Multi-Tenant Account and User Management
Our platform is designed with a multi-tenant structure suitable for corporate needs, offering maximum security and isolation.
Mandatory Security Rule
In our platform, companies do not log in; only company users log in! There is no concept of a "company password" or "company login." Companies are simply containers where data is hosted and isolated. Users log in with their email address and password, and access their own company data based on their associated company_id.
User Roles and Authorization (RBAC)
Each company user is assigned one of 3 roles according to their authority in the organization:
- Owner: The most authorized user in the company. They have all permissions (
*) including billing, subscription plan upgrades/downgrades, and company settings. - Admin: Authorized for user management (User role only), assistant creation, configuring AI and API functions, and file/template management.
- User (Operator): Authorized only to view operational dashboards, monitor email traffic, and review analytical reports. They cannot change any settings or manage users.
Adding New Users and Invitation Process
After logging into the company panel, go to Settings > Users. Click the "Invite New User" button, enter the email address of the invitee, and select their role. The system sends an email containing a special activation token to the invited email. The user clicks this link to set their password (hashed with bcrypt) and activates their account.
Defining Departments
For your assistant to route incoming requests to the correct units, you must first define your departments (e.g., Sales, Support, Accounting) and their email addresses. The AI assistant detects the intent from the incoming email's content and matches it with the database record of the relevant department.