Sharing Agents

Share agents with team members so they can use agents to handle their work. Control who has access to which agents.

How Agent Sharing Works

Team Agents

Agents can be shared with the team:

  • Available to all: All team members can use the agent
  • Assigned to specific members: Only certain members can use
  • Private agents: Only you can use (not shared)
  • Role-based access: Access based on team member roles

Agent Visibility

Control agent visibility:

  • Public: Visible to all team members
  • Assigned: Visible only to assigned members
  • Private: Visible only to you (owner/admin)

Sharing Agents

Make Agent Available to Team

  1. Go to Team → Agents
  2. Select agent to share
  3. Click "Share" or "Edit Sharing"
  4. Choose sharing option:
    • All team members: Everyone can use
    • Specific members: Select who can use
    • Private: Only you can use
  5. Save changes

Assign Agents to Members

Assign specific agents to team members:

  1. Go to Team page
  2. Find team member
  3. Click "Assign Agents"
  4. Select agents to assign
  5. Save assignments

Or:

  1. Go to Agent details
  2. Click "Assignments"
  3. Select team members
  4. Save assignments

Agent Access Levels

Full Access

Team members with full access can:

  • Use agent: Send emails, create tasks, etc.
  • View activity: See what agent is doing
  • Limited config: Can adjust some settings (if allowed)
  • Cannot delete: Cannot delete the agent

View-Only Access

Team members with view-only access can:

  • View agent: See agent exists and is active
  • View activity: See agent activity
  • Cannot use: Cannot use agent for actions
  • Cannot configure: Cannot change settings

No Access

Team members without access:

  • Cannot see agent: Agent not visible to them
  • Cannot use: No access to agent
  • No visibility: Cannot see agent activity

Managing Shared Agents

View Shared Agents

See which agents are shared:

  • Team → Agents: List of all agents
  • Sharing indicator: Shows sharing status
  • Member assignments: See who has access
  • Agent details: Full sharing information

Update Sharing

Change agent sharing:

  1. Go to Agent details
  2. Click "Sharing" or "Edit Sharing"
  3. Update sharing settings
  4. Save changes
  5. Access updates immediately

Remove Sharing

Stop sharing an agent:

  1. Go to Agent details
  2. Click "Sharing"
  3. Change to "Private"
  4. Save changes
  5. Agent no longer shared

Best Practices

Share Strategically

  • Share useful agents: Agents that help the team
  • Keep some private: Personal agents don't need sharing
  • Assign appropriately: Give access to those who need it
  • Review regularly: Check who has access

Organize by Function

  • Team agents: Agents for team use
  • Personal agents: Agents for individual use
  • Project agents: Agents for specific projects
  • Use tags: Organize with tags

Monitor Usage

  • Track agent usage: See who uses which agents
  • Optimize assignments: Adjust based on usage
  • Remove unused: Stop sharing unused agents
  • Update as needed: Keep sharing current

Agent Collaboration

Multiple Users, One Agent

When multiple team members use the same agent:

  • Shared context: Agent understands team context
  • Coordinated actions: Agent coordinates with team
  • Activity visible: All members see agent activity
  • Collaborative work: Team works together via agent

Agent Assignments

Assign agents for specific purposes:

  • Project agents: Assign to project team
  • Department agents: Assign to department members
  • Role-based: Assign based on team member roles
  • Custom: Assign as needed

Troubleshooting

Member can't see agent?

  • Check agent is shared
  • Verify member is assigned
  • Check member's role
  • Review sharing settings

Agent not working for member?

  • Verify member has access
  • Check agent is active
  • Review agent configuration
  • Check for errors

Need to change sharing?

  • Go to agent details
  • Update sharing settings
  • Save changes
  • Access updates immediately

Next Steps

Version: 1.0
Last Updated: November 2025