Permissions

The Permissions page lets you define access control codes for your agent's knowledge base. When a permission code is set on a content item, only users who have been granted that code can have the agent surface that content in its answers.

Navigate to Resources → Permissions in the left sidebar.

How Permissions Work

Permission codes are short string identifiers — for example, FINANCE or HRD. You define the codes here in the agent configuration, then assign them to individual content items (documents, chunks, and so on) when you create or edit those items.

When a user starts a conversation, the agent checks which permission codes apply to that user's session and restricts retrieval accordingly. Content without a permission code is accessible to all users.

Adding a Permission

1. Click Add New Permission.
2. A new input row appears. Type your permission code (e.g., HR-ONLY or INTERNAL).
3. Repeat for each additional code you need.
4. Click Save to apply all changes.

Permission codes are case-sensitive. Use a consistent naming convention across your team.

Removing a Permission

Click the delete icon at the right end of any permission row to remove it. Then click Save.

Note: Removing a permission code from this list does not automatically strip it from content items that already have it assigned. Update those content items separately.

Empty State

If no permissions have been defined yet, the page shows an illustration and the message "No Permissions Set". This is the expected state for agents whose content is fully public.

Saving Changes

Click Save at the bottom of the form to persist additions and removals. Changes take effect for new conversations immediately.

Related pages

• Documents — assign permission codes to individual document entries
• Search Chunks — verify which chunks are accessible under your permission setup
• Citations — manage authors and attribution settings