Groups let you manage access for teams of users instead of assigning permissions one person at a time. When you share an index or agent with a group, every member of that group gets access.Documentation Index
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When to use groups
Groups are useful when:- A team of people needs access to the same set of indexes and agents
- You frequently add or remove users who need the same permissions
- You want to manage access by department, role, or project rather than per individual
Creating a group
Create a new group
Give the group a descriptive name that reflects its purpose, for example, “Field Engineering Team” or “Sales - West Region.”
Assigning group access
Once a group exists, you can share indexes and agents with it:- Index access: Go to the index settings and add the group as a Viewer or Admin
- Agent access: Go to the agent settings and add the group as a Viewer or Admin
Managing group membership
When someone joins or leaves a team:- Adding a user to a group immediately grants them access to everything shared with that group
- Removing a user from a group immediately revokes the group-based access (they keep any individually assigned permissions)
Example setup
A typical workspace might use groups like:| Group | Indexes shared | Agents shared |
|---|---|---|
| Field Engineering | Product Manuals, Troubleshooting Guides | Field Support Agent |
| Sales Team | Product Catalogs, Pricing, Competitive Analysis | Sales Enablement Agent |
| Support Reps | Knowledge Base, FAQs, Service Policies | Customer Service Agent |
| RFP Team | All technical docs, Compliance, Past Proposals | RFP Agent |