Agent Editor

Purpose

Grant edit access to a specific agent without elevating a user’s tenant-wide permissions. This lets administrators or tenant admins collaborate on an agent while keeping access tightly scoped.


Overview

  • Users without editor rights cannot edit any agents by default.
  • Tenant Admins can edit any agent and assign editor access.
  • Administrators can grant editor access only to agents they own.
  • Editor access is agent-specific—not tenant-wide.

Granting Editor Access (Owner/Admin)

1. Open the Agent

  • Go to the agent you want to share (e.g., Socratic Agent).

2. Open Access Settings

  • In Agent Settings, select the Access tab.

3. Assign the Editor Role

  • Use the existing Editor role (or create one if needed).
  • Add the user (by email/username) to the Editor role.
  • Click Save.

This grants edit rights only for this agent.


What Editors Can Do

Once assigned, the user can:

  • Edit settings
  • Change the LLM
  • Update system prompts
  • Add/remove data sets
  • Enable/disable tools

They cannot:

  • Access tenant settings
  • Edit other agents they weren’t granted access to

Verifying Access (Editor’s View)

  • The user remains a standard user (or non-admin) in profile.
  • The shared agent shows Edit options in the dropdown.
  • Other agents still show Chat only (no edit access).

Notes & Best Practices

  • Use editor access for collaboration without over-privileging users.
  • Prefer agent-level editors over tenant roles to minimize risk.
  • Review editor assignments periodically from the agent’s Access tab.

Result

You can safely collaborate by giving users precise, agent-level edit access—no broader permissions required.

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