Who sees the options of custom plugins

Some accounts have custom plugins active (for example, the delivery-notes or billing ones). Each one adds its own sections to WorkOS. You can choose which team members see them, instead of showing them to everyone.

Where to change it

In Settings, in the Plugin options access block (only the Owner sees it, and only if some custom plugin with options is active). Each plugin has two modes:

• All users: anyone on the account sees the options.
• Selected users only: only the people you tick in the list see them. Press Save access to apply it.

Things to keep in mind

• A new plugin starts as Selected users only with nobody ticked: until you choose people, nobody sees its options.
• People added to the team later do not get access to a restricted plugin automatically; you need to tick them.
• Being Owner or Technical contact does not grant access on its own: you see what you tick, like everyone else.
• The change applies the next time each person loads a screen, without logging out.
• What they cannot see also does not appear in global search, in Kairos or in the Claude or ChatGPT connections.
• The plugin's automatic processes (for example, reading delivery notes in the background) keep working as before: access only affects what each person sees.
• A platform administrator can also change this access from the admin panel.