AI Email (AIE) Administrators can manage AIE users (team members) and grant access to AI email agent accounts.
Add a team member in AIE
To add an AIE team member:
As an Administrator, go to Settings > Manage team. The Manage team panel opens, showing a list of current users.
Select Add teammate. The Invite a teammate popup opens.
Enter the details about the team member.
Select Send invite.
Your new team member will receive an email invitation to create a AIE account and join the team.
Deactivate or reactivate a team member
You can deactivate (archive) team members and remove their access to a AIE account.
If the user has access to several different accounts, such as if they have access to several AI email agents, you must individually archive them in each account.
To deactivate (archive) a AIE team member:
As an Administrator, go to Settings > Manage team. The Manage team panel opens, showing a list of current users.
At the right of the user’s row, select More (3 dots) > Archive.
The team member account becomes archived and the Status column updates.
If you wish to reactivate access for a team member, repeat steps 1-2 above and select Make member.