Review permissions and install

Permissions in plain words

Every permission a package asks for is shown in plain language with a risk pill. Learn the three levels:

• Low risk: for example Write email drafts ("nothing is sent without you"), See your calendar, Email you notifications, Remember things.
• Medium risk: Read your business email, Read your project data, Create calendar events, Read your files, Save and delete stored files.
• High risk: Send email for you, Share your files, Change your project data, Contact outside services, Use your saved secrets.

A permission the Marketplace does not recognise is treated as high risk.

Install a package into Agents

1. Open Invoice Chaser and choose Install. Sign in if asked.
2. In 1. Where should it go? agents default to Agents. The other choices are Studio project, Console project and Business workspace. A console project or workspace needs an ID you manage.
3. Choose Review what will be installed.

The review step

2. Review shows warnings, Also installed first (dependencies), What it will be able to access (most risky first), Settings and any secrets it needs. For Invoice Chaser, fill in the table name setting. Required fields carry an asterisk.

Secrets are never typed here. If the package declares a secret, the page says you will add it yourself in your project's secret settings.

Finally tick the box confirming you reviewed what the package, and any packages it brings, can access. If something is high risk the text says so. Then choose Install. Back returns to step 1.

After install

You see " is installed" and Next steps. For an agent, the dependable route is to open PGB Agents, choose New agent, find it under From the marketplace and choose Use this agent. Agents created from a package with a schedule start paused so you can review them. For a template, open PGB Studio and use Start from a template.

My installs

Open My installs from your account menu. Every row shows the package and version, the target, the install date and the settings you chose. Uninstall with Yes, remove deletes the record. It does not delete a project or agent you built from it.

Approvals protect you too

Agents can search the Marketplace by themselves, but installing a package from an agent always needs your approval. You decide, even if an agent suggested it.

Try it yourself

1. Run through the install flow for a template into Studio project and stop at the review step. Read each permission.
2. Do the same for a database package and notice the high-risk Change your project data.
3. Open My installs.

Recap

• Risk levels: Low risk, Medium risk, High risk.
• The install flow: choose a target, review permissions and settings, confirm, install.
• Secrets are added by you in your project, never in the form.
• My installs lists and removes install records.