> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share and manage Agents

> Manage Agent permissions, organize with folders, and publish versions.

Control who can access and edit your Agents, organize them into folders, and manage version history.

## Organize Agents with folders

Folders help keep your Agent library organized and let you set permissions at the folder level.

<Steps>
  <Step title="Navigate to Agents">
    Click **Agents** in the left sidebar.
  </Step>

  <Step title="Create a folder">
    Click **Create a Folder** or the **+** icon next to the **Folders** heading in the sidebar.

    <Frame>
      <img src="https://mintcdn.com/cassidy/B5ZY6MBk69zUNvGV/images/agents/create-folder-button.png?fit=max&auto=format&n=B5ZY6MBk69zUNvGV&q=85&s=067a310a22b15a5236c179a80803f5c0" alt="Agents sidebar showing the Create a Folder button and + icon next to Folders heading" width="454" height="1026" data-path="images/agents/create-folder-button.png" />
    </Frame>
  </Step>

  <Step title="Name the folder and set permissions">
    Enter a name and choose an access level:

    * **Team can edit** — Anyone in your organization can view and edit Agents in this folder.
    * **Team can view** — Anyone can view but not edit.
    * **Restricted** — Only specific people and [groups](/settings/roles-and-groups) you add can access the folder.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/folder-permissions.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=be2aab26b454f28344c1813f47806285" alt="Folder creation dialog showing name field and permission options: Team can edit, Team can view, and Restricted" width="1070" height="662" data-path="images/agents/folder-permissions.png" />
    </Frame>
  </Step>

  <Step title="Move Agents into the folder">
    Drag and drop Agents from the main area into the folder. You can move Agents between folders at any time.
  </Step>
</Steps>

## Manage permissions

### From the Agents page

Update folder permissions by clicking **...** on a folder and selecting **Share**. From there you can:

* Change the access type between **Team can edit**, **Team can view**, and **Restricted**.
* When using **Restricted** access, add specific people or [groups](/settings/roles-and-groups) who should have access. Start typing a name or email address and select from the list. For each person or group, set either **Can edit** or **Can view** permissions.
* Remove access by clicking the **x** next to a person or group.

<Frame>
  <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/folder-share-menu.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=e999e2a25a97759dc43511590ed9c7cc" alt="Folder context menu showing the Share option" width="452" height="348" data-path="images/agents/folder-share-menu.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/folder-sharing-dialog.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=7774f83351ab8c4d7c1064a23994e478" alt="Folder sharing dialog showing access type selector and people and groups with Can edit or Can view permissions" width="894" height="800" data-path="images/agents/folder-sharing-dialog.png" />
</Frame>

<Info>Set up [roles and groups](/settings/roles-and-groups) to simplify permission management. Instead of adding individuals one by one, create groups like "Sales Team" or "Support Leads" and grant access to the entire group at once.</Info>

### From the Agent editor

You can also manage permissions while editing an Agent:

<Steps>
  <Step title="Open sharing options">
    In the Agent editor, click **...** and select **Organize & Share Agent** under **Sharing**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/editor-organize-share.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=242108593f547f26bbf4bdb17ef2fd14" alt="Agent editor menu showing Organize and Share Agent option under Sharing" width="2374" height="644" data-path="images/agents/editor-organize-share.png" />
    </Frame>
  </Step>

  <Step title="Choose a location">
    Select where to save the Agent — **Team**, **Private**, or a specific folder. You can create new folders directly from this dialog.

    <Frame>
      <img src="https://mintcdn.com/cassidy/B5ZY6MBk69zUNvGV/images/agents/choose-location.png?fit=max&auto=format&n=B5ZY6MBk69zUNvGV&q=85&s=466208e304f9c7b5cdbabd7f351bd03b" alt="Agent location picker showing Team, Private, and folder options" width="1542" height="1274" data-path="images/agents/choose-location.png" />
    </Frame>
  </Step>

  <Step title="Save changes">
    Click **Save** to apply the new permissions.
  </Step>
</Steps>

<Tip>To make an Agent private, drag it into the **Private** section or a private folder on the Agents page.</Tip>

## Publish versions and review history

Agents use a versioning system so you can test changes before making them live.

### Save drafts

While editing, click **Draft** then **Save Without Publishing** to save your changes without making them available to end users. This lets you iterate on changes over time.

### Publish a version

<Steps>
  <Step title="Open the publish dialog">
    Click **Publish** or go to **Draft** and select **Publish Current Draft**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/save-publish.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=69bf21b5e2a84741487752d66ad9c8a7" alt="Publish button dropdown showing Publish Current Draft and Save Without Publishing options" width="492" height="324" data-path="images/agents/save-publish.png" />
    </Frame>
  </Step>

  <Step title="Add version details">
    Enter a **Version Name** and optional description to document what changed. This helps you track changes over time.

    <Frame>
      <img src="https://mintcdn.com/cassidy/6HI-XY8TzVf6JPEQ/images/agents/version-publish-dialog.png?fit=max&auto=format&n=6HI-XY8TzVf6JPEQ&q=85&s=c84988e2180a938d9047410e9cb8c3cd" alt="Publish dialog with Version Name and description fields" width="1200" height="658" data-path="images/agents/version-publish-dialog.png" />
    </Frame>
  </Step>

  <Step title="Confirm the publish">
    Click **Create Version** to save the version, or **Publish** to save and immediately make it live.
  </Step>
</Steps>

### Review version history

Open the **Draft** dropdown at the top of the Agent editor to see all published versions and what changed since each one.

<Frame>
  <img src="https://mintcdn.com/cassidy/6HI-XY8TzVf6JPEQ/images/agents/version-history-draft-dropdown.png?fit=max&auto=format&n=6HI-XY8TzVf6JPEQ&q=85&s=612bd85be7346a9fdccdb740ab6e4768" alt="Draft dropdown showing version history with published versions, changes since each version, and Publish Current Draft option" width="1024" height="513" data-path="images/agents/version-history-draft-dropdown.png" />
</Frame>

To revert to a previous version, click on the desired version. A modal shows the version details and changes being restored. Click **Restore Version** to confirm.

<Frame>
  <img src="https://mintcdn.com/cassidy/6HI-XY8TzVf6JPEQ/images/agents/version-revert-modal.png?fit=max&auto=format&n=6HI-XY8TzVf6JPEQ&q=85&s=741a311b1045d384a53ff611085ed564" alt="Restore Version modal showing version details and a confirm button" width="1194" height="890" data-path="images/agents/version-revert-modal.png" />
</Frame>

<Tip>Reverting does not delete newer versions — you can go back to any saved version at any time.</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="wrench" href="/agents/build-and-configure">
    Create a new Agent or edit an existing one.
  </Card>

  <Card title="Assign roles and groups" icon="user-group" href="/settings/roles-and-groups">
    Set up user groups to simplify permission management.
  </Card>
</CardGroup>
