My team

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.

   You must enter a business email address. Domains like gmail.com or outlook.com are not accepted.

3. In the Role dropdown list, select a permission level for the user.

   

4. Click Send Invitation. Your team member will receive 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

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 . In the confirmation message that appears, click OK. The user’s name is removed from your list of team members.

Change a user’s role

You can’t edit a user’s role once their profile exists.
Instead, delete the profile, then invite the user again with the desired role.

1. Go to My team

Click your initial, then choose Team.

2. Remove the user

On the Team page, click the trash-can icon beside the person’s name and confirm.

3. Re-invite the user with the new role

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, just like any new user invite.

Understand user permissions

Users in the Ada dashboard can have different permissions levels according to the type of access they need within the dashboard. The different roles that a user can have are Owner, Admin, Agent, and Read Only:

• Owners have complete administrative access.

• Admins have complete administrative access except for editing Owner team members.

• Agents only have permissions to edit content in Ada.

• Read Only access provides access to view, but not edit, content in Ada.