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The Admin area is where a group admin invites new users, edits their details and access, and deactivates or reactivates accounts. Use this article to add a teammate or change who can see what.
The Admin area is available only to group admins. If you don’t see Admin in the sidebar, your account isn’t a group admin. Ask an existing admin in your organization, or get help.

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Open the Admin area

Select Admin in the left sidebar. The page opens with two tabs:
  • Users — invite, edit, deactivate, and reactivate people in your organization.
  • Customer Accounts — review which accounts exist and who is assigned to each. See Manage customer accounts.
This article covers the Users tab.

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Invite a user

1

Open the invite form

On the Users tab, select Invite User.
2

Enter their details

Add a first name, last name, and email address. The email address is required and is where the invitation is sent.
3

Choose a role

Select Consultant or Client. The roles you can assign depend on your own admin scope — a client admin can invite clients only.
4

Assign access

For a client, choose a Client Group (when applicable), then select one or more Customer Accounts the user should see. At least one customer account is required.
5

Optionally make them an admin

Select Is group admin? to give the new user access to user management.
6

Send

Select Send Invitation. The user receives an email invitation to set up their account.
Making someone a group admin can’t be undone from the Admin area. To remove admin status later, contact LiftAI support. See Submit a support request.

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Edit a user

On the Users tab, open the actions menu on a user’s row and select Edit. You can change their:
  • First name and last name.
  • Role (Consultant or Client), when your scope allows it. Changing a role removes the user’s current customer account associations, so you’ll reassign accounts.
  • Customer Accounts (and Client Group, for clients) that they can access.
  • Group admin status, when your scope allows it.
A user’s email address can’t be changed here — it’s shown read-only. Select Save Changes to apply.
Group admins can’t be deactivated or demoted from the Admin area. To remove admin status or deactivate an admin, contact LiftAI support.

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Deactivate or reactivate a user

From a user’s actions menu on the Users tab:
  • Deactivate removes an active user’s access. Group admins can’t be deactivated.
  • Reactivate restores access to a previously deactivated user.
The list shows whether each user is active, so you can confirm the change.