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Set up clear access and workspace practices so your team can build and use Cassidy confidently.

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What you’ll learn

  • How SSO controls workspace entry through your identity provider
  • How default and custom roles define what teammates can do
  • How groups and Knowledge Base permissions define what teammates can see
  • How global instructions, analytics, alerts, and limits support responsible use

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Put it into practice

1

Plan access

Decide who needs to use shared resources, who needs to build them, and who should manage organization settings. Use default or custom roles to match those responsibilities.
2

Organize visibility

Create groups for teams or functions, then share the right Agents, Workflows, Knowledge Base collections, and meetings with each group.
3

Set shared guardrails

Configure global instructions for behavior that should apply to every Agent and Workflow, such as brand or compliance rules.
4

Monitor usage

Review credit usage, meeting hours, and Knowledge Base storage. Add organization alerts or per-user limits where your team needs them.

Set up SSO

Connect Cassidy to your identity provider.

Assign roles and groups

Configure privileges and shared resource visibility.

Configure global instructions

Apply organization-wide rules to Agents and Workflows.

Monitor workspace usage

Understand how your organization uses Cassidy.

Set credit alerts and limits

Track organization usage and set per-user caps.

Choose the right Cassidy tool

Compare Agents, Workflows, and Skills.