How to Manage Users and Access in CarrierOS AI
User access controls who can sign in and what each person can work on. Follow the steps below to manage users and access in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Manage users and access in CarrierOS AI: quick answer
Review users regularly, invite only people who need access, choose the right role, and remove or disable users who no longer work in the carrier office.
Before you start
- Use an owner or admin account.
- Know the user’s job responsibilities.
- Do not share one account across multiple people.
Step-by-step instructions
- From the left menu, open Settings, then Company Settings.
- Inside Company Settings, open Users or User Settings.
- Review current users.
- Invite new users only when needed.
- Choose the correct access level.
- Disable or remove old users.
- Review access after staffing changes.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- User: Person with sign-in access.
- Email: Login and invite address.
- Role: Access level or permission group.
- Status: Active, pending, disabled, or needs review.
- Last review: A practical office habit, even if not a field.
What happens next
After access is updated, ask users to sign in and confirm they can see the tools they need.
Common problems and fixes
- If a user sees too much, lower the access level.
- If a user sees too little, review role settings.
- If someone leaves the company, disable access quickly.
Tips for carrier offices
- Use one login per person.
- Review users monthly.
- Keep owner access limited.
