Every portal has its own team of internal users called Admin Users. After you select a client, you will find the Admin Users page nested under Users in the left sidebar.
Team roles
Every portal has an Owner who can add additional members to the team. The owner can appoint a separate manager or transfer ownership of the account to another member, but there can only be one owner at a time.
All team members can see the other members of the team, but only the account manager can invite other users or view Ahsuite's User Network.
Account owner permissions
The account owner or manager has certain privileges that other team members do not have. Only they can:
Add or remove team members.
Edit details in the client settings.
Customize the client portal by adding, hiding, or editing tabs.
Edit which team members can see passwords in the Passwords tool.
Permanently delete archived items.
Nothing in a client account can be hidden from the account owner or manager.
Searching for other users
The account owner can search Ahsuite's directory of users by name, email, or keywords contained in any profiles that have been set to public.
As an account owner, you can add other users to your team, or save them to your favorites list by clicking Save. Then you can filter your results to just show your favorites.
If you want other users to be able to find you in that network, you must complete your profile by adding a picture, headline, and description. If you don't want others to find you, just uncheck the "Get found by other Ahsuite users" option in your profile settings.
Visibility of internal users
Your clients can only see the account manager unless you include other internal users in conversations, tasks, or other communications.
Your internal users can never view your other clients unless they are also added as admin users to those portals.
All your internal users can view the other internal users in that portal, but not other portals.
Adding members to a team
The account owner or manager can invite other internal users to their team. You can invite admin users by their email address, and if they don't already have an Ahsuite account they will be invited to sign up for free.
Alternatively you can search the Ahsuite User Network using keywords for freelancers with the skills you need.
When you invite another user to your team, they will be sent a notification by email to log in and accept or decline. Until they accept the invitation they will have a status of Pending.
If you want to send an invitation to someone you do not know, you should also try to contact them by phone or email to introduce yourself. When you have invited someone to your team, you will be able to add them to a message in the Conversations tool.
Eventually we plan to have billing and payouts features in Ahsuite, but for the time being you will have to arrange any payments between team members yourself.
Adding agency sub-account
Agency users can create sub-accounts for their employees and contractors. These sub-account users can be added as admin users to any team, but they cannot access the Ahsuite User Network to view outside Ahsuite users.