Phin Agent Access Configuration
Overview
The Phin tab in your organization dashboard allows admins to configure which Phin AI agents are available to organization members. This is an access control panel, not a conversational assistant.
What is Phin Agent Access?
Phin Agent Access is a configuration panel where organization admins can:
Enable or disable all Phin features for the organization
Control which AI agents members can access
Configure premium feature access
Set model selection permissions
Accessing Phin Settings
Sign in as an organization admin
Navigate to Organization
Click the Phin tab
View and configure agent access settings
Note: The Phin tab only appears if Phin features are enabled for your organization.
Master Killswitch
The most important control is the Master Killswitch at the top of the page:
Setting | Description |
Enable Phin for Organization | Master switch to enable/disable ALL Phin features. When disabled, the Phin tab is hidden and no members can access any Phin agents. |
When the master switch is off:
- The Phin tab is hidden from members
- No Phin agents are accessible
- All other Phin settings are disabled
Global Settings
When Phin is enabled, you can configure these organization-wide settings:
Premium Agent Access
Controls whether your organization has access to premium agents:
- Session Assistant
- Encounter Assistant
- Order Entry (Labs)
- Order Entry (Imaging)
- Order Entry (Referrals)
- CPT Reviewer
- Billing Assistant
- Agentic Note Generation
- Agentic EHR Execution
Enable for All Organization Members
When enabled, automatically grants premium agent access to all organization members without individual configuration.
Can Select Model
Controls whether users can choose between AI models (Haiku, Sonnet):
- Enabled: Users can select their preferred model
- Disabled: Locked to Haiku 3.5 for cost control
Enable All Agents (*)
A convenience toggle that grants access to all current and future agents:
- Enabled: Wildcard () access to all agents
- Disabled*: Manage individual agents manually
Individual Agent Access
When "Enable All Agents" is disabled, you can configure access to specific agents:
Column | Description |
Agent | Agent name and description |
Requirements | Badges showing: Premium, Org, EHR, or Free |
Enabled | Toggle to enable/disable this specific agent |
Agent Requirements
Different agents have different requirements:
Badge | Meaning |
Premium | Requires premium access to be enabled |
Org | Requires organization membership |
EHR | Requires EHR integration |
Free | Available to all users |
Making Changes
Editing Settings
Click Edit settings in the top right
Make your desired changes
Click Save changes to apply
Or click Cancel to discard changes
Changes Take Effect Immediately
Once saved, configuration changes apply immediately:
- Members gain or lose access to agents instantly
- No need to notify members or wait for sync
Best Practices
Start Conservative
Begin with minimal agent access
Enable specific agents as needed
Monitor usage before expanding
Cost Control
Disable "Can Select Model" to lock to Haiku 3.5
Only enable premium agents if needed
Review agent usage periodically
Security Considerations
Only enable EHR-connected agents if you have active EHR integration
Review which agents have access to patient context
Audit agent access when members leave
Common Questions
Why don't I see the Phin tab?
The Phin tab only appears for organization admins when Phin features are enabled for your organization. Contact support if you expected to see it.
Can members change their own agent access?
No, only organization admins can configure Phin agent access. Members use whatever agents are enabled by their admin.
What happens if I disable an agent someone is using?
The agent becomes unavailable immediately. Any in-progress interactions may be interrupted.
How do I know which agents my members are using?
Currently, agent usage analytics are available through support. Contact us for detailed usage reports.
Troubleshooting
Settings Won't Save
Verify you have admin permissions
Check your internet connection
Try refreshing the page
Contact support if the issue persists
Agents Not Appearing for Members
Verify the master switch is enabled
Check individual agent toggles
Ensure member has required access (Premium, EHR, etc.)
Have member sign out and back in
Error Messages
If you see "Failed to update Phin access":
1. Check your internet connection
2. Try again after a few moments
3. Contact support with the error details
Related Articles
Need Help?
For Phin configuration assistance, contact [email protected].