Agent Contributors
Open in CMSDesignates which organization Builders may manage and contribute to a specific agent, and what each of them may read. Open it from the agent's Manage page with the Contributor tile; Back returns to the organization's Agents tab on the Organizations page.
Open the Organizations pagePurpose and Access
| Agent Contributors | Designates which Builders may manage and contribute to a specific agent. |
| Implicit Access | Owners and Admins always have access and are not listed here. |
| Page Access | Owner/Admin only. |
| Separate Permissions | Managing the agent, reading its conversations, reading what it remembers about people, and seeing users' automations are separate permissions. Being a contributor grants only the first. |
Contributor Card
| Name | Displays the contributor's name. |
| Email · Added | Displays the contributor's email and the date they were added. |
| Conversation history | Switch deciding whether the contributor may open this agent's transcripts. On by default. |
| Participant Data | Dropdown setting the contributor's access to what the agent remembers about people. Defaults to No access, and is disabled while the organization switch is off. |
| Automations | Three switches deciding what the contributor may do with the automations users create on this agent. All off by default. See Automations Switches. |
| Delete Icon | Removes the contributor. |
Conversation History Switch
| On (default) | Can open the full transcript of this agent's conversations. |
| Off | Can manage the agent, but cannot read what its users said to it. |
| Default Rationale | On by default because contributors could always do this; existing contributors keep the access they had, and no data migration is required. |
| Owner/Admin | Always able to read conversation history, even with their own switch off. |
| No Organization Switch | Unlike participant data, this permission has no organization-wide master switch. |
| Blocked Pages | Conversation Detail, a participant's Conversation History, and Thread Analysis show a warning in place of the conversation. On Thread Analysis, the analysis panel still renders. |
| Entry Buttons | "View Conversation" buttons stay visible everywhere, so people can see the feature exists and request access. |
| Access Recording | Every opening of a transcript is recorded — who read it, whose conversation, and when. |
| Not Covered | Short previews elsewhere — the Dashboard's first line, Feedback Insight snippets, Conversation Analysis evidence quotes — are not hidden by this switch. |
| Privacy Mode | A separate, organization-wide control. When it's on, content is removed for everyone once its retention window closes, regardless of this switch — see Privacy Mode. |
Participant Data Levels
The Participant data dropdown offers five named levels. They are not a ladder: a sensitive reader sees more than an editor but cannot change anything.
| No access | Cannot see anything the agent remembers about participants. The default. |
| Read ordinary fields | May view ordinary remembered fields, but not special-category ones. |
| Read everything, change nothing | May view every remembered field, including special-category ones, but may not change or delete any of them. |
| Manage ordinary fields | May view, correct and delete ordinary fields. Special-category fields stay hidden entirely. |
| Manage everything | May view, correct and delete every remembered field, including sensitive ones. |
| Organization Switch | While the organization's Personalization switch for staff access is off, every level is inert and the dropdown is disabled. |
Automations Switches
| Can view automations | Lets the contributor open the Automations Monitor and see the automations users created on this agent. Off by default. |
| Can view execution history | Lets the contributor see each automation's run history. Needs Can view automations; disabled while it is off. |
| Can pause, resume and disable | Lets the contributor govern automations from the Monitor. Needs Can view automations; disabled while it is off. |
| Summary Line | Under the switches, a sentence spells out what the combination allows, for example "Can see users' automations, but not their run history, and cannot pause or disable them." |
| Deleting | Not a contributor permission. Only Organization Owners and Admins can delete an automation from the Monitor. |
| Owner/Admin | Always able to view, govern and delete, regardless of any card. |
| Availability | These switches appear only where the Automations feature is available. |
| Turning Off View | Also turns off history and manage. |
| Privacy Mode | Has priority: when on, content is hidden from everyone on the Monitor whatever these switches say. See Privacy Mode. |
Add Contributor
| Add Contributor | Opens the Add Agent Contributor dialog. |
| Organization Builder | Dropdown listing eligible Builders not already contributors. Only Builders can be contributors. |
| Can view conversation history | Switch, on by default. Turn it off for someone who configures the agent but should not read customer conversations. |
| Participant data | Dropdown, defaults to No access. |
| Automations | Three switches — view, view execution history, pause/resume/disable — all off by default. |
| Add | Confirms and adds the selected Builder as a contributor. |
Remove
| Remove (trash icon) | Deletes a contributor from the card. |
| Last Contributor | Cannot remove the last contributor; at least one must remain. |
See Managing Agent Access for the full explanation of both permissions.
Related guide: Managing Agent Access