As Administrator: Invite Your Users

As an administrator, you set up access for your team. Here you’ll learn step by step how to send invitations and manage your users.

Accessing User Management

1. Click on your name at the bottom left
2. Select Admin Settings
3. Navigate to the Users section

You’ll now see an overview of all current users and pending invitations.

Sending Invitations

Invite a Single Person

1. Click on Invite user
2. Select Invite one user
3. Enter your colleague’s email address
4. Select a role:

Role	Permissions
User	Can chat, use skills, and create their own
Administrator	Additionally: Manage users, change settings, configure models

5. Click Send invitation

The invited person will receive an email with a registration link.

Invite Multiple Users at Once

If you want to invite many people at once:

1. Click Invite user
2. Select Invite multiple users
3. Download the CSV template
4. Fill in the template with email addresses and desired roles – do not modify the columns of the template
5. Upload the completed CSV file
6. Review the preview – incorrect entries will be marked
7. Click Send invitations

If there are errors (e.g., duplicate email addresses or invalid formats), you’ll receive a detailed error message for each affected row.

Managing Invitations

View Pending Invitations

In the Invitations section, you’ll see all invitations that haven’t been accepted yet.

Revoke an Invitation

If you want to cancel an invitation:

1. Find the invitation in the list
2. Click Delete
3. The invitation link becomes invalid immediately

Resend an Invitation

If an invitation has expired (after 7 days) or wasn’t received:

1. Delete the existing invitation
2. Create a new invitation for the same email address

Managing Users

User Overview

Under Admin Settings → Users, you’ll see for each user:

• Name and email address
• Assigned role
• Status (active/inactive)
• Join date

Change a User’s Role

1. Click on the user in the list
2. Change the role via the dropdown menu
3. Confirm the change

Note

If you promote someone to administrator, that person will have full access to all settings and user data for your organization.

Send Password Reset

If a user has forgotten their password, you can trigger a password reset:

1. Click on the user in the list
2. Select Send password reset
3. The user will receive an email with a link to reset their password

Remove a User

If someone leaves your organization or no longer needs access:

1. Click on the user in the list
2. Select Remove
3. Confirm the action

Access will be blocked immediately.

Next Steps

• Inform your invited colleagues about what to expect: As User: The Invitation Email
• Set up teams to organize collaboration: Manage Teams