Operations

Permissions & seats

AI only sees what the permission model exposes. Different roles see different data, so outputs change by who asks, and missing paid seats block agents entirely.

What breaks

AI insights that differ between sales and marketing
Summaries missing notes on restricted objects
Team members without the seats agents require

What we check

An admin can configure agents
Do nowAuto-checked by scan
Without the right role the setup stalls halfway, or gets done by whoever happens to have access.
First step: Grant Breeze Agent Editor (or Super Admin) to the named AI owner.
Team has the required paid seats
Do now
Agents are unavailable to unseated users, so adoption fails for reasons that look like 'the AI doesn't work'.
First step: Compare users against seat assignments and assign Pro+ seats to everyone in the pilot.
Permissions are documented and consistent
Do now
AI outputs change by role when visibility differs, which reads as inconsistency and kills trust.
First step: Document permission sets per team and align object visibility for the records AI summarizes.