Sight AIDocs

Managing Teams and Roles

Collaborate with team members and manage access to your Sight AI account.

Overview

Sight AI uses a team-based structure where all sites and billing are managed at the team level. This allows multiple users to collaborate on content while maintaining appropriate access controls.

Team Structure

When you create a Sight AI account:

  • A default team is created for you
  • You become the Owner of that team
  • All sites you create belong to your team
  • Billing is managed at the team level

User Roles

Sight AI has three roles with different permission levels:

Owner

Full control over the team:

  • Manage billing and subscription
  • Add and remove team members
  • Change member roles
  • Create and delete sites
  • Access all content and settings
  • Delete the team

Note: Each team has exactly one Owner.

Admin

Content management without billing access:

  • Create and manage sites
  • Generate and publish content
  • Configure integrations
  • Invite new members (as Admin or Member)
  • View all team content
  • Cannot access billing
  • Cannot change Owner or delete team

Member

View-only access:

  • View sites and content
  • View articles and reports
  • Cannot create or edit content
  • Cannot modify settings
  • Cannot manage integrations
  • Cannot invite members

Inviting Team Members

  1. Go to Team Settings
  2. Click "Invite Member"
  3. Enter the email address
  4. Select a role (Admin or Member)
  5. Click "Send Invite"

The invited user will receive an email with a link to join your team.

Accepting an Invitation

  1. Check your email for the invitation
  2. Click "Accept Invitation"
  3. Sign in or create a Sight AI account
  4. You'll be added to the team automatically

Managing Team Members

Change a Member's Role

  1. Go to Team Settings
  2. Find the member in the list
  3. Click the role dropdown
  4. Select the new role
  5. Confirm the change

Remove a Team Member

  1. Go to Team Settings
  2. Find the member to remove
  3. Click "Remove"
  4. Confirm the removal

Removed members lose access immediately but their contributions remain.

Switching Teams

If you belong to multiple teams:

  1. Click the team name in the sidebar
  2. Select another team from the dropdown
  3. Or click "Create New Team"

Creating Additional Teams

You can create additional teams for different organizations or projects:

  1. Click the team switcher
  2. Click "Create New Team"
  3. Enter the team name
  4. Set up a subscription for the new team

Note: Each team has its own subscription and billing.

Transferring Ownership

To transfer team ownership to another member:

  1. Contact Sight AI support
  2. Provide details of the new owner
  3. Both parties must confirm the transfer

This is handled manually to ensure security.

Team Settings

Owners and Admins can configure:

  • Team Name – Display name for the team
  • Default AI Settings – Team-wide content preferences
  • Notification Preferences – Email notifications for the team

Best Practices

  • Use appropriate roles – Don't give Admin access unless needed
  • Audit regularly – Review team members periodically
  • Remove inactive users – Clean up access when people leave
  • Use descriptive team names – Especially if you have multiple teams

Next Steps