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The Agentic AI Agent platform offers three user roles with different permissions and journeys: User, Agent Builder, and Admin.

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Admins have access to everything Agent Builders have and they can also:

  • Access the company’s profile where they can manage the organization’s details and users by going to Administration > My organization.

  • Manage billing by going to Administration > Billing.

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  • Modify the name of your company;

  • Add your company address;

  • Add your company’s website;

  • Set a default timezone;

  • Set a default currency.

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Inviting users to your organization

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Info

Note that you are limited to the number of users that can sign up to the platform within your organization’s workspace, depending on your subscription tier.

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Managing users

You can manage current users of your workspace by going to Administration > My organization > Users and clicking on the three dots icon next to a user.

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  • Change the role of a user by clicking Edit roles, selecting which role(s) to give, and clicking Update.

  • Disable a user by clicking Disable user and then, clicking Proceed to confirm. Disabled users won’t be able to log in with their accounts.

  • Log out the session of a user by clicking Log out user sessions. This will log out the authenticated user.

  • Delete a user by clicking Delete user and then, clicking Delete to confirm.

  • Resend an invitation email to a user who has not activated their account by clicking Resend invitation email.

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Monitoring the audit logs

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Here, you can monitor the actions made by the users of the workspace, such as who added users, who logged in, who activated their account, etc. You can also download the entirety of the logs in an Excel sheet if needed by clicking the Download button.

Managing the billing

Admins can manage the current subscription by going to Administration > Billing.

Here, you can:

  • View the current state of your subscription: the type of subscription (Pro), the subscribed quantity, how much you will be billed, and the end date of the free trial if applicable;

  • View and update your billing

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  • information;

  • View and add a payment method;

Note

Adding a payment method is mandatory if you wish to continue using the platform after the end of the free trial. If no payment method is added before this date, your subscription will be canceled.

  • View your invoice history;

  • Cancel your subscription.

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