Lattice AI Agent Document Permissions

Specify which documents employees have access to when using the Lattice AI Agent. 

Upload an Individual Document's Permissions 

1. Navigate to Admin > Lattice AI > AI Agent. 
2. Navigate to the Knowledge Vault. 
3. Find the document > select the ellipsis (...) > Manage Access. 
4. Choose from:
   • All employees and future hires 
   • Specific employees: Add individuals or add employees through User Groups. 
   • Only admins 
5. (Optional) Preview a list of employees who will have access to the document, select the Preview employees tab.  
6. Select Save changes.

Update Document Permissions in Bulk 

1. Navigate to Admin > Lattice AI > AI Agent. 
2. Navigate to the Knowledge Vault. 
3. Select the check boxes next to the documents you'd like to update the permissions for. 
4. Select Actions > Manage Access. 
5. Choose from:
   • All employees and future hires 
   • Specific employees: Add individuals or add employees through User Groups. 
   • Only admins 
6. (Optional) Preview a list of employees who will have access to the document, select the Preview employees tab.  
7. Select Save changes.