How to manage Assistant permissions
Cassidy provides flexible options for managing access and permissions for your Assistants, ensuring that team members have access to the tools they need while maintaining security and control.
You can manage Assistant permissions by organizing them into folders with different access types or by updating permissions directly when editing an Assistant.
Managing permissions from the Assistants page
Create Assistant folders: You can manage access to Assistants by organizing them into folders. When creating a folder, you can choose between three access types:
Team can edit: Anyone in your organization can edit
Team can view: Anyone in your organization can view but not edit
Restricted: Only select people and groups can access
*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 can edit", "Team can view", 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. For each person or group you add, you can set granular permissions by selecting either "Can edit" or "Can view" to control their level of access to the folder. 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.
Make Assistants private: To make an Assistant private, you can drag and drop it into the private section or any private folders you have.
Managing permissions directly from the Assistant editor
You can also update Assistant permissions directly when editing an Assistant:
Open the Assistant editor: Navigate to the Assistant you want to modify and click on the "Edit Assistant" tab.
Access sharing options: Click the "..." (more options) ellipsis menu and under "Sharing", click "Organize & Share Assistant".
Create folders (optional): A modal will open where you can optionally create folders directly in Team or Private sections by entering an Assistant folder name and selecting the general access options.
Select Assistant location: Choose where to save the Assistant - Team, Private, or one of the folders within them.
Save changes: Click "Save" to apply the permission changes.
By utilizing Cassidy's 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.