Access Control

AI Assistify provides powerful access control mechanisms, allowing users to manage who can access their workspace and what can be shared. This ensures secure collaboration and tailored permissions within an organization.


πŸ“Œ Overview

✨ AI Assistify enables business owners and administrators to define workspace access, set up sharing preferences, and manage user permissions. The system supports:

  • πŸ” Granular Sharing Controls: Choose which Assistants, Models, Prompts, Tools, and Files to share.

  • πŸ“§ User-Based Access Management: Invite members via email and assign access rights.

  • βš™οΈ Flexible Visibility Settings: Decide whether your workspace is Private, Public, or Restricted to Selected Members.


πŸ”’ Access Settings

Users can configure the overall workspace accessibility under the Visibility Settings section:

  • πŸ›‘ Private: No one can access the workspace except the owner.

  • πŸ‘₯ Restricted (Shared with Selected Members): Only invited users can access the shared resources.

  • 🌎 Public: Anyone with the link can access the workspace.


🎯 Customizing Sharing Settings

Users can selectively share specific items, including:

Resource

Description

πŸ€– Assistants

Share AI Assistants with team members or external users.

🧠 Models

Allow access to specific AI models (GPT, Claude, Gemini, etc.).

πŸ“ Prompts

Share prompt templates across teams.

πŸ› οΈ Tools

Provide access to integrated AI tools.

πŸ“‚ Files

Share uploaded documents, PDFs, and datasets.

Each resource can be set as public or shared with specific members only.


πŸ‘€ Managing Members & Inviting Users

βœ‰οΈ Adding New Members

Administrators can invite users to the workspace by email: 🟒 Navigate to the Members section. 🟒 Click "Add Member". 🟒 Enter the email address of the invitee. 🟒 Click "Add" to send an invitation.

🏷️ Managing User Roles

Each invited user can be assigned a role: 🟒 Member: Can access shared Assistants, Tools, Models, and Files. 🟒 Admin: Can manage access control, integrations, and branding.

❌ Removing Members

Admins can revoke access by removing a user from the Members list.


πŸ” Security & Compliance

AI Assistify ensures a secure and compliant environment by: πŸ›‘οΈ Enforcing role-based access control (RBAC). πŸ“œ Logging activity history for access tracking. πŸ”‘ Providing secure API key management for integrations.


βœ… Best Practices for Access Control

πŸ”Ή Limit Sharing: Share resources only with necessary users. ⚠️ Use Role-Based Permissions: Assign Admin roles cautiously. πŸ“… Regularly Review Access: Remove inactive members to maintain security.


🌍 Use Cases for Access Control

πŸ“Œ AI-Powered Customer Support Team

🟠 Share a specific AI assistant with the customer service team. 🟠 Restrict access to prompt templates to only senior team members. 🟠 Allow only administrators to modify the AI assistant’s settings.

πŸ“Œ AI-Enhanced Content Creation Agency

🟠 Grant content creators access to specific AI models (GPT, Claude, etc.). 🟠 Keep certain high-value prompts private while sharing general prompts with all members. 🟠 Ensure clients can access reports and outputs but not the AI model’s configurations.

πŸ“Œ AI-Driven Data Analysis Team

🟠 Share AI-powered tools for document analysis with their data team. 🟠 Restrict financial datasets to senior analysts only. 🟠 Keep API key access exclusive to administrators for integration security.


By implementing effective access control, AI Assistify ensures a secure, collaborative, and scalable AI management experience. πŸš€

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