#Team and User Management
| Role | Access Level |
|---|---|
| Client Admin | No self-serve team management — handled by your AiDial partner |
| Client Manager | No self-serve team management — handled by your AiDial partner |
| Client Staff | No access |
#Overview
The AiDial portal does not provide a self-serve team-management page for customer accounts. Adding, removing, or changing the role of the people who can sign in to your organisation's portal is handled by your AiDial partner.
This applies to every customer role, including Client Administrator. There is no /team page in the customer portal. If you open an old team-management link or bookmark, the portal returns a "not found" response.
Your account settings remain available to you. As a Client Administrator you can manage your own Profile and Security (including multi-factor authentication and your own active sessions) from Settings. See Profile and Session Management.
#Who Manages Your Team
User and team changes for your organisation are owned by your AiDial partner organisation. A partner administrator can:
- Invite new users to your organisation and assign their portal role
- Change an existing user's role
- Remove a user who no longer needs access
- Review and revoke another user's active portal sessions
If you need a colleague added, removed, or given a different level of access, contact your AiDial partner with the details. Your partner manages these changes on your behalf.
#Managing Your Own Account
You always control your own account, regardless of who manages the wider team:
- Profile — Update your display name and review your account email. See Profile.
- Security — Review your multi-factor authentication status and follow the Multi-Factor Authentication guide to enrol or update factors.
- Active sessions — View the devices and browsers signed in to your account and sign out any session you no longer recognise. See Session Management.
#Security and Scope
The browser uses your signed-in portal session. You do not need to enter or send an API key.
Team and user management is intentionally not exposed to customer roles in the portal. Requests to removed team-management routes are denied with a non-enumerating "not found" response and do not reveal another organisation's users.
#Common Issues
- I cannot find a Team page in the portal. There is no customer-facing team page. User and team management is handled by your AiDial partner. Contact your partner to add, remove, or change a user.
- An old team or invitation link no longer works. The customer team-management routes have been retired. They now return "not found". Use Settings for your own Profile, Security, and active sessions.
- I need to add or remove a user. Contact your AiDial partner with the person's name, email, and the access level they need.
- I need to change someone's role. Ask your AiDial partner to update the user's role.
- I want to sign another user out of the portal. Session management for other users is handled by your AiDial partner. You can still sign out your own sessions from Settings > Active Sessions.