# Users

<figure><img src="/files/CnAWCmfIKw5lvUPdgNj6" alt=""><figcaption></figcaption></figure>

#### 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:

<table><thead><tr><th width="153">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Email</strong></td><td>Primary account identifier (used for login).</td></tr><tr><td>Phone</td><td>User's contact number (Optional field).</td></tr><tr><td>License</td><td><strong>Unassign License</strong> action. Click here to immediately remove a license from a user, making it available for another.</td></tr><tr><td>Role</td><td>Permission level identifier (Administrator, Collaborator, or User).</td></tr><tr><td>Budget/Usage</td><td>Displays the enabled credit/usage limit for the user and how much has already been consumed.</td></tr><tr><td>Actions</td><td>Icons to Edit (details), Delete (remove record), and Relationships (link to Agents, Groups, and Workspaces).</td></tr></tbody></table>

### Permission Levels

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

<table data-header-hidden><thead><tr><th width="156"></th><th width="368"></th><th></th></tr></thead><tbody><tr><td>Level</td><td>Access Description</td><td>Ideal for...</td></tr><tr><td>Administrator</td><td><strong>Full Access.</strong> Has complete control over the system, including billing, tax data, purchase and assignment of licenses, as well as all agents and workspaces.</td><td>IT managers, account owners, and directors...</td></tr><tr><td>Collaborator</td><td><strong>Content Management.</strong> Can create and manage agents, workspaces, and groups. Has freedom to configure automations (Connectors), but does not have access to billing or license management.</td><td>Project or department leaders, Analysts...</td></tr><tr><td>User</td><td><strong>Restricted Access.</strong> Can only view and interact with AI Agents that have been explicitly shared with them or with the group/Workspace to which they belong.</td><td>Support teams, sales teams, or employees who only consume AI.</td></tr></tbody></table>

***

### 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.

{% hint style="info" %}

### **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.
{% endhint %}

### 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)

<figure><img src="/files/m7GM0pPDOqAAlP484sFr" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/GUlLKnIWB9mWN8msaIqG" alt=""><figcaption></figcaption></figure>

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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# Agent Instructions: Querying This Documentation

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```
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```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.