Agent Studio offers granular permission control, allowing you to mix access levels across different areas for each user.
Account roles
Admin
Admins have full access to all workspace features:
- Manage all projects and configurations
- Invite and remove users
- Modify user permissions
- Access billing and account settings
- Full edit access to all navigation areas
- Use Studio Assistant (Beta) on enterprise clusters
During the Beta, Studio Assistant is available only to project admins on enterprise clusters. Permissions will become more granular over time.
Member
Members have permission-based access determined by their assigned settings:
- Access controlled per navigation area
- Can have different permission levels for different sections
- Cannot manage other users or account settings
Permission levels
Each navigation area supports three access levels:
| Level | Capabilities |
|---|
| None | Area is hidden; user cannot view or access any content |
| Read | User can view all content but cannot create, edit, or delete |
| Edit | User can view, create, modify, and delete content |
Navigation areas and sub-sections
Analytics
Control access to conversation data and analysis tools.
| Sub-section | Controls |
|---|
| Conversations | Call transcripts, recordings, and review |
| KPIs | Custom metric definitions |
| Custom metrics | Post-call reporting and extraction queries |
| Dashboards | Standard, safety, and custom analytics dashboards |
| PolyScore | Automated conversation scoring |
| Smart Analyst | AI-powered conversation insights |
| Agent analysis | Per-call categorization and trends |
| CSAT | Customer satisfaction surveys |
Behavior
Control access to agent personality, language, guardrails, and model selection.
| Sub-section | Controls |
|---|
| General | Agent persona, role, and rules |
| Language | Multilingual settings, coverage, translations |
| Guardrails | Safety filters and built-in guardrails |
| Models | Model selection (Raven, OpenAI, Bedrock, BYOM) |
Knowledge
Control access to FAQs, external sources, and variants.
| Sub-section | Controls |
|---|
| FAQs | Curated topics, sample questions, answers, actions |
| Sources | Connected knowledge integrations |
| Variants | Multi-site configurations |
Flows
Control access to conversation flow design (no-code and code-based).
Control access to custom Python functions, classes, and tool integrations.
Testing
Control access to test cases, test sets, and regression runs.
Real-time config
Control access to real-time config tools and the configuration builder.
Voice
Control access to all voice channel settings.
| Sub-section | Controls |
|---|
| Agent | Agent voice and disclaimer |
| Handoffs | Transfer destinations and routing |
| Audio library | Pre-recorded audio assets |
| Numbers | Phone number management, Twilio integration |
| Advanced | Call settings, speech recognition, response control, stop keywords, pronunciations |
Messaging
Control access to chat and SMS settings.
| Sub-section | Controls |
|---|
| Chat | Chat configuration and widget settings (these share a single permission) |
| SMS | Outbound SMS configuration |
Integrations
Control access to API integrations, third-party service connections, and MCP.
Deployments
Control access to environment and version management.
| Sub-section | Controls |
|---|
| Environments | Sandbox, Pre-release, Live promotion |
| A/B testing | Traffic splits and experiments |
| Compare versions | Side-by-side diffs |
| Project history | Version history and comparisons |
Control access to phone and chat widget configuration, installation, and sharing.
Account
Control access to account settings, users, API keys, call data, and legal.
Setting permissions
- Go to the Users tab on the workspace homepage.
- Select a user or click Invite for new users.
- For each navigation area, select None, Read, or Edit.
- Expand sections for more granular control.
- Save changes.
Start with broad area permissions, then expand sections to fine-tune access where needed.
Common configurations
Read-only reviewer
Analytics: Read
Behavior: Read
Knowledge: Read
Voice: Read
Messaging: Read
Deployments: Read
Account: Read
Knowledge editor
Analytics: Read
Knowledge: Edit
Behavior: Read
Voice: Read
Messaging: Read
Deployments: None
Account: None
Full developer
Analytics: Edit
Behavior: Edit
Knowledge: Edit
Flows: Edit
Tools: Edit
Voice: Edit
Messaging: Edit
Integrations: Edit
Deployments: Edit
Account: Read
Operations manager
Analytics: Edit
Behavior: Read
Knowledge: Read
Voice: Read
Messaging: Read
Deployments: Edit
Account: Edit
Permission inheritance
- If a parent area is set to None, all sub-sections are inaccessible
- Setting a parent area to Edit grants edit access to all sub-sections unless overridden
- Sub-section permissions can be more restrictive than the parent, but not less restrictive
Related pages
User management
Getting started with permissions and account-level roles.
Invite users
Add new team members with role-based access control.