Access - Ergoly

A worker’s access is three lists: the clients it serves, the channels it answers in, and the people whose direct messages belong to a client. All three are on the worker’s Clients tab, in one table with the caption Where messages to this Worker go: a client, or your own team (internal).

Who can talk to it

Person	In a client’s channel	By direct message
Someone at your agency	Answered by that client’s copy	Answered by your team’s copy, which knows every client
A client’s contact, linked to that client	Answered by that client’s copy	Answered by that client’s copy
A guest, or someone from another workspace not linked to a client	Answered by that client’s copy, in that client’s channel only	Told it cannot help: I only work with people from the organization that set me up.

Adding a client

Press Add to client. Pick the Client, then tick Channels and People. As the dialog says, channels route by conversation, people route their DMs and group DMs. A channel or person already linked to another client is greyed out: nothing is moved silently. See Assigning a worker.

Channels

Each channel row can be Mark internal, Reassign to another client, or removed. Add channel lists channels the worker can see that are not set up yet: public ones it can Join, private ones you invite it to first with /invite. Details under Channels.

Worth knowing. A worker marked internal-only has no Add to client button. Its tab says: This is an internal-only worker: it can never be put in front of a client. It works in DMs and internal channels only. Your AI Admin is one.