AI Email (AIE) Administrators can manage AIE users (team members) and grant access to AI email agent accounts.
Important
If your organization uses the 6sense ABM platform, add and manage AIE users in the User Management settings. For instructions, see User Management: How to Add a User.
If you use AIE as a standalone product without the 6sense ABM platform, use the instructions in this article to add and manage users.
Sales reps are managed separately in AIE. Adding a sales rep does not grant platform access. Sales reps do not consume an ABM user license unless they are also added as platform users. For instructions, see Add and Manage Sales Reps for AI Email.
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.