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Precursive AI
Access and Sharing

Access and Sharing

Decide who can see and edit each Zen Agent and its Insights, and find out why someone cannot.

5 articles

Insight sharing and access control

Make sure each Insight reaches only the people who can see the data behind it, with System Mode and External Email Recipients as the exceptions you choose. This guide is for admins. It explains how Precursive AI decides who can see each Insight, the ways people get access, how to share Insights with teams and email recipients, and what happens when access changes.

For Admins

Control who can see and edit a Zen Agent

Roll out an Agent to a pilot group, or keep it to the people who build it, before you open it to everyone. This guide is for admins and Builders. It explains how to restrict a Zen Agent to named viewers and Builders, and what that means for its Insights.

For Admins

Let anyone see an Insight with System Mode

Show Insights to the people who need them, even when their Salesforce license or permissions hide the data behind them, for example Opportunity Insights for users with a Salesforce Platform license. This guide is for admins. It covers the risks of System Mode, how to allow it, and how to apply it to a Context Source or a Zen Agent.

For Admins

Set up sharing after an upgrade

Make sure restricted Agents and Insights stay restricted in an org that has used Precursive AI for some time. This guide is for admins. It covers how to check and fix the Precursive AI sharing settings, rebuild access, and turn on access history.

For Admins

Troubleshoot Insight access

Find out why someone cannot see an Insight, and what to change so they can. This guide is for admins and Builders. It covers Check Access, the Access Denied list view, the Access Check Log, and the most common causes.

For Admins