Sharing, Access & Monetization
Sharing, roles, access requests, quotas, paid agents. Short, grounded answers with links to the full documentation.
22 questions
- •How do I share an agent with a teammate?
- •What can my teammate do with an agent I've shared with them?
- •Why can't my teammate see my past conversations with a shared agent?
- •What's the difference between the Access tab and the Sharing tab?
- •What user roles does Trinity have and what can each one do?
- •Who can create agents?
- •Why am I getting an agent quota error when I create an agent?
- •What role does a new user get the first time they log in?
- •Can people sign up for my Trinity instance on their own?
- •How does someone request access to my agent, and what happens when I approve it?
- •What's the difference between Restricted and Open access on an agent?
- •What's the difference between sharing an agent and creating a public link?
- •What is the Workspace?
- •How do I bring a second agent into a conversation?
- •What can a client see on an agent's page?
- •What's the difference between a public link, sharing, and the Workspace?
- •How do I keep a growing fleet of agents organized?
- •Can I manage Trinity from my phone?
- •Can I charge people to chat with my agent?
- •How do I set the price for my paid agent, and can I test payments without real money?
- •How can I see the payments my agent has received?
- •How does my agent share a file with someone outside Trinity, and how do I revoke the link?
What's the difference between the Access tab and the Sharing tab?
The Accesstab manages Trinity operators — platform users (your teammates) who log into the Trinity UI and get interact-level access. The Sharingtab manages external clients — people without a Trinity account who reach the agent through Slack, Telegram, WhatsApp, voice calls, or public links, identified by verified email. The Sharing tab also holds the Restricted/Open access switch, pending access requests, channel configuration, a read-only client roster, and the public links and file sharing panels. See Agent Sharing.
What user roles does Trinity have and what can each one do?
Trinity has four hierarchical roles: admin > creator > operator > user. Admins can create agents and manage every agent on the platform; creators can create agents and manage their own; operators cannot create agents but can work with agents assigned to them; users cannot create or manage agents but can chat with agents shared with them. Higher roles inherit all permissions of lower ones. See Roles and Permissions.
Who can create agents?
Creating agents requires the creator role or above. If a teammate needs to create agents, an admin can promote them: go to Settings → User Management, find the user in the table, and pick a new role from the dropdown — the change takes effect on their next request. You cannot change your own role, and admins cannot demote themselves. See Roles and Permissions.
Why am I getting an agent quota error when I create an agent?
Each role has a limit on how many agents it can own: by default creators get 10, operators 3, and users 1 (admins are always unlimited). When you're at your limit, agent creation is rejected with HTTP 429 and a "Agent quota exceeded" message. Admins can raise the per-role limits under Settings → Agent Quotas (enter 0for unlimited). Redeploying an agent you already own doesn't count against your quota, and system agents are excluded from the count. See Agent Quotas.
What role does a new user get the first time they log in?
The role comes from their email whitelist entry: each whitelisted email carries a default role that is assigned on first login, and it falls back to the basic userrole if none was set. Adding someone through an agent's Access tab or approving their access request whitelists them as a user— a chat-only grant that never silently promotes anyone. An admin can promote them afterwards via Settings → User Management. See Roles and Permissions.
Can people sign up for my Trinity instance on their own?
Not unless you explicitly allow it — public self-signup is off by default, and the email whitelist stays the real access gate. The unauthenticated access-request endpoint returns 403 and tells the person to ask an administrator to whitelist their email. An admin can opt in via the PUBLIC_ACCESS_REQUESTS_ENABLED environment variable or the matching system setting; when enabled, self-signups are auto-whitelisted with the basic user role. See Roles and Permissions.
How does someone request access to my agent, and what happens when I approve it?
When an agent is in Restrictedmode and an unknown user with a verified email messages it — from any channel — they see "Your access request is pending approval" and a request appears under the Restricted/Open switch in the agent's Sharing tab. Click Approve to add their email to the share list, which admits them on every channel at once; click Denyto reject silently (the agent's existence is not confirmed). If the request came in over Telegram, Slack, or WhatsApp, Trinity automatically messages the requester on that same channel to confirm access; a delivery failure never rolls back the approval. See Access Control.
What's the difference between Restricted and Open access on an agent?
It's a single per-agent switch under "Who can chat with this agent?" on the Sharing tab. Restricted(the default) means only the owner, admins, and explicitly approved emails can chat — everyone else generates a pending access request. Open means anyone with a verified email can chat immediately. Separately, admins can set whether new agents require verified email at all (Settings → General→ "Require verified email for new agents") — it's on out of the box, applies only at creation time, and owners can still override it per agent. See Access Control.
What's the difference between sharing an agent and creating a public link?
Sharing grants a Trinity account holder interact access through the logged-in UI. A public link is a shareable URL that lets anyone chat with the agent without logging in — optionally with email verification, rate limits, and a custom welcome message. Public-link conversations persist across page refreshes, and logged-in Trinity users get a history dropdown to resume past sessions. Create links under Sharing → Distribution → Public links on the agent detail page. See Public Links.
What is the Workspace?
The Workspace at /workspaceis the signed-in chat app for the people you share agents with — and for you. It is where conversations keep their memory between turns, where each agent has a page summarizing what it's been doing and what it's waiting on you for, and where several agents can work one thread together. Platform users reach it in one click from the nav; external clients sign in with a 6-digit email code and see only the agents shared with their address. See Workspace.
How do I bring a second agent into a conversation?
Type @and the other agent's name in an existing one-to-one chat. The Workspace opens a roomcontaining both agents and posts your message there, leaving the original chat untouched. Inside a room, mentioning an agent that isn't yet a participant adds it — only a person can recruit that way, never another agent. An @namethat isn't one of your agents stays plain text. Multi-agent chat is an enterprise capability: where it's absent the picker is single-select and mentions stay ordinary text. See Workspace.
What can a client see on an agent's page?
Its description and health, how many tasks it ran in the last 7, 14, or 30 days with completion and first-try rates, anything it's waiting on them for, reports it published, files exchanged, what it can be asked to do, and its recent activity. It reports rather than configures: no schedules, skills, logs, costs, or model details, and an open question is answered by replying in chat. Because it reads from stored data, a stopped agent still renders — degraded, not blank. See Workspace.
What's the difference between a public link, sharing, and the Workspace?
Three ways to give someone access, for three audiences. A public linkis a single anonymous chat URL for one agent — no sign-in, no saved history, one agent per link. Sharing gives another Trinity operator interact-level access to an agent through the logged-in admin UI. The Workspaceis a signed-in app where a named external client verifies their email, picks among the agents shared with them, holds multiple saved conversations that keep their memory between turns, browses each agent's page, and uploads files — a client workspace, not an anonymous URL and not the operator UI. It ships in every build; only multi-agent rooms within it are enterprise-gated. See Workspace.
How do I keep a growing fleet of agents organized?
Use tags and saved views. Tag agents from the agent detail page (or via API/MCP); tags show as colored badges on agent tiles, group agents into tag clouds on the Dashboard, and drive the shared Dashboard filters that apply across the Timeline, Grid, and List views. For filter combinations you use often, create a System View— a saved filter of tags plus other criteria that persists across sessions. See Tags and Organization.
Can I manage Trinity from my phone?
Yes. Trinity ships a mobile-optimized PWA at /m (for example http://your-domain.com/m) — install it via Add to Home Screen for a native-app feel. It has three tabs: Agents (list, chat, toggle autonomy, send tasks), Ops (respond to operator queue items and notifications), and System(system-level controls). It's built for quick interactions like answering an agent's question or flipping autonomy on and off. See Mobile Admin.
Can I charge people to chat with my agent?
Yes, via per-request payments using the Nevermined x402 protocol. In the agent's payment settings, enter your Nevermined API key, Agent ID, and Plan ID, then enable payments — the agent gets a paid endpoint at POST /api/paid/{agent_name}/chat. Callers without payment credentials receive HTTP 402 with payment instructions, buy credits on the Nevermined checkout page, and retry with a payment-signature header; Trinity verifies the payment, deducts credits, and routes the message to the agent. See Nevermined x402 Payments.
How do I set the price for my paid agent, and can I test payments without real money?
Pricing lives in your Nevermined plan (which defines credit pricing and allocation — one plan per agent); on the Trinity side you set how many credits each chat request burns (credits_per_request, default 1, minimum 1). For testing, configure the agent with the sandbox environment (the default), which runs on the Base Sepolia testnet; switch to the liveenvironment for real payments on Base mainnet. Anyone can check an agent's payment requirements without authentication via GET /api/paid/{agent_name}/info. See Nevermined x402 Payments.
How can I see the payments my agent has received?
Payment history is available per agent via GET /api/nevermined/agents/{name}/payments, or through the get_nevermined_paymentsMCP tool. If a payment settles incorrectly, admins can list failed settlements and retry them manually — settlement failures are never retried automatically. See Nevermined x402 Payments.