Add and manage team members
Team Management lets you invite colleagues to the platform so they can see what is happening with your Advizr engagement. You control who has access and what they can do through role assignments. Only users with the Client Admin role can manage the team.
Where to find Team Management
Team Management does not appear in the main sidebar (Home, Chat, Goals, Documents, Proposals, Learn, Book a Call, Help). It lives under Settings, with Advanced mode turned on.
Add a team member
If you have the Client Admin role, you can invite new members:
Open Settings, then select Team Management. You will see a list of current team members with their roles.
Click the Invite button at the top of the page. Enter the person’s email address.
Select the role you want to assign. See below for what each role can do.
Click Send. The person will receive an email with a link to set up their account and access the platform.
You should now see the person listed under pending invitations until they accept, at which point they move into the team member list with their assigned role.
Available roles
When you invite someone, you assign one of three client-facing roles:
- Client Admin - Full access to everything in your workspace. Can manage team members, approve proposals, update goals, upload documents, and configure settings. This is typically your primary contact or decision-maker.
- Client Viewer - Read-only access. Can view the dashboard, documents, proposals, and goals but cannot make changes. Good for team members who need visibility without editing rights.
- Client Consumer - A simplified experience focused on Chat. The sidebar is streamlined, and the interface is designed for people who want to interact with the AI without managing the full dashboard. Good for broader team members or staff who need quick access to AI tools.
For a detailed breakdown of what each role can access, see Roles and permissions.
Manage existing members
From the Team Management page you can:
- Change a member’s role - Click the role badge next to their name and select a new role
- Remove a member - Click the remove button to revoke their access immediately
- Resend an invitation - If someone has not accepted their invite, resend it from the pending invitations list
Most clients start with one or two users and add more after the initial onboarding period. Add team members when you want colleagues to have visibility into the work being done, when specific staff need to interact with the AI for their role, or when you want a second person with admin access for continuity. There is no benefit to inviting everyone on day one — access is quick to grant whenever someone actually needs it.
If something goes wrong
- You cannot see the Invite button. Only Client Admins can manage the team. Check your role with your Client Admin, or ask them to send the invitation.
- The invitation email never arrived. Ask the invitee to check their spam folder, confirm the address you entered, then resend the invite from the pending invitations list.
- An invitee’s link has expired or fails. Resend the invitation — the new email replaces the old link.
- You removed the wrong person. Send a fresh invitation to the same email address; their access is restored when they accept.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.