Team Members

Manage who can use your Kayse AI account and what they can access. Use the Staff tab for member management and the Scopes tab for case-type access controls.

📍 Where to manage access

1. Go to Settings → Company
2. Open Staff to invite and update members
3. Open Scopes (next to Staff) to manage case-type scope groups

➕ Adding Team Members

1. Go to Settings → Company → Staff
2. Click Invite new member
3. Enter name, email, and phone (optional)
4. Choose a company role
5. Click Add

✏️ Updating Team Members

From Settings → Company → Staff:

• Click the member row menu (⋮) and select Edit
• Update profile details or role
• For members with role User, update assigned scopes
• Click Update

🔑 Roles and Permissions

Roles control what each person can see and do in a company.

🧩 Scopes (Case-Type Access)

A scope is a named group of one or more case types. Assign scopes to users with role User to limit what case-type data they can access.

Create or Edit a Scope

1. Go to Settings → Company → Scopes
2. Click New
3. Enter a scope name
4. Select one or more case types
5. Click Add

To edit or delete a scope, use the ⋮ menu on the scope row.

Assign Scopes to a User

1. Go to Settings → Company → Staff
2. Edit a member
3. Set role to User (if not already)
4. Choose one or more items in the Scopes field
5. Click Update

How Scope Access Works

• A user can have multiple scopes
• Effective access is the union of case types from all assigned scopes
• Data for unassigned case types is hidden for scoped users
• If role changes away from User, scope assignments are removed

🖥️ Session Management

Keep track of who's logged in and manage sessions: