The Users tab lets you manage who has access to Logic AI and what role they have.

Roles

Managing Users

• Add a user — Search by name or email and assign a role. This assigns the appropriate permission set automatically.
• Remove a user — Revokes their permission set. They will no longer see the Logic AI component or be able to chat.
• Change role — Promote a User to Admin or demote an Admin to User.

Notes

• The installing admin is automatically assigned the Admin role during package installation
• Removing a user does not delete their chat history or saved memories — it only revokes access
• Users still need appropriate Salesforce object permissions to read/write data through Logic AI. Logic AI enforces sharing rules and field-level security on every operation.