Team Management

Administrators and project owners can add new team members, assign roles, and manage access levels to ensure the right users have the right permissions. AiPrise allows you to scale your team securely while maintaining full control over what each member can see and do in the Dashboard.

Invite New Team Members

To invite a new team member:

• Open the Dashboard and navigate to Team.
• Click Add New Member.
• Enter the team member’s first name, last name, and email address.
• Select the role you want to assign. Each role defines the permissions and modules the team member can access.
• Click Add Team Member to send the invitation.
• Once the invitation is accepted and the account is set up, the team member can log in and access the Dashboard based on their assigned role.

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AiPrise is an invite-only platform. Team members can only join using the invitation link sent by your organization.

Manage Team Member Accounts

From the Team page, you can perform various actions for each user:

• Edit Role: Update the user’s assigned role to adjust their access permissions.
• Resend Invitation: Send the invite email again if the user did not receive or complete their onboarding.
• Reset MFA: Reset the multi-factor authentication setup for a team member who is locked out.
• Delete User: Remove a team member’s access permanently.

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Managing team accounts requires Admin or Organization Owner permissions.

Monitor Team Activity

AiPrise provides tools to help administrators maintain oversight of team operations.

Active Sessions: View the login status and recent activity for team members, including:

• Last login time
• Login age
• Login validity

Inactive logins automatically expire based on security policies.