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Teams in the Project Console

Teams let you organize how different people collaborate inside a project.
Instead of giving every user access to everything, Teams help you structure access based on roles, workflows, and responsibilities. Teams are useful when you want to:
  • Give only specific users access to a project
  • Group members working on the same agent or dataset
  • Restrict access to sensitive data stores or internal agents
  • Maintain clear separation between multiple clients or departments
The Teams tab provides a clear view of each team, the number of members, and the resources assigned to them.
Teams overview screen

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Adding Users to a Team

You can add existing organization members to the team.
This helps you control who can work inside the project without exposing it to everyone in the company. Typical use cases:
  • Adding developers/testers to a specific agent
  • Allowing project-specific analysts to view data stores
  • Giving clients access only to their assigned team
Add existing user modal

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Inviting New Users to the Team

If someone is not yet a member of your organization, you can invite them directly.
This is useful for:
  • Onboarding new employees
  • Giving clients limited access to their project
  • Adding contractors or temporary collaborators
You simply enter an email, choose a role, and send the invitation.
Invite user modal
Users can also be removed at any time if they no longer require access.

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Team Permissions Overview

Team Permissions give you fine control over what each team can access within the project.
This includes:
  • Which data stores the team can read from
  • Which AI agents they can use or manage
This section provides a complete overview of the team’s assigned resources, making it easy to manage access as your project grows.
Team permissions overview

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Adding Data Stores to a Team

Teams may need access to specific data stores for agent training, retrieval, or analysis.
From this panel, you can assign any available data store to the team. Typical use cases:
  • Granting analysts access to only one knowledge base
  • Allowing a client team to use their own dataset
  • Keeping internal and external data stores separate
Add datastore modal
You can revoke data store access at any point if requirements change.

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Adding AI Agents to a Team

You can also assign one or more AI agents to a team.
Members of the team will be able to view, test, or configure only the agents assigned to them. This is useful when:
  • Each team manages different agents
  • You want isolation between client projects
  • You need to limit access to experimental or internal agents
Add AI agent modal
AI agent access can also be removed as needed.
Teams help ensure every project remains organized, secure, and scoped correctly, giving each collaborator access only to what they need.