Managing Agent Access

Every agent belongs to the organization, but day-to-day building is usually handled by a few specific people. This page explains contributors — the way an Owner or Admin says "these Builders are allowed to work on this particular agent."

What a contributor is

A contributor is an organization Builder who has been granted permission to manage and contribute to one specific agent.

Think of it this way: your organization may have many Builders and many agents. You rarely want every Builder editing every agent. Contributors let you match the right people to the right agent.

Two things are important to understand up front:

• Owner and Admin always have access to every agent in the organization. They do not appear in the contributors list, because their access is automatic — there is nothing to grant or remove.
• Contributors are therefore only ever Builders. A Member or Billing user cannot be added as a contributor, and trying to add one will fail.

Mental model: contributors are the "build crew" assigned to a single agent. Owners and Admins are the supervisors who can walk onto any site without a badge.

Who can manage contributors

Only Owner and Admin can add or remove contributors. Only Builders are eligible to be added.

Where to find it

Open the Organization page → click your organization → open the Agents tab → on the agent's card, click Manage Contributors.

This opens that agent's contributors page, which lists everyone currently assigned to it.

Reading the contributors table

The table shows one row per contributor with these columns:

Adding a contributor

1. On the agent's contributors page, click Add Contributor.
2. The Add Agent Contributor dialog opens.
3. Open the Organization Builder dropdown. It lists eligible Builders who are not already contributors on this agent.
4. Choose the person you want.
5. Click Add.

The new contributor appears in the table immediately and can now build and edit this agent.

Tip: if a Builder you expect to see is missing from the dropdown, they are probably already a contributor, or they are not a Builder in this organization. Only Builders are eligible.

Removing a contributor

On the contributor's row, click the delete (X) icon. They lose access to this agent right away.

There is one rule to remember:

Warning: an agent must always keep at least one contributor. You cannot remove the last contributor. If you need to change who maintains the agent, add the new person first, then remove the old one.

Worked example

Sehat Clinic has an agent called WhatsApp Reminder. Dina is an Admin. She wants dr. Budi — an organization Builder — to maintain the reminder messages.

Dina opens the organization → Agents tab → the WhatsApp Reminder card → Manage Contributors, clicks Add Contributor, picks dr. Budi from the Organization Builder dropdown, and clicks Add. Budi can now edit the agent.

Later Dina tries to add Sari, but Sari is a Member (and also handles Billing), not a Builder — so Sari does not appear in the dropdown and cannot be added as a contributor.

Next step

Continue to Transferring an Agent.