#Team and User Management
| Role | Access Level |
|---|---|
| Client Admin | No self-serve team management — handled by your AiDial partner |
| Client Manager | No self-serve team management — handled by your AiDial partner |
| Client Staff | No self-serve team management — handled by your AiDial partner |
#Overview
The AiDial portal does not provide a self-serve team-management page for customer accounts. Adding, removing, or changing the role of the people who can sign in to your organisation's portal is handled by your AiDial partner.
This applies to every customer role, including Client Administrator. The /team page has been retired: opening it, or any old team-management bookmark, returns a "not found" response for every portal role.
Your own account remains available to you. Every customer role — Client Administrator, Client Manager, and Client Staff — can manage their own Profile and Security (including multi-factor authentication and their own active sessions) from the Account area at /account. See Profile and Active Sessions.
#Who Manages Your Team
User and team changes for your organisation are owned by your AiDial partner organisation, and they are made outside the customer portal. There is no portal screen — for you or for your partner — that adds, removes, or re-roles a user in your organisation.
If you need a colleague added, removed, or given a different level of access, contact your AiDial partner with the details. Your partner arranges these changes on your behalf.
Two related points are worth knowing:
- Partner Team is not your team. Your partner does have a Partner Team page in their own portal view, but it manages their partner organisation's staff (
partner_adminandpartner_useraccounts) — not the users in your organisation. - Another user's sessions are an AiDial administrator action. Reviewing or ending someone else's portal sessions is not available to customer roles, and partner roles have no session surface at all. See Active Sessions.
#Accepting an Invitation
If your partner arranges portal access for you, you receive an invitation link. Opening that link takes you to the sign-in page, and acceptance is completed automatically once you have signed in. Invitation links remain supported — it is the team-management page that has been retired, not the invitation flow.
#Managing Your Own Account
You always control your own account, regardless of who manages the wider team. Client Administrator, Client Manager, and Client Staff users all reach these controls from the Account area (/account):
- Profile — Update your first and last name, mobile number, timezone, and portal language at
/account?section=profile. Your email address is read-only in the profile form; use the email-change panel on the same page to request a verified email update. See Profile. - Security — Review your multi-factor authentication status under Account > Security (
/account?section=security) and follow the Multi-Factor Authentication guide to enrol or update factors. - Active sessions — View the devices and browsers signed in to your account and sign out any session you no longer recognise, from Account > Security. See Active Sessions.
#Security and Scope
The browser uses your signed-in portal session. You do not need to enter or send an API key.
Team and user management is intentionally not exposed to any portal role. The retired /team page and the underlying team-management routes are denied with a non-enumerating "not found" response, so they do not reveal whether a user or another organisation exists. The invitation-acceptance route is the one deliberate exception, because it has to work before you have portal access.
#Common Issues
- I cannot find a Team page in the portal. There is no customer-facing team page. User and team management is handled by your AiDial partner. Contact your partner to add, remove, or change a user.
- An old team link no longer works. The customer team-management routes have been retired and now return "not found". Use the Account area (
/account) for your own Profile, Security, and active sessions. - My invitation link does not work. Invitation links are still supported. If one fails, it has most likely expired or already been used — ask your AiDial partner to issue a new one.
- I need to add or remove a user. Contact your AiDial partner with the person's name, email, and the access level they need.
- I need to change someone's role. Ask your AiDial partner to update the user's role.
- I want to sign another user out of the portal. Ending another user's sessions is an AiDial administrator action — no customer or partner role can do it in the portal. Contact your AiDial partner if a colleague's account needs to be signed out everywhere. You can always sign out your own sessions from Account > Security > Active Sessions.