Team Members
Adding a Team Member (aka Creating a New User)
Navigate to Settings > Company Account > Team Members
Click Add (+)
Fill out all the required information
Save
ℹ️ Note: The newly added user will receive an email to set their password, so be sure to use a valid email address.
Team Member Role Permissions
⚠️ Warning: Only users with Owner permissions can create, edit, and/or delete users.
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 user 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 “Unable to add team member” while having Owner permissions, it’s 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 don’t 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 Is Already in Use
Each email address in AIQ must be unique. If the email is already associated with another AIQ account, it cannot be reused.
How to resolve:
Use an email alias to create a unique login:
Example:
[email protected]
Ensure the aliased email is not already in use
Add the user using the aliased email address
Important:
The user must log in using the full aliased email
All system emails (invites, password setup) will still be delivered to the primary inbox
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.