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.Documentation Index
Fetch the complete documentation index at: https://docs.chatling.ai/llms.txt
Use this file to discover all available pages before exploring further.
How to restrict a member’s access
When inviting a new member
- From the Project menu, go to Settings > Members and click Invite.
- Enter the member’s email address and select their role(s).
- 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.
- Click Send invite.
For an existing member
- From the Members page, click the three-dot menu next to a member and choose Edit role.
- 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.
- Click Update.
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.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.