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Introduction
Introduction
User Access & Permissions allow you to control who can access your AI Agent and what level of access they have.
This section focuses on managing users: adding, editing, and removing access. while role definitions and responsibilities are covered separately.
For role details, refer to: Team & User Roles
Why User Access & Permissions Matter
Managing user access helps you:
Control visibility across agents and conversations
Prevent unauthorized or accidental changes
Assign responsibility clearly across teams
Scale access as your organization grows
Maintain security and accountability
Permissions are applied at the organization level and affect how users interact with Exei.
Where to Manage User Access
To manage users:
Go to Settings
Open Team
Only users with sufficient privileges can access this section.
Understanding Roles (Reference)
When adding a user, you must assign a role.
Exei supports multiple roles with different access levels.
See full role definitions here:
Team & User Roles
This guide does not duplicate role responsibilities.
Adding a New User
To invite a new user:
Open Settings → User Access & Permissions
Click Add User
Enter the user’s email address
Assign a role
Send the invitation
The user will receive an email to join your Exei workspace.
Editing User Access
You can update a user’s access at any time.
To edit access:
Open User Access & Permissions
Select the user
Change the assigned role
Save changes
Updates apply immediately.
Removing a User
If a user no longer needs access:
Go to User Access & Permissions
Select the user
Remove access
Once removed, the user will no longer be able to log in or view data.
How Permissions Affect the Platform
User permissions determine access to:
AI agents and configurations
Conversations and human takeover
Channels and deployments
AI Actions and automations
Insights and analytics (based on plan)
Settings and integrations
Users only see features allowed by their assigned role.
Managing Access as Teams Grow
As your organization scales:
Add users instead of sharing accounts
Assign roles based on responsibility, not seniority
Review access periodically
Remove inactive or former users promptly
This ensures clean access control and better governance.
Common Mistakes to Avoid
Sharing login credentials instead of adding users
Forgetting to remove access when roles change
Assigning high-level access unnecessarily
Managing permissions without reviewing role definitions
Always refer to Team & User Roles when assigning access.
What’s Next?
Once user access is set up, teams can collaborate effectively.
Recommended next guides:
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