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Automatically install an important Skill for a group or everyone in your organization. Use distribution when people should receive an approved Skill without finding and installing it individually.
You need the Manage Skill Distribution privilege. The Skill must be published, and every selected audience must be able to view it.

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When to distribute a Skill

Distribution is useful when:
  • A department is expected to follow the same approved process
  • Everyone in the organization should receive a standard Skill
  • An administrator wants to roll out an update without asking each person to install it
For optional Skills, normal sharing and personal installation are usually enough.

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Before you distribute

Confirm:
  • The Skill has been tested with a representative user.
  • The published version is ready for the full audience.
  • The audience can view the Skill’s folder or Team location.
  • The audience can access referenced Knowledge Base sources and Workflows.
  • Required external applications are available to the intended users.
Sharing or distributing a Skill does not grant access to its referenced resources.

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Choose the audience

You can distribute a Skill to:
  • Everyone in the organization
  • One or more groups
Distribution does not target individual people. A person can install the Skill personally when individual access is needed.

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Distribute the Skill

1

Open Manage Distribution

Open the Skill’s … menu and select Manage Distribution.You can also open More options → Sharing → Manage Distribution from the Skill editor.
2

Choose the audience

Turn on Everyone in the organization, select groups under Install for groups, or use both.
Manage Distribution dialog with organization-wide and group installation options
3

Resolve access warnings

Cassidy prevents saving when a selected audience cannot view the Skill.Move the Skill to an accessible location or update its folder permissions, then try again.
4

Save installation

Click Save Installation.The published Skill becomes available in chats those people start directly in Cassidy.

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What recipients see

Recipients see Installed by admin. They cannot uninstall the Skill while an organization or group distribution rule applies. If the rule is removed, a separate personal installation remains installed. The Skill is available with default and custom Agents that have Code Execution & File Creation enabled.

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Change or remove distribution

Open Manage Distribution, update the selected audience, and save again. Before removing a broadly used Skill:
  • Review its usage.
  • Check whether important Agents or Workflows also include it.
  • Notify affected teams when removing a required process.
Removing distribution does not delete the Skill or its published versions.

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Troubleshoot distribution

Confirm that you have the Manage Skill Distribution privilege and that the Skill has a published version.
Move the Skill to Team or a folder shared with the selected organization or groups. Distribution cannot override Skill visibility.
Confirm the person’s Agent has Code Execution & File Creation enabled and that the person can access the Skill’s Knowledge Base sources, Workflows, and external applications.
Skills installed by an administrator cannot be uninstalled while the organization or group distribution rule applies.

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Next steps

Share Skills with your team

Manage Skill visibility and folder access.

Review Skill usage

See who receives the Skill and how often it is used.