The Users screen lists administrators, employees and pending invitations, with each person’s profile, access data, last access and status.
Invite people
- In Users, click Invite users.
- Type the emails, separated by commas or one per line.
- Choose the role: Employee (only connects the AI) or Administrator (sets everything up).
- Click Send invitation.
Each person gets an email with a link to sign in. The invitation is valid for 7 days. Until it’s accepted, it shows as Pending invitation and can be canceled.
- Pending invitations count toward your plan’s user limit.
- If the company set an allowed email domain in Settings, only emails from that domain can be invited.
Import from a CSV
In Import CSV, upload a spreadsheet with one person per row and the email in any column (for example, name, email, profile). The emails found are added to the invitation so you can review them before sending.
Roles
- Administrator: sees and changes the whole configuration (data sources, profiles, people, audit, plan).
- Employee: only accesses the Connect your AI screen and queries, through the AI, what their profile allows.
To change the role, use the person’s actions menu: Make administrator or Make employee.
Assign a profile
In the Access profile column, choose each employee’s profile. The change applies to their next question. No profile (sees no data) means the person can’t query anything.
Access data
Access data are each person’s values used in row rules, such as regiao: Sul or carteira: C-1021, C-1044.
- In the Access data column, click Add (or an existing value).
- Enter the data name, exactly as it appears in the rule (e.g.
regiao), and the values, separated by commas. - Save.
If the person is missing a value the profile uses, the rule closes access: they don’t see any rows from that table, and the AI tells them the value is missing.
Deactivate access
In the person’s actions menu, choose Deactivate access. The person leaves the organization immediately and their AI assistant can no longer query the data. To bring them back, you need to send a new invitation.