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Identity

The Identity screen is where you manage who can access your Flametree workspace and what each person is allowed to do. Open it from Settings > Identity in the left menu.

The screen has two tabs:

  • Users — add team members, assign roles, set operator schedules, and remove accounts.
  • Tenants — keep your organization's workspace details current and copy the tenant API key.

A tenant is your organization's workspace in Flametree. It holds all of your configuration and data: AI agents, channels, knowledge sources, campaigns, and billing information. Users are the people who work inside that workspace — each user belongs to exactly one tenant and has a role that defines what they can see and do.

When you register on the portal, your first tenant is created automatically and your account receives the Tenant Admin role — see Sign up.

TaskTab
Add a user and set their initial passwordUsers
Set an operator scheduleUsers
Change a user's role or nameUsers
Remove a userUsers
Edit tenant information — name, billing email, timezone, addressTenants
Copy the tenant API keyTenants

Before you start​

  • You are signed in to the portal with the Tenant Admin role. Only Tenant Admins see Identity in the menu — other roles cannot open the screen.
  • This screen manages access for your whole team. For your own account, see Profile & Billing.

View and find users​

  1. In the left menu, go to Settings > Identity.
  2. Open the Users tab.
  3. To find a user, type a name or email into the search field (Enter name or email).

The table shows each user's ID, Name, Email, Role, Tenant, Created On, and Modified On. When you first register, the list contains only your own account.

Add a user​

  1. On the Users tab, click Add User.
  2. Fill in the Add user form:
    • Name — the user's display name. Required.
    • Email — the address the user signs in with. Required.
    • Password — the initial password for the account. Required.
    • Role — the user's access level. See Choose the right role.
    • Tenant — the workspace the user belongs to.
  3. For users with the Tenant Operator role, optionally set the Operator schedule — see Set an operator schedule.
  4. Click Save.

A User created successfully notification appears, and the new user shows up in the table. Share the email and password with the user so they can sign in to the portal.

note

Each user belongs to exactly one tenant. Email and Password are set when the account is created — they cannot be changed later in the Edit user dialog.

Set an operator schedule​

For users with the Tenant Operator role, the Operator schedule section of the Add user and Edit user dialogs defines the operator's working days and hours.

  1. In the dialog, find the day of the week you want to schedule.
  2. Click + next to the day to add a time range.
  3. Enter the start hour and end hour (0–24).
  4. Add more ranges to the same day if needed, or remove a range with the delete icon.
  5. Click Save.
tip

You enter hours in your local time. The schedule is stored in UTC and converted back automatically, so it stays correct for team members in different timezones.

Change a user's role or name​

  1. On the Users tab, find the user in the table.
  2. Click the edit (pencil) icon in the user's row.
  3. In the Edit user dialog, change the Name, Role, Tenant, or Operator schedule.
  4. Click Save.

A User updated successfully notification confirms the change.

Remove a user​

  1. On the Users tab, find the user in the table.
  2. Click the delete (trash) icon in the user's row.
  3. In the Delete this user? confirmation, click Yes.

A User deleted successfully notification appears, and the user can no longer sign in to your workspace.

warning

Keep at least one Tenant Admin in your tenant. Only admins can open Identity — if no admin remains, nobody in your organization can manage users or tenant settings.

Edit tenant information​

The Tenants tab shows your organization's workspace details. By default the list contains one tenant — the workspace created when you registered. If your list has several tenants, use the search field (Enter name, description or label) to find one.

The table shows the tenant's Name, Description, Billing email, Phone, Address, and Created On date.

  1. On the Tenants tab, click the edit (pencil) icon in the tenant's row.
  2. In the Edit tenant dialog, update the fields:
    • Name — your company (tenant) name. Required.
    • Description — a short description of the tenant.
    • Phone — contact number: 7 to 15 digits, with an optional leading +.
    • Billing email — the address used for billing contact. Required.
    • Country — select from the dropdown.
    • Street — mailing address.
    • ZIP code — postal code, 3 to 10 characters.
    • Website — company website; must start with http:// or https://.
    • Timezone — the timezone used to display dates and times in the portal.
  3. Click Save.

The updated values appear in the table immediately.

tip

Set the Timezone early. Timestamps in the portal, such as Created On and Modified On, are shown in the tenant timezone, which keeps them consistent for your whole team.

Keep the Billing email pointed at a mailbox your finance or admin team actually reads. For plans, payment methods, and usage, see Profile & Billing.

note

The Add tenant button is available to platform administrators only. Tenant Admins manage their existing tenant and cannot create additional tenants from this screen.

Copy the tenant API key​

The tenant API key authenticates API calls made on behalf of your tenant.

  1. On the Tenants tab, find your tenant's row.
  2. Click the key icon (Copy api key).
  3. The key is copied to your clipboard, and the Api key copied to clipboard message confirms it.
warning

Treat the API key like a password — anyone who has it can act on behalf of your tenant. Store it in a secret manager, and never commit it to code repositories or paste it into shared documents.

Choose the right role​

Every user has exactly one role. The role controls which sections of the portal appear in the user's left menu and which actions they can perform. You assign roles when you add a user or change one later.

RoleBest forSummary
Tenant AdminWorkspace owners and administratorsFull access to every section, including user management, tenant settings, channels, and configuration.
Tenant UserTeam members who test agentsWorks in the Playground: tests AI agents and reviews test dialogs. No configuration access.
Tenant ViewerStakeholders who need read-only visibilitySees Playground, Knowledge Sources, Sessions, and Human Agents in read-only mode — no create, edit, or delete actions.
Tenant OperatorPeople who answer live conversationsThe portal describes this role as "Manage 360 View, Human Agents, Campaigns, and Analytics". Day to day, operators accept and resolve conversations in Human Agents, review Sessions, and use Analytics. No configuration access.

What each role sees in the left menu​

Menu sectionTenant AdminTenant UserTenant ViewerTenant Operator
AI Agents > Agents✅❌❌❌
AI Agents > Playground✅✅✅❌
AI Agents > Tools✅❌❌❌
AI Agents > Knowledge Sources✅❌✅❌
AI Agents > Products✅❌❌❌
Sessions✅❌✅✅
360 View✅❌❌❌
Human Agents✅❌✅✅
Campaigns✅❌❌❌
Analytics✅❌❌✅
Settings✅❌❌❌
Docs✅✅✅✅

Menu visibility is not the same as edit rights: Tenant Viewer opens its sections in read-only mode, while Tenant Admin and Tenant Operator can act within every section they see.

Tenant Operator menu vs role scope

The portal's description of the Tenant Operator role is "Manage 360 View, Human Agents, Campaigns, and Analytics", and after signing in an Operator lands on Campaigns > Flows — but the left menu currently shows the narrower set in the matrix above. If a section an operator needs is missing from their menu, contact your administrator.

For the canonical matrix and per-role action details, see Roles and permissions.

A few guidelines:

  • Start new team members as Tenant User and upgrade only when necessary.
  • Use Tenant Operator for people who answer live conversations — their workspace is Human Agents.
  • Use Tenant Viewer for managers and stakeholders who only need visibility.
  • Keep Tenant Admin to the smallest possible group — admins control users, tenant settings, and all configuration.
  • Review the user list regularly and remove accounts that are no longer needed.

Common issues​

  • You don't see Identity in the menu. Your role is not Tenant Admin. Ask an admin in your organization to change your role or to make the change for you.
  • A user reports missing menu items. That is their role working as designed — compare the menu table in Choose the right role and change the role on the Users tab if needed.
  • A new user can't sign in. Check that the email in their account is typed correctly and that you shared the password you set when creating the account.
  • An operator or viewer asks for configuration access. Expected — only Tenant Admin can configure agents, channels, and the tenant. Change the user's role if they truly need it.
  • The edit button on the Tenants tab is disabled with a Readonly tooltip. The tenant is read-only for your account and cannot be edited from the portal. Contact support.
  • Phone or website fails validation in the Edit tenant dialog. Phone must be 7 to 15 digits with an optional leading +; the website must start with http:// or https://.

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