01 Platform · Team and access
Everyone gets their own view. The AI included.
Going from one owner to a real team usually means choosing between exposing everything and building nothing. It should mean neither, and the same standard should apply to software that acts on your behalf.
02 People
Their own app, not a locked down version of yours.
Someone you add gets their own navigation, showing only the records, stages and agents you granted them. Not your screen with things greyed out, and not a second product. The same system, scoped.
Granting is per person and goes down to individual agents, workflows, stages and record types. Save one person's access as a named role and the next hire is set up in one action.
Including the grants you forgot about.
Every grant is visible in one matrix, including wildcards and leftovers from an old template, and the screen warns you when somebody's other roles would quietly bypass the limits you just set. Invisible access is the kind that hurts.
There is also a private space next to the shared work: your own notes and to dos that nobody else can read, enforced at the database rather than hidden on the screen.
03 Agents
Onboarded like a person, not handed the keys.
The usual arrangement is that an agent inherits whatever the person who set it up can reach. That is convenient and it is how most of the reported accidents happen.
What it may read
Set per record type, down to the field. An agent working quotes does not need to see what somebody earns, so it does not, and that is a setting rather than a hope.
What it may write
Also per field, and refused unless you allowed it rather than allowed unless you thought to forbid it. A field nobody granted is a field it cannot touch.
What it was before
Every write an agent makes is kept alongside the previous value. A change is something you can look at rather than something you have to reconstruct from side effects.
Which person it answers to
A teammate granted an agent gets that agent at their own level of access. One interface, and the blast radius is per person.