Inviting users and roles

An enisa.ai account has three roles — owner, admin and member — and you can invite your team by email; an external advisor or your accountancy firm can be given access to a single application without opening up your whole account. By the end everyone will have the right role.

Account roles

• Owner: there is exactly one. The owner controls billing and is the only person who can delete the account. Ownership can be transferred from Settings → My account → Users; it is an explicit action with a double confirmation, and both people are notified by email.
• Admin: can do everything except delete the account — manage users, billing, account details.
• Member: works normally in the companies they are added to. Members do not see account settings: the "My account" section does not even appear in their menu, and the API refuses it even if they know the URL.

Within each company, access is refined with per-company roles (manage, edit, or read-only), so a member can edit in one company and only view another.

Inviting someone

1. Go to app.enisa.ai → Settings → My account → Users.
2. Under Invite someone, enter their email and choose the role (admin or member).
3. Click Invite. The person receives an email with a link valid for 7 days.
4. Once they accept, they appear in the People list. Until then you will see them under Pending invitations, where you can resend the email or revoke the invitation.

If the email already has a user on enisa.ai, the invitation does not create a new account: it adds your account to theirs, and they can switch between accounts from the user menu (how account switching works).

Removing someone

In the People list, click the remove button next to their name. They lose access to the account and all its companies immediately: their open sessions in this account stop working at once. Their personal enisa.ai user is not deleted; they only lose access to your account.

External advisors: access to a single application

You do not need to invite your accountant or advisor into the whole account. A specific application can be shared with an external person at one of two levels:

• Collaborator: can read, edit answers, comment, and work on that application.
• View only: can see the application and nothing else.

The external person sees only that application in their list — not your companies, your documents, or the rest of your account. When you revoke their access, the application ceases to exist for them instantly.

Common issues

What if the invitation has expired?

Links are valid for 7 days. Resend it from Pending invitations; the new link invalidates the old one.

What if I already have an account under a different email?

The invitation is tied to the exact email it was sent to. Ask to be invited at the email you want to work with.

What if I'm a member and can't see Billing or Users?

That is expected: those sections belong to the owner and admins. Ask an admin for a role change if you need it.

What if I removed someone and they say they still have access?

Check again: revocation closes their sessions for this account immediately. If they can see something, they are looking at another account of their own, not yours.