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, which trips people up the first time they invite a technician. See the note on that page before you invite anyone below Admin.
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.