Sharing & Permissions

Reports are private to their creator until shared. You can share with specific teammates, or with your whole team at once, with a role controlling what each person can do. Folders have sharing settings too — see Sharing a folder below.

Two layers of access

Access to Agave AI works in two layers:

1. Product access — set by your Agave administrator. Users either have view access (they can open reports shared with them, browse templates, and star reports) or edit access (they can also create reports, prompt Agnes, share, and manage folders and settings).
2. Per-report roles — set report by report, in the Share dialog, as described below.

Report roles

	Viewer	Editor	Owner
View the report and its versions	✓	✓	✓
Star the report (personal)	✓	✓	✓
Prompt, edit, and attach files		✓	✓
Rename, duplicate, move to folder		✓	✓
Manage versions (pin default, archive)		✓	✓
Share and change permissions		✓	✓
Mark or remove Official			✓
Delete the report			✓

The person who creates a report is its Owner. There is one Owner per report, and Editors can never grant a role higher than their own — so ownership can't be transferred by an Editor.

Viewers see the report only

People with Viewer access see the finished report — no chat panel, version dropdown, or edit controls. If a default version is pinned, that's the version they see; otherwise they see the latest completed version.

Sharing a report

Open the ⋯ menu on a report and select Share (available to Editors and Owners):

1. Add people — pick teammates to grant access immediately. Set each person's role — Owner, Editor, Viewer, or No access — in the People with access list. Teammates who only have view-level product access can only be assigned Viewer.
2. General access — choose the report's overall visibility:
   • Team — "All team members can access this session", with a dropdown for the team-wide role (Viewer or Editor).
   • Restricted — "Only people added above can access this session".
3. Press Save.

If someone has both an individual role and a team-wide role, the higher of the two applies.

Sharing a folder

Folders have sharing settings of their own, using the same roles as reports. Open a folder's ⋯ menu and select Share — the dialog works just like report sharing:

1. Add people — grant individual teammates a role. As with reports, teammates with view-level product access can only be Viewer, and only the Owner can grant the Owner role.
2. General access — Team ("All team members can access this folder", with a team-wide role) or Restricted ("Only people added above can access this folder").

Unlike reports, new folders start shared with the whole team as Viewers. The creator is the folder's Owner.

Folder roles control the folder itself:

• Viewer — see and open the folder.
• Editor — rename the folder, add reports, and share or change its permissions.
• Owner — everything above, plus delete the folder.

Folder permissions cascade to every report inside

Saving a folder's permissions updates the sharing permissions of every report in the folder — each report's general access and people list are replaced with the folder's (the report's own Owner is preserved). The Share dialog asks you to confirm before applying. Sharing an individual report inside a shared folder changes that report only, until the folder's permissions are next saved.

Copying a link

The Share dialog's Copy link button copies the report's URL for pasting into chat or email. The link itself doesn't grant access — recipients must already have access through the settings above.

Sharing stays inside your team

There are no public or anonymous links, and reports can't be shared outside your team.