If you use AI tools inside your CRM, giving the right people the right level of access matters. With user permissions for AI Studio, you can decide who can simply view your AI setup and who can make changes, helping you protect important workflows while keeping your team productive.

📌 Why This Matters

Not every team member needs full access to your AI tools. When permissions are clearly assigned, you can avoid accidental edits, keep your setup organized, and make sure sensitive tools are only managed by the people responsible for them. This also makes it easier to delegate work without giving away full control of your account.

✨ What’s New

• View AI Studio: Gives a user read-only access so they can review your AI setup without changing anything.
• View & Manage AI Studio: Gives a user full access to view, create, edit, and manage AI Studio items.
• Protected access across the CRM: AI Studio screens and related actions now follow the permissions assigned to each user.
• Better control for your team: Only approved users can make updates, which helps reduce mistakes and keeps ownership clear.

🛠️ How to Use It

1. Step 1: Review which team members actually need access to AI Studio and decide whether they should only view it or fully manage it.
2. Step 2: Update each user’s permissions in your CRM so their access matches their role and responsibilities.
3. Step 3: Test access with your team to confirm the right people can view or edit AI Studio without exposing unnecessary controls.

💡 Pro Tip

Give full AI access only to the people who actively maintain your automations, so you can avoid costly mistakes and keep customer-facing workflows running smoothly.