Knowledge Base Permissions

General and custom permissions

Open the required agent, go to the Tools tab, and click Configure in the Knowledge Base block.

General permissions apply to all selected sources unless Custom Permissions are enabled for a specific source.

Custom permissions are useful when sources are used differently. For example, the agent may only read the FAQ folder but may add rows to the tickets table.

What each permission allows

• Receive data lets the agent read selected materials. This is the minimum permission for knowledge base answers.
• Edit content lets the agent change document text, table cells and ranges, formulas, formatting, columns, visibility, sizes, merged cells, and borders.
• Add rows to tables lets the agent append rows or insert empty rows where needed.
• Create documents lets the agent create text documents.
• Upload files lets the agent add files to the knowledge base.
• Create tables lets the agent create tables.
• Create sheets lets the agent create sheets inside tables.
• Import CSV/XLSX lets the agent import spreadsheet files.
• Delete rows lets the agent delete table rows.
• Delete files lets the agent delete files.
• Delete sheets lets the agent delete table sheets.
• Delete tables lets the agent delete tables.

Permissions apply only to sources selected for this agent. Changes take effect after clicking Save.

How to choose a safe set

If the agent only needs to answer questions, leave Receive data enabled. Add edit, import, and delete permissions only for scenarios where the agent actually changes materials.

If the agent fills a selected table area, moves ranges, changes formatting, or hides columns, add Edit content. If it only appends new rows to a log, Add rows to tables is usually enough without deletion.

If an action does not work

1. Make sure that the required file, folder, or table is selected for the agent.
2. For reading, check the Receive data permission.
3. For table changes, check Edit content or Add rows to tables, depending on the required action.
4. For creation, import, or deletion, check the separate permission for that action.
5. If Custom Permissions are enabled for a source, the agent's general permissions do not apply to it.