Community Managers and Organization Admins can create new users and update existing users in AI Portal.

Managing Users in AI Portal

Add a new user in AI Portal:

1. Go to the Users Page – Navigate to Users from the left sidebar.

2. Click "Invite" – Select the Invite button in the top right corner.

3. Enter Email(s) – Add the new user’s email in the Emails box.

   • To invite multiple users, separate email addresses with commas.

4. Assign Permissions – Select the Organization, Roles, Communities, and Community Groups (optional) for the user.

   • These settings apply to all emails entered.

   • For details on User Roles, see "AI Portal User Permissions".

5. Send Invitation – Click Send to email an invitation to the new user(s).

Note: Once added, a user’s email cannot be changed. To update an email, you must create a new account with the correct address.

Editing a User

To update an existing user’s role, assigned communities, or other details:

1. Go to the Users Page – Navigate to Users from the left sidebar.

2. Search for the User – Use the search bar to find the user by name, email, or phone number.

3. Select the User – Click on the user to open the side panel.

4. Make Updates – Adjust the user’s details as needed. *Note: emails cannot be edited once a user has been created. Instead your org admin will need to add a new user with the updated email and then delete the user profile.

5. Save Changes – Click Save at the bottom of the panel.

Note: Updates take effect immediately, but you may need to refresh the page to see the changes.

Additional Actions

You can reset passwords, resend invites, or delete accounts using these steps:

1. Go to the Users Page – Navigate to Users from the left sidebar.

2. Search for the User – Use the search bar to find them by name, email, or phone number.

3. Select the User – Click on the user to open the side panel.

4. Click "More" – At the bottom left of the panel, select More to access the following options:
   

   • Send Invite – Resends an invitation email.

   • Send Password Reset Email – Sends a password reset link.

   • Copy Invite – Copies an invite link to your clipboard.

   • Delete – Removes the user’s account (they must be re-invited if needed).

A confirmation message will appear at the top of the page when an action is successfully completed.