Members

Member Listing

Member TableCentral listing of agent members scoped to the active agent context.
User Name ColumnDisplays each member name as the primary identity field in the listing.
Email ColumnDisplays member email for account-level identification.
Permissions ColumnShows granted permission codes per member as a comma-separated access summary.

Search and Filtering

Quick Search ToggleExposes or hides the member filter panel from the listing screen.
Name/Email Filter FieldFilters member records by name or email text input.
Apply Filter ActionCommits filter criteria to the current member query state.
Reset Filter ActionRestores filter criteria to default state and reloads the listing.
Enter-key SubmitSupports keyboard submit behavior for faster filtering workflows.

Member Onboarding

Add Member PageDedicated workspace for adding new members to the active agent.
Candidate SearchFinds eligible organization members using optional name-based criteria. Every member of the agent's organization is a candidate, including members who hold no role โ€” no organization role is needed to become an agent member.
Candidate Multi-selectAllows selecting multiple candidate users before submission.
Permission AssignmentApplies selected permission codes from the agent permission catalog to all selected candidates.
Bulk Add SubmissionCreates multiple member ACL records in one request.

Member Access Control

Roles FieldMember role assignment is managed in the detail form and constrained to contributor-role workflows. Member permission assignment is editable from the detail form.