Users

The Users module is the administrative center where you manage your team's access, define responsibility levels, and control the distribution of Power Omni licenses.

Overview

At the top of the dashboard, you will find the crucial licensing and administration metrics:

• Total Users: Total number of accounts registered on the platform.

• Licensed: Number of users who have an active license and can interact with AI Agents.

• Unlicensed: Registered users without an active license. They do not consume your license balance and do not have access to AI features.

• Administrators: Number of users who have full management permissions in the system.

User Management

The table displays all users, allowing quick access management actions:

Column	Description
Email	Primary account identifier (used for login).
Phone	User's contact number (Optional field).
License	Unassign License action. Click here to immediately remove a license from a user, making it available for another.
Role	Permission level identifier (Administrator, Collaborator, or User).
Budget/Usage	Displays the enabled credit/usage limit for the user and how much has already been consumed.
Actions	Icons to Edit (details), Delete (remove record), and Relationships (link to Agents, Groups, and Workspaces).

Permission Levels

The system uses role-based permissions to ensure data security and governance.

Level	Access Description	Ideal for...
Administrator	Full Access. Has complete control over the system, including billing, tax data, purchase and assignment of licenses, as well as all agents and workspaces.	IT managers, account owners, and directors...
Collaborator	Content Management. Can create and manage agents, workspaces, and groups. Has freedom to configure automations (Connectors), but does not have access to billing or license management.	Project or department leaders, Analysts...
User	Restricted Access. Can only view and interact with AI Agents that have been explicitly shared with them or with the group/Workspace to which they belong.	Support teams, sales teams, or employees who only consume AI.

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Security and Governance

• Hierarchy: A Collaborator cannot promote themselves or others to Administrator. This action is exclusive to someone who already has the Admin level.

• Agent Visibility: Remember that for the User level, being registered is not enough; after registration, you must go to the desired Agent settings and grant access permission to this user or to their group/Workspace.

Tip:

Use the Collaborator role to decentralize Agent creation across departments without the risk of accidental changes to the company’s billing or licensing plan.

Main Actions on the Users Screen

Register New User (Individual)

To add a new member to the platform:

• Click the (+ Create) button.

• Enter the Email (required for authentication via Microsoft Entra ID).

• Provide the Phone number (optional) and select the Permission Level.

• Click Save. After creation, remember to assign the license in the main table.

Import Users (Batch)

• Click the "Import" button.

• The file must be in .CSV format and contain an email column.

• Attention: Do not include headers in the file. Other information such as country code and phone number is optional.

• Select the file and confirm the import.

Export

To export the list of registered users:

• Click the "Export" button to generate a .CSV file containing the complete list of users, emails, permissions, and licensing status for audit purposes.

Manage Licenses

License control is performed individually in the user list:

• Assign License: For a user to log in and use the platform, they must have an active license. Activate the license toggle on the corresponding user row.

• Remove License: When a license is deactivated, it returns to your available license "pool", allowing it to be assigned to another person at no additional cost.

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