š This article covers Team Members in the AIQ Loyalty & Marketing platform (Settings ā Company Account ā Team Members in your AIQ platform dashboard). For staff management in AIQ Ecommerce, see Manage Staff.
Team Members
Adding a Team Member (aka Creating a New Staff Member)
Navigate to Settings > Company Account > Team Members
Click Add (+)
Fill out all the required information
Save
ā¹ļø Note: The newly added team member will receive an email to set their password, so be sure to use a valid email address.
Team Member Role Permissions
ā ļø Warning: Only staff members with Owner permissions can create, edit, and/or delete team members.
See the Role Permissions reference grid below for a list of roles and what they have access to in the platform:
There are also some overrides to the default Role Permissions cited in Members Settings.
How to Disable a Team Member
Navigate to Settings > Company Account > Team Members
Click on the row with the member you'd like to disable
Click on the more menu (...) in the top right corner of the slideout
Click "Disable Member"
If the team member is already disabled, you will have the option to enable them instead.
To confirm that a team member has been disabled, click on their row again. If they have been disabled, there will be a red alert saying "This member is disabled."
How to Download a CSV of the Team Members
Navigate to Settings > Company Account > Team Members
Click on the more menu (...) in the top right corner
Click on "Download CSV"
Other Team Settings
To access other settings for team members, check out Members Settings.
Troubleshooting: Unable to Add Team Member in AIQ
If you encounter the error āUnable to add team memberā while having Owner permissions, itās typically caused by one of the following issues:
1. User Already Exists in Your Organization
The user may already have access to your account, even if they donāt appear in your Team Members list.
Why this happens:
They are managed at an agency or parent account level
They already have access through your organizational hierarchy
How to resolve:
Review your organization or parent account structure
Check with an admin at the parent-account level
Confirm whether the user already has access (no action may be needed)
2. Email Address Already Has Access to Multiple Accounts
With Universal Login, a single email address can now be connected to as many AIQ accounts as needed. You no longer need to create alias emails for team members who manage multiple accounts.
How to resolve:
Simply add the team member's primary email address to their Team Member Profile and save. They will be able to switch between their connected AIQ accounts by clicking on the Account Icon in the top left of the Dashboard and selecting their desired account from the drop down.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ platform dashboard.