How to Manage Users in CarrierOS AI
Users settings control who can access the CarrierOS AI workspace and what role they have. Follow the steps below to manage users in CarrierOS AI, then confirm the saved result before the office relies on it.
User access is a security and workflow control. The right people need access, but old users or incorrect roles can create risk.
Manage users in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| User list | Shows current users, roles, status, and invitation state. |
| Invitations | Invite new users to the company workspace. |
| Roles | Control what a user can view or change. |
| Status and password tools | Disable users or help with account access when needed. |
How to use this page
- Review existing users before inviting someone new.
- Choose the correct role for the person.
- Send the invite or setup link.
- Disable access when someone leaves the company or no longer needs the TMS.
Helpful tips
- Do not share one login between multiple people.
- Use the lowest role that still lets the person do their job.
- Review users regularly for security.
