AiDial Docs

#Team Management

RoleAccess Level
Client AdminManage team members, invitations, roles, removal, and team member sessions
Client ManagerView team members and invitations only
Client StaffNo access

#Overview

The Team page at /team lets Client Administrators manage the people in your organisation who have access to the portal. You can view the current team list, search members, invite new members, change existing members' roles, remove members who no longer need access, and manage another team member's active portal sessions.

Client Managers can view the team list and invitation status, but they cannot invite, change roles, remove members, revoke invitations, or manage team member sessions. Client Staff cannot access the Team page.

Access is checked even when a team-management link is opened directly.

#Prerequisites

  • You are signed in to an active tenant as a Client Administrator or Client Manager.
  • You have completed any required authentication checks for your role.
  • Open /team in the portal. Client Administrators are required for changes; Client Managers have read-only access.

#Viewing Your Team

  1. Open the Team page. The team list shows each member's name, email address, role, status, and date joined.
  2. Use the search field to find a specific member by name or email address.
  3. Use Previous and Next when the list has more than one page of results.

#Inviting New Members

Client Administrators only.

  1. Select Invite Member at the top of the team list.
  2. Enter the new member's email address.
  3. Choose a role for the new member: Client Admin, Client Manager, or Client Staff.
  4. Select Send Invitation.

If email delivery is available, the invited user receives an email with a link to join. If delivery is deferred, skipped, or fails, the portal may show or copy a controlled invitation link so an administrator can provide it safely. Duplicate pending invitations and invitations for existing active members are rejected.

The invite link opens the portal invitation flow. The invited person must sign in through the AiDial identity provider, and AiDial accepts the invitation only for the matching recipient email address.

#Managing Pending Invitations

The Team page includes a Pending invitations section when there are pending or expired invitations.

  • Client Administrators can revoke pending invitations.
  • Client Administrators can re-send an expired invitation by opening a pre-filled invite dialogue for the same email and role.
  • Client Managers can view the invitation status but cannot revoke or re-send invitations.

#Changing a Member's Role

Client Administrators only.

  1. Locate the member in the team list and select the options menu next to their name.
  2. Choose Change Role.
  3. Select the new role and confirm.

The roster updates after AiDial confirms the change. AiDial rejects changes that would leave the organisation with no Client Administrator. Existing signed-in sessions may keep their previous access until the user signs in again or an administrator revokes their active sessions.

#Removing a Member

Client Administrators only.

  1. Locate the member in the team list and select the options menu next to their name.
  2. Choose Remove Member and confirm the action.

AiDial removes the member's active organisation assignment and revokes their portal sessions. AiDial rejects removal if it would leave the organisation with no Client Administrator.

#Managing Team Member Sessions

Client Administrators can manage another team member's active portal sessions from the Team page.

  1. Locate the member in the team list and select the options menu next to their name.
  2. Choose Manage sessions.
  3. Review the member's active sessions at /team/[userId]/sessions.
  4. Select Revoke next to one session, or Revoke all sessions for this user to end all listed sessions for that member.

Client Managers do not receive the team-member session action and cannot open the session-management route. Client Administrators cannot revoke their own sessions through the team-management route; use Settings > Active Sessions or the normal sign-out control for your own account.

#Empty State

If the team API returns no members, the Team page displays a welcome message. Client Administrators see an invite action; Client Managers see the read-only empty state without an invite button.

#Security and Scope

The browser uses your signed-in portal session. You do not need to enter or send an API key.

Team access is scoped to your own organisation. Client Administrators can invite, change roles, remove members, revoke invitations, and manage team-member sessions. Client Managers can review the team list and invitation state only. Out-of-role or out-of-scope requests are denied without revealing another organisation's users.

#Common Issues

  • I cannot see or open the Team page. Only Client Admins and Client Managers have access. Client Staff members cannot access Team.
  • The Team page is not in my sidebar. Your current role or preview scope may not include the Team navigation item. Eligible users can still open Team from links in this guide when available.
  • A team member did not receive their invitation email. Ask them to check their spam or junk folder. If delivery was deferred or failed, use the controlled invitation link shown by the portal, or revoke the pending invitation and create a new one.
  • I cannot invite, change roles, remove members, or revoke invitations. Those actions require the Client Administrator role and a current signed-in session.
  • I cannot change or remove the last Client Administrator. The portal blocks changes that would leave the organisation without a Client Administrator.
  • A role change is not reflected in an existing session. Ask the user to sign out and sign in again, or use Manage sessions to revoke their active sessions.
  • I cannot manage a team member's sessions. Only Client Administrators can open team-member session management. Own sessions are managed from Settings > Active Sessions.