Overview #
Not everyone on your team needs the same level of access. Agent Permissions and Access controls what each user can see and do within the platform, based on their role.
This ensures:
- Only authorised users can make changes
- Sensitive actions are restricted to the right people
- Teams can work independently within their assigned Brands
How Access Works #
Access is determined by two things:
1. User Role #
Your role defines what actions you can take:
- Admin — Full access to everything, including managing users, creating Agents, and viewing all Brands
- Support — Can view and troubleshoot Candidate issues, but may not be able to change Agent settings
- Brand User — Can only access Agents and Candidates within their assigned Brand(s)
2. Brand Assignment #
Your Brand assignment defines what data you can see:
- All Brands — Can access Agents and Candidates across every Brand in the Account
- Specific Brands only — Can only access Agents and Candidates within assigned Brands
When you open an Agent, the system checks your role and Brand assignment before allowing actions like editing, saving, or publishing.
What Each Role Can Do #
| Action | Admin | Support | Brand User |
|---|---|---|---|
| View Agents | ✅ | ✅ | ✅ (assigned Brands only) |
| Edit Agent configuration | ✅ | ❌ | ✅ (assigned Brands only) |
| Publish / release Agent | ✅ | ❌ | Depends on settings |
| View Candidate data | ✅ | ✅ | ✅ (assigned Brands only) |
| Import / Export Agents | ✅ | ❌ | Depends on settings |
| Manage users | ✅ | ❌ | ❌ |
| View logs and reports | ✅ | ✅ | ✅ (assigned Brands only) |
Common Scenarios #
"I can see the Agent but cannot edit it" #
Your role may be set to Support or read-only. Contact your Admin to upgrade your permissions.
"I cannot see a specific Agent" #
The Agent may belong to a Brand you are not assigned to. Ask your Admin to check your Brand assignment.
"I need to import an Agent but the option is not available" #
Import/Export may be restricted to Admin users. Check with your team lead.
Best Practices #
- Give users the minimum access they need — avoid giving everyone Admin access
- Use Brand assignments to keep teams focused on their own data
- Review user permissions regularly, especially when team members change roles
- Document which roles are allowed to publish live changes
Common Mistakes #
- Giving everyone Admin access "just in case"
- Forgetting to remove access when someone leaves the team
- Not separating troubleshooting access from editing access
- Allowing publishing without a review step