Where to find it
Your own workspace; Agents and Tenant Settings.
How to use it
- Confirm the workspace name before making changes. An owner/admin role here applies to this tenant, not other customers.
- Use Agents to grant each team member only the roles, channels and conversation/email access needed for their work.
- Check subscription entitlement, channel assignment and feature permissions if a page or action is missing.
- Deactivate departing users and revoke their API/MCP connections. Review Audit Logs after access changes.
Permissions and important details
Menus depend on roles, plan, country and channel capabilities. Owner and administrator access are not identical: MCP administrators manage their own connections and must have full assigned-channel access; owners can manage tenant connections. Global platform settings, provider app approval, infrastructure and policy publication are outside this guide.