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👥 Managing Users in a Partner Account

As a partner account, you have the ability to manage user accounts within your organization. This includes creating, editing, and deleting users. You can only view and manage the users that belong to your own partner account.

➕ Creating a User​

To create a new user:

  1. Navigate to the Users tab under the Partner section in the left sidebar.
  2. Click the "Create User" button in the top-right corner.
  3. A dialog will appear where you can enter:
    • First Name
    • Last Name
    • Email
    • Password

Once created, the new user will receive an email invitation to complete their registration and sign in to the system.

🧠 Default AI Assigned​

Every newly created user will automatically have a default AI named "Default".

  • The partner can guide the new user to update the "Default" AI instead of creating a new one.
  • This simplifies setup and reduces duplication.

🔑 Adding API Keys to the User’s AI​

After the user is created and the Default AI is in place, you can help them integrate APIs:

  1. Click on the Number of AI column for that user in the Users list.
  2. Edit the existing "Default" AI.
  3. Add API keys such as:
    • OpenAI
    • Gemini

📎 See detailed API setup instructions here: How to Get and Add API Keys

✏️ Editing or Deleting Users​

  • You can modify user information (name, email) at any time by selecting the "Action" menu (⋮) next to the user.
  • You can also delete a user if necessary.

🔒 Access Control​

  • Users created by a partner are only visible and manageable by that partner.

Managing users effectively allows partners to onboard team members or clients quickly and provide them with a preconfigured AI environment ready for API integration.