Roles
| Role | Access |
|---|---|
| User | Chat interface, standard tools as defined by policy |
| Admin | Everything above, plus full admin console access, admin-mode tools, and gateway management |
Managing Users
- Add a user — Search by name or email and assign a role. This assigns the appropriate permission set automatically.
- Remove a user — Revokes their permission set. They will no longer see the Logic AI component or be able to chat.
- Change role — Promote a User to Admin or demote an Admin to User.
Notes
- The installing admin is automatically assigned the Admin role during package installation
- Removing a user does not delete their chat history or saved memories — it only revokes access
- Users still need appropriate Salesforce object permissions to read/write data through Logic AI. Logic AI enforces sharing rules and field-level security on every operation.