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Connector policy, permissions, and usage

How admins control which external services members can connect, assign AI users, delegate Studio menu permissions, and check co mpany-wide usage.

Manage how far members can connect to external services, the Google prerequisites, delegation of admin permissions for each menu, and company-wide usage.

Connector policy

Manage whether and how far members can connect to external services such as Slack, Notion, Gmail, and Google Calendar. Every external service is disabled by default, and members can only use one after an admin enables it.

How to allow an external service

  1. Go to [Studio] > [Connector policy] and find the service you want to allow.

  2. Turn on that service's toggle to enable it. (Members can then connect their own personal accounts.)

⚠️ Note: If you disable a service again, members who have already connected their account and are using it lose access immediately.

Assigning AI users

Agents and Tasks are available only to the members an admin designates, and the features turn on as soon as you assign them.

How to assign and unassign users

  1. Go to [Studio] > [AI users].

  2. Select the members you want to grant access to from the member list.

  3. If you unassign someone, Agents and Tasks are disabled for that member immediately.

💡 Seat policy by Intelligence plan

  • Without a subscription: you can assign as many people as you like, with no limit.

  • With a subscription: you can assign up to the number of seats you purchased. If you're out of seats and can't assign anyone else, use 'Contact us' to request more.

Managing permissions (delegation)

You can delegate admin permission for each Studio menu to other members. Managing agents, managing knowledge documents, managing external service knowledge, managing the connector policy, and so on can each go to a different person, depending on how the work is divided.

  • How to set it up: Go to [Studio] > [Permissions], select the role you want to delegate, and assign the member responsible for it.

Managing permissions

⚠️ Note: The Permissions, Usage, and AI users menus can't be delegated. Only members granted AI Studio admin permission under flex > Settings > Permissions can access them.

Checking usage and raising your limit

Under [Studio] > [Usage], you can see your company's overall AI usage at a glance.

  • How usage is displayed

    • Agents and Tasks limit: shown as a percentage gauge of the total limit used. (※ Credit figures aren't shown separately.)

    • Voice summaries: shown as cumulative hours used.

  • Raising your limit (upgrading): If you need a higher limit, apply through [Contact us about the Intelligence tier] in Studio. Admins can't upgrade directly; requests are handled after they're submitted.

Example: usage on the Starter tier

Example: Growth tier or above, at 90% or more usage (the Intelligence subscription enquiry appears)

Example: usage on Growth tier or above with an Intelligence subscription


FAQ

I've used up my AI usage and can't use Agents or Tasks.

Once your personal monthly credit limit is used up, Agents and Tasks are unavailable until your next billing date. Voice recording and voice summary keep working. To raise the limit, an admin needs to apply through [Contact us about the Intelligence tier] under Studio › Usage. Self-serve upgrades aren't supported, and requests are handled after they're submitted.

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