Sharing

This guide explains how to review, manage, and adjust access permissions for users associated with a specific assistant in the Sharing section of Assistant Settings. It is designed for assistant owners and creators who need to manage user roles effectively.

Prerequisites

• Access to the assistant's settings page.
• Appropriate permissions to modify sharing settings (e.g., Owner or Assistant Creator role).

Main Content

Reviewing User Access

1. Open the Sharing Section:

   • Navigate to the Sharing section in the assistant's settings.

2. View User Information:

   • The sharing page lists all users who have access to the assistant.
   • For each user, you can see:
     • Name
     • Role: Indicates whether they are a User, Owner, or Assistant Creator.

Understanding User Roles

• User: Has basic access to use the assistant.
• Owner: Can use and modify the assistant in Skill Studio.
• Assistant Creator: Has full control over the assistant. There is only one creator per assistant and it is the person who first created the assistant.

Adjusting User Access

1. Search for a User:

   • Use the search box to quickly locate specific users added to the assistant in the access list.

2. Add New Users:

   • Click the Share button to open the search drop-down menu.
   • Begin typing a name to refine the results.
   • Select one or more names from the list.
   • Click Add to grant access.

3. Change Roles:

   • Locate the user in the list.
   • Use the dropdown menu on the right-hand side to adjust their role:
     • Set as User (default).
     • Change to Owner

4. Remove Users:

   • To revoke access, use the same dropdown menu to remove a user from the list.

Additional Notes or Best Practices

• Role Defaults: New users are set as Users by default. Ensure to review and adjust roles as necessary after adding them.
• Refined Search: Typing partial names in the search drop-down improves efficiency when managing large teams.
• Access Audits: Regularly review the sharing settings to ensure only authorized individuals have access.

Conclusion

The Sharing section in Assistant Settings provides a simple yet robust way to manage user access and roles. Use the tools described above to ensure your assistant's access permissions are appropriately configured. For further guidance, refer to the detailed help documentation or contact support.