My team

Add a user

  1. On the Ada dashboard, click your name, then click My team. The Team page opens.

  2. Under Invite member, enter your team member’s name and email address.

    You must enter a business email address. Domains like gmail.com or outlook.com are not accepted.

  3. In the Role dropdown list, select a permission level for the user.

  4. Click Send Invitation. Your team member will receive an automated invitation email. The email includes a signup link that expires after 24 hours. After 24 hours, they can set their password using the “Forgot Your Password?” link on the Ada login page.

    The new user appears in your list of team members.

If your organization has multiple Ada instances, you must add users separately to each one. Access to one doesn’t allow users to log into another or access its data.

Delete a user

  1. On the Ada dashboard, click your name, then click My team. The Team page opens.

  2. In the list of users, click the Remove user icon . In the confirmation message that appears, click OK. The user’s name is removed from your list of team members.

Understand user permissions

Users in the Ada dashboard can have different permissions levels according to the type of access they need within the dashboard. The different roles that a user can have are Owner, Admin, Agent, and Read Only:

  • Owners have complete administrative access.

  • Admins have complete administrative access except for editing Owner team members.

  • Agents only have permissions to edit content in Ada.

  • Read Only access provides access to view, but not edit, content in Ada.

ActionOwnerAdminAgentRead Only

Insights

Analytics

Topics

Conversations

Guidance

Edit Guidance

View Guidance

Content

Connect a knowledge base

Enable or disable Knowledge articles

View Knowledge articles

Edit Actions

View Actions

Edit structured content

View structured content

Customization

Edit Persona details

Edit web chat branding

View web chat branding

Edit multilingual settings

View multilingual settings

Edit integrations

View integrations

Manage variables

Settings

Edit privacy settings

Edit approved domains

View approved domains

Configure single sign-on (SSO)

Add/remove team members

Can edit all other team members

Can edit all team members except Owners

View team members