> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.conversive.ai/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server. # User Management ### Overview This section is only accessible to Admin Users. A dedicated section to manage your users and licenses. View your available/used licenses and invite more users as per business requirements. You can view the License details by selecting Account ID and the License Type with ease. A count of the Total licenses and Available Licenses is shown next to License Type. #### **User Details** All the users in the selected Account are listed in the User Details list. You can carry out the following actions here – 1. Invite User 2. Change User Role 3. Remove License 4. Delete User ![Uwibr07kmtuphbh5fktOdA](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:05:41.604Z/user-guides/all-about-conversive/account-settings/user-management/Uwibr07kmtuphbh5fktOdA.png "Uwibr07kmtuphbh5fktOdA") ### How can I invite more users in my Conversive account? Follow the below steps to add/invite a new user to your account – * Click on Invite User * If you have enough Available licenses, you will be able to invite a new user. If not, kindly contact [care@conversive.ai](mailto:care@conversive.ai) to purchase more user licenses. * Add the email address of the users you wish to invite one by one * The count of Available Licenses will keep on updating as you add users * Click on Invite. You can select user roles while sending the user invite. * An Invitation email with the Subject “You're invited to join Conversive” will be sent to the entered email addresses * You can keep track of the invite status in the User Details table ![YD5DWgZanSnb9gECZQB7Yw](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:06:32.279Z/user-guides/all-about-conversive/account-settings/user-management/YD5DWgZanSnb9gECZQB7Yw.png "YD5DWgZanSnb9gECZQB7Yw")![mgHdEZ5OR3B1Pw5BDCQ9fQ](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:06:52.187Z/user-guides/all-about-conversive/account-settings/user-management/mgHdEZ5OR3B1Pw5BDCQ9fQ.png "mgHdEZ5OR3B1Pw5BDCQ9fQ") Follow the below steps to Join Conversive on receiving an Invitation - * Click on the “Join Now” link in the Invitation Email * Follow the relevant Sign-Up mechanism for your business and start using Conversive Web Portal services. ![6bD6PDUEXhzSveFeEJdrpw](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:07:22.338Z/user-guides/all-about-conversive/account-settings/user-management/6bD6PDUEXhzSveFeEJdrpw.png "6bD6PDUEXhzSveFeEJdrpw") ### **How can I change user role for a user?** * There are 4 User Roles available on Conversive Web Portal you can check the available permission for each role from Feature Permission Tab * Admin User – All the services of Web Portal are accessible * Content Creator * Monitoring User * Agent * Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Change User Role. ![oVnaezv6BKr9DXEn8LPpMQ](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:08:07.640Z/user-guides/all-about-conversive/account-settings/user-management/oVnaezv6BKr9DXEn8LPpMQ.png "oVnaezv6BKr9DXEn8LPpMQ") * Select the required Role in the Dialog box * Click on Save Changes button * Based on the User role saved, the access rights of the user will change ![Z0v4hjqDZjRHj335qHTdIA (1)](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:08:58.485Z/user-guides/all-about-conversive/account-settings/user-management/Z0v4hjqDZjRHj335qHTdIA_\(1\).png "Z0v4hjqDZjRHj335qHTdIA (1)") #### **How can I remove license for a user?** * Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Unassign License. * Click on Remove to confirm the removal of the license. ![WgLFXe46vlPb548d04rASA](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:09:39.584Z/user-guides/all-about-conversive/account-settings/user-management/WgLFXe46vlPb548d04rASA.png "WgLFXe46vlPb548d04rASA") * The user will be removed from the User Details list and a License will be added to the Available License Count. * The License will be added to the Available License Count. ![cAj4UwU9jUL2nr1gTyQB1A](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T11:10:09.221Z/user-guides/all-about-conversive/account-settings/user-management/cAj4UwU9jUL2nr1gTyQB1A.png "cAj4UwU9jUL2nr1gTyQB1A") #### **How can I Delete User?** * Hover over the user record you want to Delete and click on the Ellipsis icon. Click on the Delete User button. * A confirmation box will appear. Click on the Delete button. * Once you delete the user, their license will be added to the Available License Count. Note: If you wish to avail this feature and not have access to it, please contact [care@conversive.ai](mailto:care@conversive.ai). ## Frequently Asked Questions 1. **What all permissions are available to each role?** * The available permissions for each role can be viewed in the Feature Permission tab in the Account Settings. 2. **Can I have more than one admin user?** * No, you cannot have more than one admin user. 3. **Can I change the user role to admin for another user?** * Yes, you can change another user's role to admin, but your admin access will be revoked and provided to that user. 4. **Can I delete a user and invite a new user?** * Yes, you can delete a user and invite a new user. Once you delete a user, their license will be added to the Available License Count, allowing you to invite another user. 5. **Can I give additional permission to an individual user?** * No, existing permissions cannot change for individual users; however, you can change their user role, which may grant them different permissions based on the new role selected.