Managing Your Team
Invite team members, assign roles, and control who can access and manage your AI Employees.
Team Management Overview
ianai supports multi-user access so your entire team can work with AI Employees. Team management lets you control who can create, edit, and interact with employees, and who can see activity data.
Inviting Team Members
- Go to Settings and select the Team section.
- Click "Invite Member."
- Enter the team member's email address.
- Select a role (Admin, Manager, or Viewer).
- Click "Send Invitation."
The invited person receives an email with a link to join your workspace. If they do not have an ianai account, they can create one during the acceptance process.
Roles and Permissions
Admin
Full access to everything. Admins can create and delete AI Employees, manage integrations, modify company settings, and invite or remove team members. The account creator is automatically the first Admin.
Manager
Can create and configure AI Employees, set up routines, and manage knowledge bases. Managers cannot modify company settings, manage integrations, or invite other users.
Viewer
Read-only access. Viewers can interact with AI Employees through the built-in chat and view activity logs, but they cannot change configurations or create new employees. This role is ideal for team members who use AI Employees as tools without needing to manage them.
Assigning Employees to Team Members
You can assign specific AI Employees to team members. Assignment controls visibility — a team member only sees the employees assigned to them on their dashboard. This is useful for larger teams where different departments have their own AI Employees.
Admins always see all employees. Assignments affect Managers and Viewers only.
Activity Visibility
Activity logs show who initiated each interaction. When multiple team members interact with the same AI Employee, the activity log distinguishes between users. This helps with:
- Auditing — Track who asked the AI Employee to perform actions.
- Training — See how team members are using the AI Employees and identify coaching opportunities.
- Troubleshooting — Identify which user interaction triggered an issue.
Removing Team Members
Admins can remove team members from the Team settings page. Removing a member revokes their access immediately. Their past activity remains in the logs for audit purposes.