Roles and Permissions

Roles are how MaiAgent controls who can see what and who can do what. These pages explain how to use roles, from configuration to planning.

Roles determine which features members can see, whether they can create items, and which assistants and knowledge bases they can access. Choose a page based on what you want to do:

What do you want to do?	Read this page
Learn about role types, create roles, and select feature permissions	Role Permission Management
Control which assistants and knowledge bases a role can see and use	Role Resource Access Permissions
Filter the member list by role	Role Member Filtering
Understand the difference between roles and contacts	Differences Between Roles and Contacts
Let colleagues create assistants while requiring approval and staged publishing for sharing	Role Permission Planning Guide

In simple terms:

The first four pages explain where the controls are and how to configure them. The last page explains how to structure your roles. When planning your organization's roles for the first time, read the planning guide first, then return to configure them using the first four pages.