Permissions & Access Control

Overview

AI agents respect your existing permission structure. This is particularly important for teams who want to control exactly what automated AI processes can access or modify in their workspace.

Assign a Role to an AI Agent

1. Go to Settings → Roles
2. Click on the role you want to assign
3. Open the Assignment tab
4. Under AI Agents, click + Assign to AI agent
5. Select the AI agent from the list
6. Confirm the assignment

Why Assign Roles to AI Agents?

Benefit	Description
Security	Limit what data AI agents can access or modify
Compliance	Ensure AI only processes the data it needs
Control	Prevent unintended actions from AI automations
Auditability	Track which actions were performed by which agent

<Note> For AI agents running within workflows, role assignment ensures the agent cannot access or modify data outside its intended scope—even if the workflow has broader permissions. </Note>

Related

• Permissions — detailed information on creating and managing roles
• AI Agents — AI capabilities in workflows