Member Access Groups

Member access groups let you define who your members are, what they can access, and how much each member can spend. They give you full control over gated experiences — from invite-only tools to paid subscription tiers.

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What you can do with member access groups

• Add users to a membership tier — Assign users to specific groups based on their role, plan, or relationship to your product.
• Control which deployments and portals they can access — Choose exactly which agents and portals each group can see and use.
• Assign a per-user wallet — Give each member a credits or usage budget that limits how much they can use.
• Set upgrade paths — Let users buy more credits or move to a higher tier when they run out.

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When to use member access groups

• Require login before using a tool — Create a free member access group with no payment required. Users will need to sign up and log in before they can access anything, giving you visibility into who is using your tools without charging them.
• Control access based on user groups — Segment users by team, plan, or any other criteria.
• Create invite-only portals or deployments — Restrict access so only approved users can get in.
• Build internal team roles — Use access groups as roles, where each role maps to a different set of tools and permissions.
• Create paid tiers — Offer free, pro, and enterprise plans each with their own access and usage limits.

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Example: Tiered access in practice

Here's how a typical setup with multiple access groups might look:

Public access group — "Free Trial"

Anyone can try your agents without signing up. You set a limit of 5 uses per day and configure an upgrade prompt that encourages them to sign up for a plan.

Member access group — "Starter" ($29/month)

Signed-up users get access to a few core agents. Each member gets 100 uses per month. When they run out, they're prompted to upgrade.

Member access group — "Pro" ($99/month)

Pro members get everything in Starter, plus additional agents and a dedicated portal with extra pages like guides and templates. They get 500 uses per month.

Member access group — "Team" ($249/month)

Your top tier. Team members get unlimited access to all tools. You invite them manually so you can vet each account, and this group includes a private Slack bot deployment for quick access.

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Editing and managing a member access group

When you open a member access group, you'll see four tabs that let you configure everything about that group.

Setup

This is where you define the basics. Give your access group a name and description so you can easily identify it, and set usage limits that control how much each member in this group can use. For example, you might allow 100 uses per month for a basic tier and 500 for a premium tier.

Upgrade & Monetization

This tab controls what happens when a user reaches their usage limit and how you charge for access to this group. You can define upgrade paths that prompt users to move to a higher tier when they hit their limit, and choose how you want to monetize — either as a one-time fee or a recurring subscription. This is also where you configure the messaging users see when they're prompted to upgrade.

Add Users

Here you can manually add users to this member access group by entering their email address. This is useful for invite-only groups, onboarding specific clients, or adding team members. You can also view and manage all current members from this tab — if you need to remove someone, you can do it here.

Deployments & Portals

This tab lets you choose exactly which agents and portals users in this group have access to. You can assign specific deployments so that different tiers see different tools, or give higher-tier groups access to exclusive portals with additional pages and resources.

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You can start simple — even just a public group and one paid tier — and add more groups as your product grows. Each group can have its own portal variation, wallet size, and set of tools, so you can tailor the experience at every level.