Step 5: Members

Who can do this

The administrator creates the accounts. Each member then signs in once and sets a password.

Before you start

The name and work e-mail of each person.
At least one product. To add one, see Products and knowledge.
You are in the office, on https://myai.local/. Accounts cannot be created from the remote address.

Steps

Create an account

Open Administration, sub-tab General.
In the panel Add a user, enter the Name and the Work email.
Press Create user.
The box shows a line “Temporary password for …”. Copy it now. It is not shown again.
Give the temporary password to the person in a safe way (in person, or by phone). Do not send it in the same e-mail as the address of the box.

Give access to a product

In the panel Assign product access, choose the User.
Choose the Product.
Choose the Access: Member or Owner.
Press Assign access.

The member opens https://myai.local/ in the office.
On Sign in, the member enters the Work email and the temporary Password.
The page Change your temporary password opens.
The member enters the Temporary password, then a New password (at least 12 characters, upper-case and lower-case letters and a number).
The member presses Change password.

What you see afterwards

The new person appears in the panel People and access with the role “Member”. Until the first sign-in the state is “Must change password”.
The assignment appears in the panel Product access.
The member sees the tabs Chat, Runs, Products and Requests, and in Chat every installed worker.

Your choices

Choice	What it does	When to pick it	Can you undo it?
Create user	Creates a member account.	For each colleague.	Yes: Disable, then Remove (see Users).
Access Member	The person sees the product and its agents.	Default.	Yes: Remove in Product access.
Access Owner	The same as Member in this release.	When the person is responsible for the product.	Yes.

Next step: Connections
Users
Roles