Prerequisites
- Admin access to AGO
- An understanding of your user segments (who needs access to what)
- If using authenticated users: JWT token setup with user claims
1
Plan Your Permission Structure
Before configuring anything, map out your access model:
2
Create Permission Groups
- Navigate to Settings > User Management
- Create permission groups matching your access model (e.g.,
free,paid,enterprise)
3
Assign Agents to Permission Groups
- Navigate to AI Studio > Agents
- Edit each agent
- Under Access Control, select the permission groups that should have access
- Click Save
See Agent Permissions for details.
4
Create Access Control Rules
Access control rules automatically assign users to permission groups based on their attributes (JWT claims, email domain, etc.).
- Navigate to Settings > User Management > Access Control
- Click Add Rule
- Define the condition and the resulting permission assignment
See Access Control Rules for all condition types and operators.
5
Test with User Impersonation
Verify your rules work correctly by impersonating different user types:
- Navigate to Settings > User Management > Impersonation
- Select a user profile or create a test profile with specific claims
- Verify that the correct agents are visible
- Test a conversation to confirm the right knowledge sources are available
Always test with real-world claim values to ensure your rules match correctly.
Common Patterns
Internal vs. External Users
Route by email domain:Regional Routing
Route by locale or region claim:Free vs. Paid Tiers
Route by subscription plan:
See Access Control Examples for more patterns.
Troubleshooting
Related
- Access Control Rules — rule configuration reference
- Access Control Examples — real-world rule patterns
- Agent Permissions — per-agent permission settings
- User Impersonation — testing access control
- Widget & SDK Authentication — JWT authentication setup
