User Management¶
The Users screen allows organization owners and admins to manage who has access to CrafterQ, define their roles, and control permissions. From here, you can add new users, edit existing ones, and view all team members associated with your organization.
Note
This section is pertinent only for account owners and administrators.
Overview¶
The Users screen is divided into two main areas:
User List – Displays all current members of your organization.
Create User – A button and dialog box for inviting new team members.
This page ensures that the right people have the appropriate access level to build, manage, and deploy AI agents within your CrafterQ workspace.
1. User List¶
The user list displays all team members currently in your organization.
Column | Description |
|---|---|
Name | The full name of the user. |
The email address associated with their CrafterQ account. | |
Role | The user’s assigned role, which determines their level of access. |
Each row represents one member. Depending on your role (Admin or Owner), you may be able to edit or remove users from this list.
2. User Roles and Permissions¶
Roles define what actions a user can perform within the organization. There are three available roles in CrafterQ:
Role | Permissions |
|---|---|
Member | Can view and interact with agents but cannot modify organizational settings or manage users. Suitable for contributors, testers, or support staff. |
Admin | Can create, edit, and manage agents and sources, as well as view usage, analytics, and chat logs. Can also invite and remove Members, but cannot delete Owners. |
Owner | Has full control over the organization. Can manage billing, integrations, and all settings, including adding or removing Admins. There can be one or multiple Owners depending on your organization’s setup. |
Pro Tip
Assign the Owner role only to trusted team leads or executives who need full administrative access. Most users should be Admins or Members to maintain proper governance.
3. Creating a New User¶
To add a new team member:
Click the Create User button at the top of the page.
In the Create User dialog box, fill in the following fields:
Field
Description
Name
Enter the full name of the user. This will appear in the user list.
Email
The user’s email address. An invitation or account link will be sent here.
Role
Choose the appropriate role from the dropdown: Member, Admin, or Owner.
Click Save or Invite User to complete the process.
The new user will be added to your organization and will receive an email invitation to join CrafterQ (depending on your plan configuration).
4. Editing or Removing a User¶
If you have Admin or Owner privileges, you can:
Edit a user’s role or details by clicking their entry in the list.
Remove a user from your organization if they no longer require access.
Removing a user immediately revokes their access to all agents, sources, and dashboards associated with the organization.
Note
Only an Owner can remove another Owner or change ownership roles.
5. Role Management Best Practices¶
Keep at least one Owner account active at all times.
Assign Admin roles to technical or content team members who manage agents.
Limit Member roles to read-only users, such as content reviewers or support staff.
Review user roles periodically, especially when team structures change.
User Management Summary¶
The Users Screen provides centralized control over your organization’s access and permissions in CrafterQ. By managing users and roles carefully, you ensure your AI agents and data remain secure while enabling the right people to collaborate effectively.