Team & Invites
Manage team members, assign roles, and send invitations.
Where to find team management
In the dashboard, navigate to Settings → Team. There you will find an overview of all team members and invitations.
Roles
There are three roles in ucited.ai:
- Owner — Full access to all settings. Can change roles and manage billing.
- Admin — Can invite members and manage clients and settings.
- User — Read and analysis access. Cannot change workspace settings.
Inviting team members
You can invite new team members from the Company page:
- Enter the name; the email address is optional
- Choose a role (Admin or User)
- Create the invitation. With an email address it is sent automatically; either way you get an invitation link you can share yourself
The invitee opens the link and can register directly; company and client access are already pre-configured.
Invitation status
On the Company page, you can see the status of each invitation:
- Pending — Invitation was created but not yet accepted
- Processing — The invitation was just accepted and is being finalized
- Accepted — The team member has registered and is active
- Expired — The invitation link has expired; create a new invitation
Managing members
As an Owner or Admin, you can change roles or remove members from the company. These actions are also available on the Company page.
Only Owners and Admins can invite team members and manage roles. Users do not have access to these features.