Understanding and Managing Members and Contacts in Bold Agent

Bold Agent provides two types of users—Members and Contacts—to help you manage access, collaboration, and interaction with agents effectively. Understanding the difference between these roles ensures users have the appropriate level of access while keeping your workspace secure and well organized.

This article explains:

• What Members and Contacts are
• What each role is used for
• When to add a Member versus a Contact

Understanding Members in Bold Agent

Members are internal users who access the Bold Agent platform based on role‑based permissions such as Account Owner, Admin, or Builder… They are typically responsible for creating, configuring, and maintaining agents and workspace resources.

What Members Can Do

Members can:

• Access the full Bold Agent platform
• Create, edit, and manage agents
• Add and manage agent libraries
• Configure agent workflows and settings
• Manage workspace-level resources based on assigned permissions

Members are best suited for employees or collaborators who actively build and manage agents.

How to add a Member:
To learn how to add members to your Bold Agent workspace, refer to the Knowledge Base article:
How to Add Members in Bold Agent

Understanding Contacts in Bold Agent

Contacts are external or limited-access users who interact with agents but do not manage them. Contacts commonly include customers, partners, or stakeholders who access agents through the Agent Hub.

What Contacts Can Do

Contacts can:

• Access the Agent Hub portal (when Hub Access is enabled)
• Interact with agents shared through the Agent Hub
• Be organized into Contact Groups for easier access management

Contacts cannot:

• Create or edit agents
• Add or manage agent libraries
• Access internal Bold Agent configuration or administrative settings

Contacts are ideal for users who need to use agents, but should not configure or manage them.

How to add a Contact:
For step-by-step instructions on adding and managing contacts, refer to the Knowledge Base article:
Managing Contacts in Bold Agent

Choosing Between a Member and a Contact

Use the following guidance when assigning roles:

• Add a Member if the user needs to create, configure, or manage agents and libraries.
• Add a Contact if the user only needs access to agents through the Agent Hub.

Assigning the correct role helps maintain security, clear responsibility, and efficient collaboration across your workspace.

Summary

• Members are internal users who manage agents and platform resources.
• Contacts are external users who interact with agents through the Agent Hub.
• Adding the correct user type ensures secure access and effective workspace management.
• Detailed steps for adding Members and Contacts are covered in their respective Knowledge Base articles.