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Platform / Scope Access / How-To

Scoped Access Walkthrough

Create team- and project-scoped configurations that give different audiences exactly the access they need.

Scoped Access
Teams
Projects
Data Isolation

Overview

Why scoped configurations?

Different teams need different data. A frontend team doesn't need the same Jira projects or GitHub repositories as the security team. Giving everyone the same organization-wide access creates noise, reduces relevance, and can expose sensitive data to the wrong audience. Scoped configurations solve this — each team, project, or user gets a configuration tuned exactly to their context.

Organization

Available to everyone in your organization. Set by admins.

Company-wide GitHub access, shared Jira connection

Teams

Available to all members of a specific team. Inherits org-level configs.

Engineering team Slack channels, design team Figma access

Projects

Activated when a team member opens that project directory in their IDE.

Mobile app Jira board, backend repo read-only access

Users

Private to a single user. Only they can see and use it.

Personal GitHub token, private Notion workspace

Configurations cascade — a team member inherits the organization config, then their team config, then a project config if one is active. The most specific level takes precedence.

Part 1

Create a Team-Scoped Configuration

A team-scoped configuration is available to all members of a team. Members get it automatically when they connect their tools — no individual setup required.

1
Open Capabilities → Configurations
In the Telara dashboard, open Agents → Capabilities in the left sidebar. The Configurations tab opens by default; click New Configuration.
2
Set the scope to Team
In the Scope field, select Team. A multi-select dropdown appears listing your organization's teams.
3
Select your team(s)
Choose one or more teams from the list. All current and future members of the selected teams will have access to this configuration. You can update this list at any time.
4
Add connections and permissions
Attach the integrations relevant to this team — for example, only the repositories and Jira projects the team owns. Attach a permission policy appropriate for the team's use case.
5
Save
Click Save. The configuration is immediately available to team members when they next connect their tools.
Scope selector on configuration showing team multi-select
Part 2

Per-Directory CLI Override

Activate a project-specific configuration in a directory so your agent tools switch context automatically when you open that project.

Once a project-scoped configuration exists in Telara, any team member can activate it in their local project directory using the CLI. From then on, opening that directory in their IDE automatically loads the project configuration instead of their default.

Set a project configuration
# Navigate into your project directory
cd ~/projects/frontend
 
# Activate the project configuration
telara config project "Frontend Dev"
 
Config: Frontend Dev
Tools: claude-code, cursor
 
Restart your tools to connect.
How it works

The CLI writes a configuration reference into a file in that directory. When Claude Code, Cursor, or another tool opens the directory, it reads this file and connects to the project-specific configuration instead of the global one.

Screenshot
CLI output showing 'telara config project' activating the config for the current directory
Part 3

Data Isolation with Filters

Narrow each connection to only the data your team needs. Filters are per-integration and can be as broad or specific as you like.

When you add a connection to a scoped configuration, you can filter what that integration exposes. Agents using the configuration will only see and be able to act on the filtered data — even if the underlying integration has access to much more.

GitHub
Filter by: Repositories
Only the frontend repo
Jira
Filter by: Projects
Only the FRONTEND project
Slack
Filter by: Channels
Only #frontend and #design
Data isolation is enforced server-side

Filters are not a client-side hint — they are enforced by Telara on every search and action. An agent cannot access filtered-out data even if it tries to reference it directly.

Data filter configuration showing per-integration scope settings

What's Next

Continue setting up