User Invitations
Invite users and manage their access
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Invite users and manage their access
Last updated
Was this helpful?
This guide explains how to invite users to Agentnoon, assign access groups, and set data scopes to control what users can view and edit.
Click the Invite User button.
Enter the user's details (e.g., name and email).
Choose the access type:
New Access: Assign permissions from scratch.
Replicate Access: Copy permissions from an existing user.
Select the relevant Access Group to determine which fields the user can view or edit.
Scopes define which data subsets a user can access. Unlike access groups, which control field-level permissions (e.g., salary, department visibility), scopes determine which records the user can see.
Select the scope for the user based on imported fields such as department, location, or specific teams.
Recommended scope settings:
Manager Scope: Grants access to a specific manager and their direct reports.
You can apply multiple filters to refine access, such as limiting visibility to specific departments within a manager’s team.
Click Apply to finalize scope settings.
The user receives an email invitation to join Agentnoon.
You can monitor their invitation status from the access control panel.
By properly setting access groups and scopes, you ensure users only see relevant data while maintaining security and efficiency.
