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 table in-app for a list of Roles and what parts of the platform those roles have access to.
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.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.