Overview
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.Assign a Role to an AI Agent
- Go to Settings → Roles
- Click on the role you want to assign
- Open the Assignment tab
- Under AI Agents, click + Assign to AI agent
- Select the AI agent from the list
- Confirm the assignment
Why Assign Roles to AI Agents?
| Benefit | Description |
|---|---|
| Security | Limit what data AI agents can access or modify |
| Compliance | Ensure AI only processes the data it needs |
| Control | Prevent unintended actions from AI automations |
| Auditability | Track which actions were performed by which agent |
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.
Related
- Permissions — detailed information on creating and managing roles
- AI Agents — AI capabilities in workflows