Add colleagues and manage access rights per role.
Invite Employees
Open Team Management
Via the HR/Team sections or settings.
Invite Person
Enter business email and assign a role — the person will receive an invitation email.
Accept Invitation
The colleague creates their own account and is then assigned to the same company.
Fine-tune Access
Activate or restrict modules/sections per person.
Roles (Typical)
- Owner/Admin — Full access including settings, billing, and rights management.
- Manager — Team data and evaluations, restricted administration.
- Employee — Works in assigned modules with their own data.
- Viewer/AIRIS — Read-only or AIRIS access for external stakeholders.
Change Role & Revoke Access
Modify Role
Select the person in Team Management and assign a different role — the changed permissions apply immediately.
Suspend Access
Deactivate access: The person can no longer log in, but history and assignments (tasks, documents) are retained.
Remove Employee
Before final removal, reassign open items (tasks, deals, tickets) to colleagues to ensure nothing is overlooked.
Transfer Ownership
If responsibilities change – for example, a new CEO or association chairman – you can transfer ownership (Owner) to an existing member in just a few clicks. You yourself will retain full access.
Open Actions Menu
In Team Management, open the Actions menu (⋯) to the right of the future Owner. Note: Only an existing Owner can see the "Transfer Ownership" option.
Select "Transfer Ownership"
Select the entry. A confirmation dialog will open with the selected person.
Confirm Transfer
After confirmation, the person immediately becomes the Owner with full access. You will automatically become an Admin – you retain full access, only the Owner role changes.
You lose nothing during the transfer: The previous Owner becomes an Admin with continued full access. There will always be at least one Owner, and the change will be logged.
There must always be at least one Owner/Admin with full access — otherwise, settings, permission management, and billing can no longer be administered.
Grant only the rights that someone truly needs. Roles can be adjusted at any time if new tasks arise.