Overview
Managing team members, roles, and permissions in Uniportal.
Roles and permissions
Every team member has a role: Owner, Admin, Manager, Engineer, Helpdesk, or a custom role if you've defined one. A role controls what someone can see and do across Uniportal, Integrations, Agent Tools, AI Chat, and billing.
Non-admin roles also need Group access to control which customers someone can work with. Without it, a non-admin can't access any company or end-user at all. Access starts at zero on purpose: a new technician should see only the customers you've decided they work, not everything until someone remembers to narrow it down. Add technicians who should work every customer to the All Companies group.
Adding and removing team members
New team members join by invite. See Invite a team member for how to send one and assign a role. Group access is a separate, follow-up step: it can only be set once the invite has been accepted.
To remove someone, go to Team & Roles, select the team member, and remove them. This revokes their access immediately. It doesn't touch any tickets or work already logged under their name.