When you finish, your employees will know what they may do on their own and what to ask you first, and you’ll know where their requests arrive.
Set the default for every employee
- Open your account menu at the bottom of the sidebar and choose Bot settings.
- Choose Permissions.
- Under How it works, choose a mode.
- Automatic works on its own inside its job. It asks you about money, first messages to new people, things it can’t undo, work outside its job, or acting on outside content.
- Ask asks you before any action that changes something.
- Plan reads and plans. It suggests actions but takes none.
- Full Access asks only about what you set to ask first. Nebo asks you to confirm with Turn on Full Access.
The same page lets you set single actions to Allow, Ask, or Off, set Money limits, and choose Folders it may use.
Set one employee differently
- In a chat with the employee, click Employee settings.
- Choose Permissions.
- Choose a mode, or Same as company defaults.
Answer a request
- When an employee needs your OK, a card appears in the chat with the employee’s name and what it wants to do.
- Choose Allow always, This once, or No. Your employee carries on with your answer.
Requests also wait in your Inbox under Needs your approval, and in the NeboAI app on your phone. Routine work gets done. The exceptions come to you.