Managing who has access to your company’s Fostr AI workspace is simple. You can invite new team members when someone joins, offboard them when they leave, or remove their access when it’s no longer needed. This guide walks you through the steps so you can keep your environment accurate, secure, and up to date.

Step 1: Go to User Management

1. Log in to the Fostr App.
2. From the left‑hand menu, select Settings → User Management.
3. You’ll see a list of everyone with access to your company’s Fostr environment, including their role, team, and access status (Active, Invited, Inactive).

Step 2: Add a New User

1. Click Invite User.
2. Enter the new team member’s work email address.
3. Choose their role:
   • Admin – full access including configuration and user management
   • Manager – oversees teams and approves work
   • Member – standard role for contributing to records and actions
   • Viewer – read‑only access
4. (Optional) Assign a Team or Department for organizational grouping.
5. Select Send Invite.

The user receives an email invitation from Fostr AI. Once accepted, their status updates to Active and they can log in immediately.

If your organization uses Single Sign‑On (SSO) through Google Workspace or Microsoft 365, users can securely sign in using existing company credentials.

Step 3: Offboard or Remove a User