Team Management

Overview

The Team page lets you manage who has access to your Aelo organization and what they can do. Each user is assigned a role that controls their permissions.

Viewing Team Members

Client Admin

The team list shows all users in your organization:

Column	Description
Name	User’s display name
Email	Account email address
Role	Assigned role (Client, Admin, Supervisor, Agent)
Status	Active or Pending (invited but not yet accepted)
Joined	Date the user joined the organization

Inviting Users

Client Admin

1. Click Invite User on the Team page.
2. Enter the user’s email address.
3. Select a role from the dropdown.
4. Click Send Invitation.

The user receives an email with an invitation link. Their status shows as “Pending” until they accept.

Notes:

• You can invite multiple users at once.
• Pending invitations can be resented or revoked.
• Admin users cannot assign the Client role to others.

Role Descriptions

Client

The organization owner with unrestricted access:

• Full control over all settings, billing, and projects
• Can manage team members and change roles
• Can delete projects and records
• Access to all reports and analytics

Admin

Administrative access with safeguards:

• Same as Client except:
  • Cannot manage billing
  • Cannot change user roles
  • Cannot delete projects

Supervisor

Team lead focused on performance:

• Views team analytics
• Access scoped to assigned projects
• Can view alert events
• Can add annotations to records
• Cannot configure projects, evaluation criteria, or settings

Agent

Individual contributor:

• Uploads conversation records
• Views own quality scores and performance
• Receives coaching recommendations
• Cannot view other agents’ data

Permission Matrix

Resource	Action	Client	Admin	Supervisor	Agent
Projects	Create	✅	✅	❌	❌
	Edit	✅	✅	❌	❌
	Delete	✅	❌	❌	❌
	View	✅	✅	✅*	❌
Records	Upload	✅	✅	❌	✅
	View all	✅	✅	✅*	❌
	View own	✅	✅	✅	✅
	Delete	✅	✅	❌	❌
	Annotate	✅	✅	✅	❌
Analyses	View all	✅	✅	✅*	❌
	View own	✅	✅	✅	✅
	Export	✅	✅	✅	❌
Alerts	Create/Edit	✅	✅	❌	❌
	View events	✅	✅	✅*	❌
Team	Invite users	✅	✅	❌	❌
	Change roles	✅	❌	❌	❌
	Remove users	✅	✅	❌	❌
Settings	Organization	✅	✅	❌	❌
	Billing	✅	❌	❌	❌
	CRM Integration	✅	✅	❌	❌
	Profile	✅	✅	✅	✅
Evaluation	Create/Edit	✅	✅	❌	❌
Scripts	Create/Edit	✅	✅	❌	❌
	View	✅	✅	✅	❌
Reports	View	✅	✅	❌	❌

* Supervisor access is scoped to assigned projects only.

Removing Users

Client Admin

1. Find the user in the team list.
2. Click the actions menu (three dots) next to their name.
3. Select Remove.
4. Confirm the action.

Removed users immediately lose access to the organization. Their historical data (records, annotations) is preserved.

Access by Role

Feature	Client	Admin	Supervisor	Agent
View team list	✅	✅	❌	❌
Invite users	✅	✅	❌	❌
Change roles	✅	❌	❌	❌
Remove users	✅	✅	❌	❌

Tips & Best Practices

• Assign the minimum required role — use Agent for individual contributors, Supervisor for team leads.
• Use Supervisor for team leads who need team analytics and oversight but shouldn’t change configurations.
• Keep the number of Client accounts minimal (ideally 1-2 per organization).
• Review pending invitations periodically and revoke expired ones.
• When an employee leaves, remove their access promptly for security.