Restrict Access to Specific AI Agents

By default, team members can access every AI agent in a project. 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, you can restrict their access when inviting them or at any time afterwards.

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How to restrict a member’s access

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When inviting a new member

1. From the Project menu, go to Settings > Members 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 name.

4. Click Send invite.

The member will only be able to see and interact with the agents you selected once they accept the invite.

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For an existing member

1. From the Members page, click the three-dot menu next to a member and choose Edit role.
2. In the Restrict access section, click the search field and select one or more agents from the dropdown. You can type to filter by name.
3. Click Update.

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Removing a restriction

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

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What happens when access is restricted

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

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

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Viewing a member’s current restriction

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