Groups
What are groups?
Section titled “What are groups?”Groups let admins organize users into teams and control which agents each team can access. Instead of making every agent visible to everyone, you can scope agent access to specific groups — so only the right people see the right agents.
Creating a group
Section titled “Creating a group”- Go to Settings → Groups.
- Click Create Group.
- Enter a name and optional description, then save.
Managing members
Section titled “Managing members”- In Settings → Groups, click a group to edit it.
- Use the member picker to add or remove users.
- Save your changes.
A user can belong to multiple groups. Admins always have access to all agents regardless of group membership.
Agent visibility modes
Section titled “Agent visibility modes”Each agent has a visibility setting that controls who can see and use it. Configure this in Agent Settings → Access tab.
There are two visibility modes:
| Mode | Who can access |
|---|---|
| All users | Every authenticated user |
| Restricted | Admins only by default; optionally scoped to specific groups |
Restricted (default)
Section titled “Restricted (default)”New agents are created with Restricted visibility. This means the agent is invisible to regular users until an admin explicitly publishes it. This is a safe default — you can configure and test an agent before anyone else sees it.
When you select Restricted, a group picker appears. You can optionally choose one or more groups — only members of those groups (and admins) will see the agent. If no groups are selected, only admins have access.
For example, you might create an “HR Team” group and assign your HR Knowledge Base agent to it. Only HR team members and admins can see and chat with that agent.
All users
Section titled “All users”Set an agent to All users when every user on the platform should have access. This is useful for general-purpose agents like a company-wide assistant.
How it works with personal agents
Section titled “How it works with personal agents”Personal agents (the auto-created Smithers agent each user gets) are not affected by group visibility settings. Every user always has access to their own personal agent.
Audit trail
Section titled “Audit trail”All group management actions are logged in the audit trail: group creation, updates, deletion, and member changes.