Member Management

Inviting Members

Organization admins can invite new members to join the organization. To invite a member:

  1. Navigate to your organization's Members page.
  2. Click "Invite Member".
  3. Enter the member's email address.
  4. Select the role to assign (org_admin or org_member).
  5. Click "Send Invitation".

The invited user will receive an email with instructions to join your organization. If they don't already have an AI Assess account, they will be prompted to create one first.

Roles and Permissions

Each organization member is assigned one of two roles:

  • org_admin — Full administrative access to the organization.
    • Create and edit policies.
    • Invite and remove members.
    • Change member roles.
    • View all vendor assessments and policy decisions.
    • Submit assessment requests.
  • org_member — Standard member access.
    • View vendor assessments and policy decisions.
    • Submit assessment requests.
    • Add vendors to their personal watchlist.

Removing Members

To remove a member from your organization:

  1. Go to the Members page.
  2. Find the member you want to remove.
  3. Click the "Remove" button next to their name.
  4. Confirm the removal.

Removed members will lose access to all organization-specific features including policy decisions and assessment requests. Their personal AI Assess account remains active.

An organization must have at least one org_admin. You cannot remove the last admin without first promoting another member.

Member Management — AI Assess