The Agent Members screen lists the people given access to this agent and the permission codes each one holds. Found in the agent sidebar under Users → Members (visible to the agent owner only).
Member List
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| User Name | The member's name. |
| Email | The member's email address. |
| Permissions | The permission codes the member holds, separated by commas. |
| Click to load more | The list loads in pages; click this at the bottom of the table to load the next rows. Columns can be sorted. |
| Row click | Opens the Member Roles & Permissions dialog for that member. |
Search Members
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| Search Members | Shows or hides the search panel. |
| Search name/email | Filters the list by name or email. Press Enter to apply. |
| Apply / Reset | Apply runs the search; Reset clears it and reloads the full list. |
Add Members
Add Member opens the Add Members page.
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| Search by name | Type a name (or leave it empty) and press Enter or click Search. Every member of the agent's organization is a candidate, including members who hold no organization role. |
| Results table | Tick one or more users to add. Shows "No organization users found." when nothing matches. |
| Permissions for new members | Shown when your agent has permission codes. The codes you pick here are given to every selected user. |
| Cancel | Returns to the member list without adding anyone. |
| Add Members | Adds the selected users (the label shows the count, for example "Add 2 Members") and returns to the list. Disabled until you select at least one user. |
Member Roles & Permissions
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| User Name / Email | Read-only. |
| Permissions | Pick the permission codes this member holds, from the codes defined under Users → Permissions. |
| Save / Cancel | Save asks you to confirm, then saves. Cancel closes the dialog (with a warning if you have unsaved changes). |
| Delete Member | Removes the member after you confirm. Not shown on your own record. |
Related guide: Team Members and Contributors