The Gen AI tab in a permission set controls the Agentbase AI features that individual users can access in Demandbase One for Marketing and Demandbase One for Sales.
Important:
- By default, all permission sets include access to all AI agents.
- Users can access an AI agent only when it is enabled in Tenant Settings and included in at least one of their permission sets.
- If a user has multiple permission sets, remove the AI agent from every assigned permission set to restrict the user’s access.
- Administrators can access all AI agents. To restrict an AI agent for administrators, disable it in Tenant Settings.
- AI Chat in Sales and Playbook Configuration Agent are managed on the Sales tab, not the Gen AI tab.
Understand Agentbase AI Feature Permissions
The Gen AI tab in permission sets includes the following Agentbase AI features:
| Category | AI Agents |
| Ask AI |
|
| Configuration & Automation |
|
| Content Generation |
|
| Insights & Analysis |
Important: The Account Engagement Agent permission also controls access to AI Account Summary and Next Best Action in Demandbase One for Sales. |
| Recommendations |
|
Important: Gen AI permissions take effect only when the corresponding AI agent is enabled in Tenant Settings. See Manage Agentbase AI Features.
Prerequisites to Manage Agentbase AI Feature Permissions
You must have Admin permissions in Demandbase.
Manage Agentbase AI Feature Permissions
- From the left navigation bar, go to Settings > User Management > Permission Set.
- Click the name of the permission set assigned to the user.
- Click the Configuration tab, then click the Gen AI tab.
- Select an access level:
- Full Access: Users can access all AI agents.
- No Access: Users cannot access any AI agents.
- Limited Access: Select the specific AI agents users can access.
- Click Publish.
- In the Publish changes window, select the checkbox to confirm the change, and click Publish.
- Make sure to assign