User Management¶
User management is available to organization administrators only. Access it via the Admin panel in the navigation.
Inviting users¶
- Go to Admin → Users.
- Click Invite User.
- Enter the user's email address.
- Select a role: Admin or Basic.
- Send the invitation — the user receives an email with a link to set their password.
Roles¶
| Role | Capabilities |
|---|---|
| Admin | Full access — manage users, upload documents, configure connectors, personas, and document sets |
| Basic | Chat and document search only — cannot manage users or upload documents |
Removing users¶
Go to Admin → Users, find the user, and click Remove. Their account is deactivated immediately.
Personas and document sets¶
Admins can configure Personas — custom AI assistant configurations with a specific system prompt and a scoped document set. Create and edit personas in Admin → Personas.
This is useful for creating role-specific assistants (e.g., a maintenance-focused persona vs. a safety-focused one) or for restricting what documents a certain team can query.