Managing Agents
Managing agent access
Glean implements a comprehensive role and permission scheme for agents by default. However, you may wish to modify these permissions or make exceptions for specific users.
Examples of possible configurations
These controls will provide you with a range of options for how broadly you want to enable creation and sharing of agents in your deployment.
| Desired outcome | Configuration |
|---|---|
| Let a small set of users create and share agents | Assign the Agent creator role to a small set of users Set the default member permissions: Can create new agents: Off Can share and publish agents: On |
| Let all users create agents and tightly control which agents are shared to the library | Assign the Agent moderator role to a small set of users Set the default member permissions: Can create new agents: On Can share and publish agents: Off Agent creators will need to ask an agent moderator to share their agent |
| Let all users create and share agents | Set the default member permissions: Can create new agents: On Can share and publish agents: On |
Modify default member Agent permissions
By default, Glean enables agent creation for Default Members, but restricts them from sharing. You can change this behavior in the Default Member permissions console.
Prerequisites
- You must be an Admin.
- Navigate to the Admin Console > Teammates
- Select the Default Member permissions button
- Enable or disable the desired agent options:
- Can create new Agents
- Can share and publish Agents
Add Agent roles to an individual user
When necessary, you can assign specific Agent roles to individual users.
Prerequisites
- You must be an Admin.
- Navigate to the Admin Console > Teammates
- Select the context menu for the user you wish to modify, followed by Edit roles
- Under Additional roles, select the checkboxes for the agent roles you wish to add:
- Agent Creator
- Agent Moderator
- Select the Save button
Agent roles and permissions reference
The following table describes the roles that can interact with Agents and their default permissions:
| Role | Permissions |
|---|---|
| Default Member | The ability for members to create or share agents will be governed by the Default member permissions. |
| Agent Creator | Allowed to create, edit, and delete their own agents. Capable of viewing anyone’s agent configurations, though editing requires proper permissions. |
| Agent Moderator | Can create, edit, delete, view, or share any agents, regardless of the creator. This role includes oversight capabilities to ensure compliance and effective use of agents across the organization. |
| Admin | Holds all permissions including the ability to assign Agent Creator or Agent Moderator roles to any users. Can manage overall agent settings and permissions for the entire organization. |