My team
Overview
Manage who can access your Ada dashboard and what they can do. You can invite team members, assign permission levels, and remove access when needed.
If your organization has multiple Ada instances, you must add users separately to each one. Access to one doesn’t allow users to log into another or access its data.
Use cases
Team management helps you maintain secure, appropriate access to your Ada dashboard.
- Onboard new team members: Invite colleagues who need to configure or monitor your AI Agent.
- Enforce least-privilege access: Assign Read Only access to stakeholders who need visibility without editing capabilities.
- Separate content editing from administration: Give content managers Agent access while reserving Admin access for technical administrators.
- Offboard departing employees: Remove access promptly when team members leave or change roles.
Capabilities & configuration
Control access to your Ada dashboard by assigning roles to team members.
User permissions
Assign different permission levels based on the type of access team members need. The available roles are Owner, Admin, Agent, and Read Only:
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Owner: Complete administrative access.
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Admin: Complete administrative access except for editing Owner team members.
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Agent: Permissions to edit content in Ada only.
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Read Only: Access to view, but not edit, content in Ada.
For a detailed breakdown of permissions by role, see User permissions reference.
Quick start
Add a team member to your Ada dashboard in a few steps.
For detailed instructions on managing team members, see Implementation & usage.
Implementation & usage
Add, remove, or reassign team members from the Team page in the Ada dashboard.
Add a user
Invite team members to give them access to the Ada dashboard.
To add a user:
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On the Ada dashboard, click your initial, then choose Team.
The Team page opens.
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Under Invite member, enter your team member’s name and email address.
You must enter a business email address. Domains like
gmail.comoroutlook.comare not accepted. -
In the Role dropdown, select a permission level for the user.
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Click Send Invitation.
Your team member receives an automated invitation email. The email includes a signup link that expires after 24 hours. After 24 hours, they can set their password using the “Forgot Your Password?” link on the Ada login page.
The new user appears in your list of team members.
Delete a user
Remove a team member’s access to the Ada dashboard.
To delete a user:
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On the Ada dashboard, click your initial, then choose Team.
The Team page opens.
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In the list of users, click the Remove user icon
. -
In the confirmation message, click OK.
The user’s name is removed from your list of team members.
Change a user’s role
Reassign a team member to a different permission level. Because you cannot edit an existing user’s role directly, you must remove and re-invite them.
Removing a user only revokes their dashboard access—it does not delete any of the changes they have already made, although you will lose a record of who made the change.
To change a user’s role:
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On the Ada dashboard, click your initial, then choose Team.
The Team page opens.
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Click the Remove user icon
beside the person’s name and confirm. -
Under Invite member, enter the same name and business email, choose the new role from the Role dropdown, and click Send invitation.
The invitation link expires after 24 hours.
User permissions reference
Review the full permissions matrix for each role.
Related features
Explore additional access and account options.
