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 AI Studio > Permissions
- Click Create Permission and create permissions 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 AI Studio > Permissions
- Select JWT-based permissions and click Add JWT Rule for JWT claims, or open Email-based permissions to configure email and domain rules
- Define the condition and select the permissions to grant
See Access Control Rules for all condition types and operators.
5
Test with Representative Users
Verify the complete authentication and rule-matching flow with test accounts:
- Sign in to your widget or portal with a non-admin test account for each user group
- For JWT rules, have your authentication service issue a valid token containing the intended claims
- Verify that the expected agents are available and unintended agents are inaccessible
- Start a conversation to check the available knowledge sources
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
