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Managing User Access

Inviting team members

You can invite one person or several at once from the same form.

  1. In the Kipper portal, go to Members in the sidebar
  2. In the Add a member panel, choose a role:
    • Member — can ask Kipper questions on the data sources you assign
    • Admin — full workspace access, including connecting data sources, managing interfaces, and managing other members
  3. Enter one or more email addresses. Press Enter, comma, or paste a list — each address becomes a chip you can remove individually. You can add up to 30 emails per batch
  4. For the Member role, choose the permission level that will apply on your connected data source(s):
    • Full Access (Read only)
    • Accounts Receivable (Read only)
    • Accounts Payable (Read only)
  5. Send the invitations

Each invited person receives an invitation email and can accept it without needing a login to your finance system. Only the workspace admin who originally connected the data source needs those credentials.

Changing an existing member's role

You can promote a Member to Admin (or the other way around) at any time — the role you picked at invite time isn't permanent.

  1. Go to Members in the sidebar and click the member's name to open their detail page
  2. In the Member Details card, click the pencil icon next to Role
  3. Pick the new role and save

The change takes effect immediately.

Changing a member's permission level

To adjust what a Member can query, either:

  • Open the member's detail page from Members and use the AI Data Access card to add or remove permission sets directly, or
  • Go to Data Sources, open the relevant source, and use the Access card to manage members on a specific permission set

Both paths update the same assignment. See Permission Sets for the full walkthrough. Changes take effect on the next question the member asks; in-flight questions are not interrupted.

What each level covers

See the Permissions overview for the full breakdown of what data each level can query, or the Permission Sets page for how to manage assignments directly from a data source.

Removing access

To remove a member, go to Members in the sidebar, find the member, and click Remove. They will no longer be able to ask Kipper questions from any interface.