, safety settings, and audit-related controls.