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The Users tab lets you manage who has access to Logic AI and what role they have.

Roles

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.