StephanieJoly4
183d034716
Reorganizing by Feature sections Capabilities folders to give an overview of each feature How-Tos folders to give guidance for advanced customizations Reorganized the Developers section as well, moving the API sub section there added some new visuals and videos to illustrate the How-Tos articles checked the typos, the links and added a section at the end of the doc.json file to redirect existing links to the new ones (SEO purpose + continuity of the user experience) What I have not updated is the "l" folder that, per my understanding, contains the translation of the User Guide - that I only edited in English <!-- CURSOR_SUMMARY --> --- > [!NOTE] > <sup>[Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) is generating a summary for commit 5301502a32856e5b45d7ef30253fa7db6dc55233. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com> Co-authored-by: github-actions <github-actions@twenty.com> Co-authored-by: Abdul Rahman <ar5438376@gmail.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
37 lines
1.3 KiB
Plaintext
37 lines
1.3 KiB
Plaintext
---
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title: Permissions & Access Control
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description: Control what AI agents can access and modify in your workspace.
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---
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## Overview
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AI agents respect your existing permission structure. This is particularly important for teams who want to control exactly what automated AI processes can access or modify in their workspace.
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## Assign a Role to an AI Agent
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1. Go to **Settings → Roles**
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2. Click on the role you want to assign
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3. Open the **Assignment** tab
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4. Under **AI Agents**, click **+ Assign to AI agent**
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5. Select the AI agent from the list
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6. Confirm the assignment
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## Why Assign Roles to AI Agents?
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| Benefit | Description |
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|---------|-------------|
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| **Security** | Limit what data AI agents can access or modify |
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| **Compliance** | Ensure AI only processes the data it needs |
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| **Control** | Prevent unintended actions from AI automations |
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| **Auditability** | Track which actions were performed by which agent |
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<Note>
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For AI agents running within workflows, role assignment ensures the agent cannot access or modify data outside its intended scope—even if the workflow has broader permissions.
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</Note>
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## Related
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- [Permissions](/user-guide/permissions-access/capabilities/permissions) — detailed information on creating and managing roles
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- [AI Agents](/user-guide/ai/capabilities/ai-agents) — AI capabilities in workflows
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