Team & permissions
Invite teammates, assign roles, and control what agents and AI can do. 10 articles in this collection.
Invite teammates and set roles
Add owners, admins, and agents, then control what each role can access.
Roles and permissions
Understand how Agentra roles protect settings, billing, and customer actions.
Owner, admin, and agent compared
Pick the right role when inviting coworkers to your Agentra workspace.
Remove or change a teammate role
Update access when someone joins, changes teams, or leaves your company.
AI settings access by role
Limit who can change AI tone, permissions, and workflows in production.
Audit team access
Periodically review who can sign in, their roles, and inactive accounts.
Single sign-on overview
Learn how SSO fits enterprise Agentra deployments when available on your plan.
Workspace security basics
Protect customer data with strong passwords, careful roles, and safe integrations.
Assign channels to agents
Focus teammates on the channels they know best, such as email versus live chat.
Team notifications
Choose how agents learn about new assignments and escalations from the AI Agent.
Still need help?
Get help from Agentra
Ask our AI Agent for an instant answer, or contact our team for personal support.