User Management lets administrators control who has access to Generate and what they can do within the platform.
Viewing Users
The Users section shows all accounts in your organization:
- Name and email — User identity
- Team — Which team(s) the user belongs to
- Role — Admin, member, or viewer
- Status — Active, invited, or deactivated
Inviting New Users
Enter their email
Type the email address of the person you want to invite. Set their role
Choose a starting role template, or build a custom set of permissions:
- Admin — Full access to every feature
- Editor — Can create and edit content
- Viewer — Can view and read content only
- Custom — Hand-pick specific permissions across categories like New chat, Chats, Agents, Projects, Skills, Connectors, Settings, and Admin settings
Picking individual permissions automatically detects and highlights the closest matching template — or Custom if your selection doesn’t match one. Assign to a team (optional)
Add the user to one or more teams for organized access.
Send invitation
Click Send. The user will receive an email with instructions to create their account.
Managing Existing Users
Click on any user to:
- Change their role — Promote or adjust permissions
- Reassign teams — Move users between teams
- Deactivate account — Disable access without deleting the account
- Delete account — Permanently remove the user
Deactivating a user preserves their data and conversations. Deleting a user is permanent — their personal data will be removed, though conversations they participated in will remain.
User Roles
| Role | Chat | Agents | Projects | Knowledge Base | Admin Panel |
|---|
| Admin | Full | Full | Full | Full | Full |
| Editor | Full | Full | Full | Full | No access |
| Viewer | Read only | View only | View only | View only | No access |
| Custom | Depends on selected permissions | | | | |
Use Custom when a user needs, say, Editor-level access to Agents but Viewer-level access to Projects. Each permission is labeled by risk when you’re selecting it — destructive actions like delete/admin permissions are flagged differently from safe, read-only ones.
Re-inviting a Deactivated User
If you try to invite an email address that belongs to a previously deactivated user, Generate asks you to confirm:
Click Delete and create fresh to permanently remove the old account and its team assignments, then send a brand-new invitation with the role and teams you just set. If the old account was provisioned through SSO, the modal names the identity provider and suggests re-adding the person there instead, so automatic provisioning picks them back up. 
