Specify which documents employees have access to when using the Lattice AI Agent.
Before you start
When restricting access to a document, the AI Agent will not be able to use the document as a source in conversations with employees that do not have access.
It may take up to 15 minutes for the permissions to reflect.
Upload an Individual Document's Permissions
Navigate to Admin > Lattice AI > AI Agent.
Navigate to the Knowledge Vault.
Find the document > select the ellipsis (...) > Manage Access.
Choose from:
All employees and future hires
Specific employees: Add individuals or add employees through User Groups.
Only admins
(Optional) Preview a list of employees who will have access to the document, select the Preview employees tab.
Select Save changes.
Update Document Permissions in Bulk
Navigate to Admin > Lattice AI > AI Agent.
Navigate to the Knowledge Vault.
Select the check boxes next to the documents you'd like to update the permissions for.
Select Actions > Manage Access.
Choose from:
All employees and future hires
Specific employees: Add individuals or add employees through User Groups.
Only admins
(Optional) Preview a list of employees who will have access to the document, select the Preview employees tab.
Select Save changes.