Users and Phacets Management

Managing users and access rights is essential to keeping your Phacet workspace secure and organized.

This guide explains how to invite teammates, assign roles, and control who can access or configure individual Phacets (AI agents).

Understanding User Roles

Phacet provides several user roles designed to accommodate different responsibilities:

• Admin: Can manage the platform globally, including billing, users, and access rights.
• Builder: Focused on creating and configuring individual Phacets in addition to using them.
• Member: Intended for users who only need to access and use existing Phacets shared with them.

Permissions by role

Inviting Users to Phacet

To invite a user to your Phacet workspace:

1. Go to Settings > Members.
2. Click Invite Member.
3. Enter the new user's email address.
4. Select the user’s role (Admin, Builder, or Member).
5. Click Send Invite.

The invited user will receive an email with instructions to create their account and access the workspace.

➡️ Pending invitations can be tracked and revoked anytime from the Pending Invites section.

Manage your workspace members from the Member menu

Removing Users from Phacet

Only Admin users can remove users from Phacet.

To remove a user:

1. Go to Settings > Members.
2. Click the ... menu next to the user's role.
3. Select Delete Member.

⚠️ Note: This action is permanent and cannot be undone.

Sharing Access to Individual Phacets (AI Agents)

You can only share access to individual Phacets with existing users in your workspace.

Managing Access to a Phacet

1. Open the specific Phacet.
2. Click the Share button.
3. Select the user you want to invite by entering his email
4. Select the access rights for this user (Full Access or Can Use)

Removing Access to a Phacet

Access can only be revoked by:

• Admin users
• Builders if they are The creator of the Phacet

To remove access:

1. Click Share on the relevant Phacet.
2. Change the user's access to Remove.

Removed users will still have access to the workspace and other Phacets that have been shared with them.

User Limits

The maximum number of active users on your Phacet workspace depends on your subscription plan:

• Solo Plan → 1 active user
• Studio Plan → Up to 5 active users
• Custom Plan → Tailored user limit (reach out to our sales team)

If you've reached your active user limit:

• A notice will appear in the Members section.
• You won’t be able to send new invitations until a user is removed.
• To increase your limit, contact the Phacet sales team for a custom plan.