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The Users tab of the admin area is where you manage who can sign in to your company’s AI Insurance instance and which role each person holds. Open it by selecting your company name at the bottom of the left sidebar, then the Users tab. What a role lets someone do — and how to create your own roles — is covered on Roles & permissions.
Any role that can view members sees this tab — every standard role except Client Member. Inviting users, changing roles, and removing users need the Members permissions, which of the standard roles only Admin holds. Other roles see the list but not the actions.
The admin Users tab showing a table of users with Name, Email, Role, and Actions columns, an inline role dropdown per row, resend-invite and remove icons, and an Add New User button at the top right.

The Users tab: every member of your company, with an inline role editor and per-row actions.

The table lists every user in your company with their Name, Email, Role, and per-row Actions (resend invite, remove). Your own row is special: you can’t change your own role or remove yourself, so the role editor is disabled and the action icons don’t appear on it.

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Invite a user

1

Select Add New User

The Add New User button sits at the top right of the Users card.
2

Fill in the dialog

Pick a Role (the dropdown shows each role’s name and description), then enter the user’s Name and Email. The Send email notification to the added user checkbox is checked by default — leave it on to send the invite email.
3

Select Add User

The user is added to your company with the chosen role. If you left the notification on, they receive an “Account Added To <your company>” email telling them which role they were given and where to sign in.
The Add New User dialog with a Role dropdown, Name and Email text fields, a checked 'Send email notification to the added user' checkbox, and Add User / Cancel buttons.

The Add New User dialog: role first, then name and email.

A few things to know about invites:
  • The email address is the identity. The new user signs in with the email you invited — see Signing in.
  • Duplicates are rejected. If someone with that email is already a member of your company, you’ll get an error instead of a second account. To change an existing member’s access, change their role instead.
  • Re-adding works. A user you previously removed — or a user who belongs to a different company on the platform — can be invited again with the same email. They keep their existing sign-in and get access to your company with the role you chose.
  • A failed email isn’t a failed invite. If the invite email couldn’t be sent, the user is still added — you’ll see a warning instead of a success message, and you can resend the invite from their row.

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Which roles can you assign?

The Role dropdown lists your company’s roles: the eight standard roles (Admin, Manager, Viewer, Client Member, Captive Manager, Claims Adjuster, Underwriter, Finance) followed by any custom roles your admins have created. Every user holds exactly one role per company. If none of the standard roles fits — say you need someone who can edit claims but never delete one — an Admin can create a custom role and it appears in this dropdown straight away.
A user row with the Role dropdown expanded, listing Admin, Manager, Viewer, Client Member, Captive Manager, Claims Adjuster, Underwriter, Finance and a custom Event Manager role, each with a short description underneath its name.

The role dropdown lists every role in your company with its description, custom roles included.

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Change a user’s role

Each row’s Role column is an inline dropdown. Pick a new role and the change applies immediately — you’ll see a confirmation like “Updated <name> to role: Manager”, and the user’s access changes the next time their pages load. Two guardrails apply:
  • You can’t change your own role. Your own row’s dropdown is disabled; ask another admin.
  • You can’t demote the last Admin. If the user is the only Admin in your company, moving them to another role is rejected with “You cannot change the role of the last admin in your company. Assign another admin first.” This keeps you from locking everyone out of user and role management.
You can also move people onto a role from the role’s own Members section — see Move members between roles.

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Resend an invite

The send icon in a user’s Actions column re-sends the invite email — useful when someone lost the original message or it never arrived. Confirm the recipient in the dialog and select Confirm; you’ll see “Successfully sent new invite to <email>”.

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Remove a user

The trash icon in a user’s Actions column revokes their access to your company. The Remove User dialog confirms what removal means — once removed, the person can no longer access your company’s AI Insurance instance — and offers a Send email notification to user checkbox (checked by default) so they’re told their access was revoked.
The Remove User dialog explaining that the user will no longer be able to access the company's AI Insurance instance, with a checked 'Send email notification to user' checkbox and Remove User / Cancel buttons.

Removing a user revokes their access; a notification email is optional.

Removal is how you deactivate someone — there is no separate “deactivate” switch. It only revokes their access to your company; records they created (notes, files, tasks) are unaffected, and you can invite them back later with the same email address.