How to manage assistant permissions
Cassidy provides flexible options for managing access and permissions for your AI assistants, ensuring that team members have access to the tools they need while maintaining security and control.
There are three main ways to manage assistant permissions: setting assistant privacy, creating assistant folders, and using groups for granular control.
Setting Assistant Privacy
Set assistant privacy: When editing an assistant, navigate to the basic settings and locate the "Private" option. When enabled, the assistant will only be accessible to you, assuming you are the creator. When disabled, the assistant is considered public and can be accessed by anyone in your organization.
Creating Assistant Folders
Create assistant folders: You can also manage access to assistants by organizing them into folders. When creating a folder, you can choose between two access types:
Team: Anyone in your organization can access the folder and its contents.
Restricted: Only people with explicitly granted access can view and use the assistants within the folder.
*For more information on creating assistant folders, please refer to the article on creating assistant folders.
Update folder permissions: To modify the permissions for an assistant folder:
Open folder sharing options: Find the folder you want to modify and click the "..." to open up the options. Then, click "Share".
Adjust the access type: If needed, change the access type between "Team" and "Restricted".
Add or remove people and groups: If you have selected "Restricted" access, you can add or remove specific people or groups who should have access to the folder. To add people, simply start typing their names or email addresses, and select them from the list. To add or remove groups, refer to the article on creating and managing groups for more information.
Save changes: After making the necessary modifications, click the "Done" button to apply the changes to the folder's permissions.
Using Groups for Granular Control (Admin Only)
Use groups for granular control (admin only): If you are an administrator, you can further refine permissions for specific assistants using the groups functionality.
*This is covered in detail in the this article within the Settings & Billing collection.Assign assistants to groups: Once you have created groups and assigned members to them, you can manage permissions for each assistant on a per-group basis, by selecting "Can View" / "Can Edit" options.
By utilizing Cassidy's privacy settings, assistant folders, and group-based permissions, you can ensure that your team members have access to the AI assistants they need while maintaining the necessary level of control and security.