Ejento AI
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Ejento AI
  1. Guides
  • Basic Operations
    • Features
      • Organization → Projects → Assistants → Teams Hierarchy
    • Guides
      • Login/Signup
  • Assistants
    • Overview
    • Features
      • Assistant Access Control
      • Assistant Evaluation
      • Evaluation Metrics
      • URL-based Chat Thread Creation and Prepopulation
      • Reasoning Patterns
      • Staging & Publishing
    • Guides
      • Add Assistant
      • Evaluate Assistant
      • Edit Assistant
      • Assistant Edit Access
      • Embed Assistant
      • Delete Assistant
      • Add Favourite Assistants
      • View Assistant Id
      • Voice Calling with Assistants
  • Corpus
    • Overview
    • Features
      • Corpus Permissions
      • PII Redaction
      • ETag Setup for Corpus Incremental Refresh
    • Guides
      • Assistant Corpus Setup
      • Assistant Corpus Settings
      • Corpus Access Control
      • Corpus Connections
      • View Corpus Id
      • View Document Id
      • Tagging
        • Corpus tagging
        • Document tagging
  • Teams
    • Overview
    • Guides
      • Add a Team
      • Edit a Team
      • Delete a Team
      • View Team Id
  • Projects
    • Overview
    • Guides
      • Add a Project
      • Edit a Project
      • Managing Assistants in a Project
      • Delete a Project
      • View Project Id
  • User Settings
    • Overview
    • Features
      • Ejento AI User Access Levels
    • Guides
      • Add new user
      • Invite Users via Link or Email
      • View my User Id
  • API Keys
    • Overview
    • Guides
      • How to generate API Key and Auth Token
  • Workflows
    • Overview
    • Features
      • Workflow Access Control
    • Guides
      • Add Workflow
      • Workflow Chat
      • Workflow Edit Access
  • Tools
    • Overview
    • Guides
      • Tools Overview
      • Create External Tool
      • Connect Tool to Assistant
  • Analytics
    • Overview
    • Guides
      • Analyzing Data in the Analytics Dashboard
  • Chatlogs
    • Overview
    • Guides
      • Managing Chatlogs
      • View Chatlog & Chat thread Id
  • Integrations
    • Overview
    • Guides
      • Email Indexing
      • Microsoft Teams
      • Sharepoint Indexing
      • Google Drive Connector
      • MS Teams Integration Setup
      • Creating a Connection in Credential Manager
      • Slack App
      • Discord Bot
  • Ejento AI Shield
    • Overview
    • Features
      • Understanding Guardrails
    • Guides
      • How to enable Guardrails
  • Assistant Security
    • Overview
    • Features
      • Assistant Red Teaming
    • Guides
      • Red Team an Assistant
  • Permission Sets
    • Overview
    • Guides
      • Add Permission Set
  • Usage
    • Overview
    • Guides
      • Set Spend Limits
  1. Guides

Add new user

Adding a user gives a specific person an account in your Ejento AI organization, with the role you choose from the start. It's the most direct way to bring someone in when you know exactly who should join and what level of access they need.

Why add users directly?#

Control from day one. You decide the person's role (Global Admin, Application Admin, or User) before they ever sign in.
No waiting on invitations. The account exists right away, so you can add the person to teams, projects, and assistants immediately.
Clear ownership. Every account is created by an admin, which keeps your user list intentional and easy to audit.

Add a user or invite them?#

Add a user when you know the person's email and role, for example a new hire or a specific stakeholder who needs admin rights.
Invite users when you want people to join on their own, for example by sharing a link with a whole department. Invited users join as Members. See Invite Users via Link or Email.

Use cases#

New hires: A new HR manager starts on Monday. Add them as a User on Friday and put them in the "HR" team. On their first morning, the HR assistants are already there.
New administrators: Add an IT lead as an Application Admin so they can set up teams and projects from day one.
The Users & Teams settings can only be accessed by Global Admins.

1. Open Organization settings#

At the bottom of the sidebar, click your name, then click Organization settings.
Step 1 screenshot

2. Click Add User#

Under Users & Teams, on the Users tab, click Add User at the top right. The Users tab lists everyone in your organization with their email, role, and Permission Sets.
Step 2 screenshot

3. Enter the user's details and choose a role#

Enter the person's Name and Email Address, then choose a Role:
Global Admin: Best for business owners and company administrators.
Application Admin: Best for managing users and teams.
User: Best for interacting with app features and functionalities. This is the default.
The email address is the person's sign-in ID. For what each role can do, see Ejento AI User Access Levels and the Overview.
Step 3 screenshot

4. Add the user#

Check the details, then click Add User to create the account.
Next, add the new user to a team so they get the right access. See Add a Team.
Step 4 screenshot

FAQs#

Can I change the user's role later?#

Yes. On the Users tab, click the edit icon next to the person's name.

Can I add many people at once?#

Use an invite link instead: share one link and everyone who opens it joins as a Member. See Invite Users via Link or Email.

What can a new user see?#

A User sees the projects and assistants they're given access to, directly or through a team, plus Public assistants, which anyone in the organization can access.
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Ejento AI User Access Levels
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Invite Users via Link or Email