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Permissions for managing agents versus viewing observability data

Key Takeaway

Manage AI Agents controls managing agents, and it applies to every agent in the org. Viewing Agent Optimization uses two different permission sets: Access Agent Optimization and the Data 360 user permission set.

Agentforce keeps the right to build and run agents separate from the right to view agent analytics. Managing agents depends on the Manage AI Agents permission, while viewing agent analytics in Agent Optimization depends on its own permission sets.

Agentforce Studio and the Agents tab

The Agentforce Studio app is the central hub for building, testing, and monitoring agents. By default, it appears in the App Launcher for all users in orgs with access to Agentforce. But each feature inside the app needs its own permissions, so seeing the app does not mean a user can build or manage agents.

Every user with access to Agentforce Studio can see the Agents tab. To see the Agents list view and open Agentforce Builder, three things must be true:

  • Einstein is enabled for the org.
  • Agentforce is enabled for the org.
  • The user has the Manage AI Agents permission.

A missing Manage AI Agents permission is the most likely reason a user can open Agentforce Studio but can't see the Agents list view or open Agentforce Builder. If that happens, also confirm that Einstein and Agentforce are both enabled for the org.

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