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Manage Agent Visibility

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Written by TeamAI
Updated this week

Overview

Agent visibility controls who can access your AI agents. This setting is configured only during agent creation and determines whether an agent is private to you, shared with your workspace, or available across your entire organization.

Learning Objectives:

  • Understand visibility levels available during agent creation

  • Select appropriate visibility level for your agent's use case

  • Verify visibility settings before creating an agent

  • Apply best practices for agent sharing decisions

  • Recreate an agent if visibility needs change

Prerequisites

You'll Need:

  • Access to a workspace with agent creation permissions

  • Decision on who should access the agent (personal use vs. team collaboration)

  • Understanding of your organization's data sharing policies

  • Clear purpose for the agent (to inform visibility choice)

Important: Visibility can only be set during initial agent creation. Once created, the visibility level cannot be changed.


Access Agent Creation

Navigate to Agent Creator

  1. Open Agents section

    • In left panel, click "Agents"

    • Agents interface loads

  2. Initiate agent creation

    • Click "Create Agent" button (located at top-right of page)

  3. View agent creation panel

    • A panel opens on the left side of the screen with fields for agent configuration

    • Unnamed

Result: The agent creation panel is open and ready for configuration.


Configure Basic Agent Settings

Complete Required Fields

  1. Create with AI

    • Start by describing your agent, including the suggested details, and the AI will adapt the instructions to make them easy for the AI to follow. This step can be skipped.

Result: The basic agent identity is established.


Set Agent Visibility

Choose Access Level

  1. Define Agent Purpose:

    • Navigate to the next tab called Define your purpose

    • In the name your agent field, set a clear and descriptive name for your AI agent.

    • Write a description clarifying the agent's role and capabilities.

  2. Select your preferred model

Visibility levels explained

Personal Visibility (Only you):

  • Select "Only you" radio button

  • Best for: Testing agent ideas, personal productivity, confidential data, experimental prompts

Workspace Visibility (Anyone in workspace):

  • Select "Anyone in [workspace name]" radio button

  • Best for: Team collaboration, shared department tools, project-specific agents

Organization Visibility (Anyone in organization):

  • Select "Anyone in [organization name]" radio button

  • Best for: Company-wide standards, executive assistants, cross-department resources

  • Requires: Organization-level permissions (verify you have access)

Result: The visibility level is selected and will be applied when agent is created.


Complete Agent Creation

Finalize and Create

  1. Configure remaining settings

    • Add instructions for agent behavior

    • Connect datastores (if needed)

    • Enable tools (web search, code interpreter, etc.)

    • Set conversation starters (optional)

  2. Review visibility setting

    • Double-check your visibility selection

    • Remember: This cannot be changed after creation

  3. Create agent

    • Scroll to bottom of form

    • Click "Create" button

Result: The agent is created with your selected visibility level permanently set.

Note: To find more information on agent creation, refer to this article


What to Do If You Selected Wrong Visibility

Recreate Agent with Correct Settings

  1. Identify the incorrectly created agent

    • Note name and full configuration

  2. Delete the agent (if needed)

    • Click three-dot menu (⋯) next to agent

    • Select "Delete Agent"

    • Confirm deletion

  3. Recreate agent with correct visibility

    • Follow the above sections of this guide

    • Select appropriate visibility radio button

    • Use same name and settings as original

Result: A new agent exists with correct visibility level.

Alternative: Keep both agents if original already has value, but clearly name them to indicate visibility difference (e.g., "Agent Name - Personal" vs. "Agent Name - Shared").


Best Practices for Choosing Visibility

  1. Think before sharing - Consider data sensitivity, API keys, and output confidentiality

  2. Document use case - Write clear description before creating to inform visibility choice

  3. Test with sample data - Ensure agent works correctly before workspace/organization exposure

  4. Review connected tools - Verify no personal credentials in tools before sharing

  5. Consider team size - Workspace visibility = all members can clone and modify their copy

  6. Plan for permanence - Remember: visibility decision is permanent at creation

  7. Version naming - If creating multiple visibility versions, use naming convention:

    • "Agent Name" (personal)

    • "Agent Name - Team" (workspace)

    • "Agent Name - Company" (organization)


Visibility Impact on Agent Features

How Visibility Affects Agent Usage

Personal Agents:

  • Only you can discover in agent search

  • Only you can start chat sessions

  • Only you can edit or delete

  • Hidden from "Shared with me" and category lists for others

Workspace Agents:

  • Appears in "All" for all workspace members

  • All members can start chat sessions

  • Only you (and editors) can edit original; others can clone

  • Appears in workspace agent gallery

Organization Agents:

  • Appears across all workspaces in organization

  • All org members can start chat sessions

  • Requires admin permissions to create

  • Appears in organization-wide agent directory


Security Considerations

Data Protection by Visibility Level

Before selecting Workspace or Organization:

  • Review agent outputs - Ensure it doesn't expose sensitive data

  • Check tool configuration - Remove personal API keys or credentials

  • Test with confidential data - Verify agent doesn't leak data in responses

Result: You maintain security while enabling appropriate collaboration.


Common Questions

Q: Can I change visibility after creating an agent?

A: No. Visibility is permanent after creation. You must recreate the agent with the desired visibility level.

Q: What's the difference between "Only you" and "Private"?

A: "Only you" is the Personal visibility setting. It makes the agent accessible only to your account.

Q: If I create a Workspace agent, can others edit my original?

A: No. Others can use your agent, but only you can edit it.

Q: Why don't I see the Organization visibility option?

A: You lack organization-level permissions. Only workspace owners or organization admins can create Organization-visible agents.

Q: Can I restrict who in the workspace can see my agent?

A: No. Workspace visibility shares with ALL workspace members. For selective sharing, keep agent Personal and share direct chat links with specific individuals.

Q: Does visibility affect agent performance or capabilities?

A: No. Visibility only controls access. All agents have the same tools, models, and capabilities regardless of visibility level.

Q: Can workspace members see my chat conversations with a shared agent?

A: No. Chat conversations are private to each user. Only you can see your chat history, even with shared agents.

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