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
- 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 Manage Team 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 Manage Team 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 Manage Team 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 Manage Team, 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
What this gives access to:
- Manage Brand
- Plan & Billing
- Connected Apps
- API Keys
User management
What this gives access to:
- Manage Team
AI assistant configuration
What this gives access to:
- Conversation Settings — Core Behavior, Live Transfers, Scenarios, Actions
- Channels — Chatbot, Email, Text, Phone
- Notifications
- Analysis Settings
- Manage Assistants(including Bulk Edit)
- Assistant Contact Info dropdown
This capability does not include Knowledge. Knowledge has its own capability—see Knowledge Base below.
Knowledge Base
What this gives access to:
- Knowledge
Inbox and contacts
What this gives access to:
- Inbox
- Contacts
- Contact list view on the Dashboard
Reporting
What this gives access to:
- Dashboard report components
- Reports
Campaigns
What this gives access to:
- Campaign Manager
VoIP configuration
What this gives access to:
- Phone Numbers
- Devices
This capability appears in the Edit User window only if your account has the VoIP product. If you do not see it, your organization is not on VoIP with Replify.
VoIP call history
What this gives access to:
- Call History
Like VoIP configuration, this capability is shown only when your account has the VoIP product.
Viewing disabled users
The user table opens on active users by default. To see users who have been disabled on your account, click the Disabled tab above the table. You can review their details there the same way you do for active users.
Plan limits
Only workspaces on the Plus plan can have multiple users. Free and Basic tiers are limited to a single user.
If you need to collaborate with others, make sure your account is on the appropriate plan or contact sales@replify.ai to upgrade your plan.
Login restrictions
If a user has already signed in using Google, they cannot log in with that same email using a password. They must continue using Google login for that account.