👥 Inviting Users
How to invite users to Meza AI and manage access to your workspace.
Meza AI makes it easy to invite users and manage access to your workspace. Follow this guide to add team members and configure their permissions.
Workspace Owner
Every Meza AI workspace needs a designated super admin. The user who initially creates the workspace during onboarding becomes the super admin by default. You can change this assignment later.
Super Admin Dashboard Screenshot
💡 Note
Inviting Users
To invite users to join Meza AI, you need to be a super admin or administrator.
Navigate to Team Permissions
Go to Admin Settings and click on Team Permissions.
Add Team Members
Click Add Your Team Members and enter the required user details. You can also send multiple invitations at once using the (+) button.
Send Invitation
Click Send Invitation, and the invited users will receive email notifications with instructions to join your workspace.
Invite Team Members Screenshot
Updating User Roles
To change a user's role in Meza AI, you must have super admin or administrator privileges.
Visit Team Permissions
Navigate to the Team Permissions section in Admin Settings.
Select the User
Click on the user's name to access their user page.
Edit Member Role
Choose Edit Member and adjust the role as needed from the dropdown menu.
Edit User Role Screenshot
Updating User Designation
To change a user's designation in Meza AI, you must have super admin or administrator privileges.
Visit Team Permissions
Navigate to the Team Permissions section in Admin Settings.
Select the User
Click on the user's name to access their user page.
Edit Member Designation
Choose Edit Member and adjust the designation as needed.
Removing Users from Workspace
To remove a user from a Meza AI workspace, you need super admin or administrator permissions.
Go to Team Permissions
Navigate to the Team Permissions section in Admin Settings.
Remove Member
Click Remove Member in the respective user's row to remove them from the workspace.
Assigning Accounts to Users
Within your workspace, you can assign specific designations to users, such as:
- Account Executive
- Customer Success Manager
- Customer Success Engineer
- Sales Engineer
This feature allows you to allocate accounts to users based on their roles, improving overall account management. However, please note that the same account cannot be assigned to multiple users with the same designation.
💡 Note