Manage Team - AI Assistant

Overview

You can manage the users on your account from the Manage Team page. From here, you’ll see a list of users on your account, along with their email addresses, permission level, and status. Active users appear on the main table; disabled users are listed on a separate tab (see Viewing disabled users). Each user will show:

Name
Email
Permissions (Admin or Limited Access, plus capability levels for limited access users)
Status (active or disabled)

Navigating to the Manage Team page

To access the page, click on your profile bubble in the top right corner of the screen. From the dropdown menu, select Manage Team.

Adding a user

To invite someone to your workspace:

Click Invite User in the top right corner of the page
Enter their name and email address
Send the invite

The invited user will receive an email prompting them to set up their account. Each email address can only be tied to one Replify account in our system. If you try to add someone whose email is already in use on another account, an error will be displayed. Use a different email address to add them to this account.

If the user doesn’t accept the invite within 7 days, the link will expire. You can resend the invite at any time by going to the page and clicking on the Resend invite icon under Actions for that User.

Editing a user

Click the pencil icon next to a user to open the edit window. From there you can:

Update their name
Change their status (active or disabled)
Set their access type and capabilities (see User permissions and access)

You cannot change a user’s email address after they have been added to your account. If someone needs to use a different address, add them as a new user with the correct email (and disable the old user if they should no longer have access).

User permissions and access

Previously, every user on an account was an Admin with access to everything. You can now assign Limited Access and choose what each person can see and change.

Admin vs Limited Access

Access type	What it means
Admin	Full access to all features and settings on the account—the same broad access every user had before custom permissions existed.
Limited Access	Access only to the areas you enable below. For each area (called a capability), you choose None, Read, or Edit.

Your account must always have at least one Admin. You cannot remove Admin access from the last remaining Admin on the account.

How to set permissions

Open Edit User

On , click the pencil icon for the user you want to update.

Choose an access type

Under Access Type, select Admin or Limited Access.

Admin — No further setup; the user can access everything.
Limited Access — The Capabilities list appears so you can set each area individually.

Set capability levels

For each capability, choose None, Read, or Edit using the toggle on that row. Capabilities you do not need can stay at None.

Save

Click Save Changes. The user’s access updates immediately.

None, Read, and Edit

These three levels apply to each capability on a Limited Access user:

Level	What the user can do
None	No access to that area—they will not see or use those parts of the app.
Read	Can view information in that area but cannot create, change, or delete settings or records.
Edit	Can view and make changes in that area (create, update, and delete where the product allows it).

Capability names in the Edit User window match the accordion titles below. Each accordion explains what that capability unlocks in the app, using the same menu names you see in the portal.

What each capability controls

The names below match the Edit User dialog exactly. Expand a capability to see which parts of the app it covers.

Org configuration