Team Management

Organization admins can invite team members to their XC AI Content Automation workspace and control what each person is allowed to do by assigning roles. This guide covers the available roles, how to send and manage invitations, and what the experience looks like for someone who receives an invite.

Note: The features described in this guide are only available to users with the Admin role. Members cannot invite users, change roles, or manage invitations.

Roles

Every user in an organization is assigned one of two roles: Member or Admin.

Member

Members are the day-to-day content creators. A Member can:

• Create and manage projects.
• Upload product data from CSV, XML, or a connected store.
• Configure AI settings and generate content.
• Review, approve, and reject generated descriptions.
• Sync approved content to connected stores.

Members cannot manage team members, edit organization settings, configure AI provider API keys, or access billing information.

Admin

Admins have everything a Member has, plus full control over the organization. In addition to all Member capabilities, an Admin can:

• Invite new users and manage existing team members (change roles, deactivate accounts).
• Edit organization settings such as the organization name.
• Configure AI provider API keys (Anthropic, DeepSeek, Google).
• View usage dashboards and billing details.
• Enforce a two-factor authentication (2FA) policy for the entire organization.

Inviting a User

1. Navigate to Settings and open the Team Members tab.
2. Click Invite User.
3. Enter the person's email address and select their role -- Admin or Member.
4. Click Send Invitation.

The invitee will receive an email containing a link to accept the invitation. Invitations expire after 7 days. If the link expires before the person accepts, you can resend the invitation (see below).

Managing Pending Invitations

Pending invitations are displayed below the active users list on the Team Members tab. Each pending invitation shows the invitee's email address, the assigned role, and the date the invitation was sent. You have two actions available:

• Resend -- Sends a fresh invitation email to the invitee. This generates a new acceptance link and resets the 7-day expiry window. Use this if the original email was lost or the link expired.
• Revoke -- Cancels the invitation entirely. The acceptance link is invalidated immediately, and the invitee will no longer be able to join the organization through that invitation. You can always send a new invitation later if needed.

Accepting an Invitation

This section describes the process from the invitee's perspective.

1. The invitee opens the invitation email and clicks the acceptance link.
2. They are taken to a page that displays the organization name and the role they have been assigned.
3. They fill in their full name and set a password for their new account.
4. After submitting the form, their account is created and they can log in immediately.

Once logged in, the new user will see the organization's projects and data according to the permissions of their assigned role.