> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.ada.cx/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.ada.cx/_mcp/server. # 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. > **Note** > > 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. * **Manage a large team**: Sort and search the member list to find a person quickly. ## 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*: * **Owner**: Complete administrative access. * **Admin**: Complete administrative access except for editing Owner team members. * **Agent**: Permissions to edit content in Ada only. * **Read Only**: Access to view, but not edit, content in Ada. For a detailed breakdown of permissions by role, see [User permissions reference](#user-permissions). ## Quick start Add a team member to your Ada dashboard in a few steps. On the Ada dashboard, click your initial, then choose **Team**. Under **Invite member**, enter the team member's name and business email address. In the **Role** dropdown, select a permission level. Click **Send Invitation**. For detailed instructions on managing team members, see [Implementation & usage](#implementation--usage). ## Implementation & usage Add, remove, or reassign team members from the **Team** page in the Ada dashboard. ### Find a team member\[#find-team-member] Sort and search the member list to find a person on a large team. The list shows team members in alphabetical order by name. Click the **Member** column heading to reverse the order. The arrow in the heading shows the current direction. To search, enter text in the search box above the list. The search matches any part of a name or an email address. The search ignores capitalization. Clear the search box to show the full list again. If no team member matches your search, the page shows "No members found". ### Add a user\[#UUID-f7c6ef60-3fa7-dd78-e467-7294ee6551ba\_id\_360018428774\_id\_adding-users] Invite team members to give them access to the Ada dashboard. **To add a user:** 1. On the Ada dashboard, click your initial, then choose **Team**. The **Team** page opens. 2. Under **Invite member**, enter your team member's name and email address. > **Note** > > You must enter a business email address. Domains like `gmail.com` or `outlook.com` are not accepted. 3. In the **Role** dropdown, select a permission level for the user. ![](/_fern-img/62992aea29ea17a3ddc226a3b89fb8e03e4c2dd4509280ec51c170a54b41983f.webp) 4. 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\[#delete-user] Remove a team member's access to the Ada dashboard. **To delete a user:** 1. On the Ada dashboard, click your initial, then choose **Team**. The **Team** page opens. 2. In the list of users, click the **Remove user** icon ![](/_fern-img/716e534196b9f359a62fa50d2785f097faf8ad81c1287e997e4d866eec0aaa69.webp). 3. In the confirmation message, click **OK**. The user's name is removed from your list of team members. ### Change a user's role\[#change-user-role] Reassign a team member to a different permission level directly from the **Team** page. Each team member you have permission to edit shows a dropdown in the **Role** column. **To change a user's role:** 1. On the Ada dashboard, click your initial, then choose **Team**. The **Team** page opens. 2. In the **Role** column, open the dropdown beside the team member's name and select a new permission level. The change saves immediately, and a confirmation message appears. If the update fails, the role reverts to its previous value. The team member whose role changed receives an email confirming the update, including who made the change and their previous and new roles. > **Note** > > You cannot change your own role, and Admins cannot change the role of an Owner. When you cannot edit a member's role, it appears as text instead of a dropdown. For the full breakdown, see the [User permissions reference](#user-permissions). ## User permissions reference\[#user-permissions] Review the full permissions matrix for each role.
Action Owner Admin Agent Read Only
**Insights**
Analytics ✔ ✔ ✔ ✔
Topics ✔ ✔ ✔ ✔
Conversations ✔ ✔ ✔ ✔
**Training**
Edit Coaching ✔ ✔ ✔ ✘
View Coaching ✔ ✔ ✔ ✔
Edit Custom Instructions ✔ ✔ ✔ ✘
View Custom Instructions ✔ ✔ ✔ ✔
**Content**
Edit Knowledge ✔ ✔ ✔ ✘
View Knowledge ✔ ✔ ✔ ✔
Edit Actions ✔ ✔ ✔ ✘
View Actions ✔ ✔ ✔ ✔
Edit Processes and Playbooks ✔ ✔ ✔ ✘
View Processes and Playbooks ✔ ✔ ✔ ✔
**Customization**
Edit Persona details ✔ ✔ ✔ ✘
Edit Chat branding ✔ ✔ ✔ ✘
View Chat branding ✔ ✔ ✔ ✔
Edit Languages ✔ ✔ ✔ ✘
View Languages ✔ ✔ ✔ ✔
Edit integrations\ *Includes channel configuration (email, voice), webhook settings, and platform connections* ✔ ✔ ✘ ✘
View integrations ✔ ✔ ✘ ✘
Manage variables ✔ ✔ ✔ ✘
**Settings**
Edit Redactions ✔ ✔ ✘ ✘
Edit approved domains ✔ ✔ ✘ ✘
View approved domains ✔ ✔ ✘ ✘
Create/manage API keys ✔ ✔ ✘ ✘
Add/remove team members Can edit all other team members Can edit all team members except Owners ✘ ✘
View team members ✔ ✔ ✔ ✔
## Related features Explore additional access and account options. * [Profile](/docs/other/team-access/profile): Manage your personal account settings and preferences. * [SSO](/docs/other/team-access/sso): Configure single sign-on for your organization. * [API keys](/reference/introduction/authentication): Generate keys for API access. * [Reports](/docs/optimization/performance/reports/performance-reports): View AI Agent performance data. --- Have any questions? Contact your Ada team, or email us at [](mailto:help@ada.cx?subject=Help%20Docs%20inquiry).