User Management

The Users section of the admin console lets you manage who has access to your organization’s Flexivity AI account. You can invite team members, assign roles to control what they can do, and remove users who no longer need access.

Inviting Team Members

To invite a new user:

1. Navigate to Users in the sidebar
2. Click Invite User
3. Enter the person’s email address
4. Select a role: Admin or Read-Only
5. Click Send Invite

The invited user will receive an email with a link to set up their account. They will create a password and then be able to log in to the admin console at app.flexivity.ai .

Note: Invitation emails expire after 7 days. If an invite expires before the recipient sets up their account, you can resend the invitation from the Users list by clicking the resend icon next to their name.

Managing Roles

Flexivity AI has two user roles:

Admin

Admins have full access to all sections of the admin console:

• Create, edit, and delete instances
• Enable and configure features
• View and manage billing, including changing plans
• Invite and remove users, and change user roles
• Access all dashboard and reporting data

Read-Only

Users have read-only access to all capabilities.

To change a user’s role:

1. Navigate to Users in the sidebar
2. Find the user in the list
3. Click the role dropdown next to their name
4. Select the new role

The change takes effect immediately. The user does not need to log out and back in.

Note: There must always be at least one Admin in the organization. The console will prevent you from demoting the last Admin to a Read-Only role.

Removing Users

To remove a user from your organization:

1. Navigate to Users in the sidebar
2. Find the user in the list
3. Click the remove icon (or select Remove from the actions menu)
4. Confirm the removal

Once removed, the user can no longer log in to the admin console. Their past actions (such as configuration changes) remain in the activity log attributed to their name.

Note: Removing a user does not delete their Cognito account entirely — it disables their access to your organization. If you need to re-add them later, send a new invitation to the same email address.

Transferring Account Ownership

Account ownership determines who is the primary contact for the organization and who receives critical notifications (such as billing failures or security alerts).

To transfer ownership:

1. The current owner navigates to Users in the sidebar
2. Find the user who will become the new owner (they must already have the Admin role)
3. Click the actions menu next to their name and select Transfer Ownership
4. Confirm the transfer

After the transfer:

• The new owner becomes the primary contact for the organization
• The previous owner retains the Admin role but is no longer designated as the owner
• Billing notifications and critical alerts are sent to the new owner’s email address

Note: Only the current account owner can initiate an ownership transfer. If the owner is unavailable, contact Flexivity AI support for assistance.