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7. User Management & Permissions

User Management & Collaboration Guide
Empower Your Team, Secure Your AI Workflows

1. Adding & Managing Users

Description: Seamlessly onboard collaborators and manage access to AI tools, datasets, and projects.

Steps:

  1. Navigate: Go to Settings > Team Management.

  2. Add Users: Click Invite Members and enter emails. Assign roles:

    • Admin: Full access (billing, permissions, AI model training).

    • Content Creator: Generate/edit text, images, and videos.

    • Reviewer: View and approve outputs without editing rights.

  3. Organize: Create Project Groups (e.g., "Social Media Team") for bulk permissions.

Tip: Use Guest Access for freelancers to restrict sensitive actions like data exports.

2. Assigning Roles & Permissions

Description: Tailor access to protect proprietary AI models and streamline collaboration.

Steps:

  1. In Team Management, select a user and choose:

    • Predefined Roles: Content Creator, Reviewer, AI Trainer.

    • Custom Role: Mix permissions (e.g., allow video generation but block voice cloning).

  2. Restrict critical features:

    • Brand Voice Settings: Limit to senior editors.

    • AI Model Training: Restrict to data scientists.

  3. Save and notify users via automated email.

Example: Grant marketers access to AI Social Media tools but block code generation features.

3. Monitoring User Activity

Description: Track AI-generated content, edits, and security-critical actions.

Steps:

  1. Go to Team Management > Activity Logs.

  2. Filter by:

    • User: See who trained AI models or exported data.

    • Action: Monitor edits to Brand Voice or access to payment settings.

    • Date: Audit recent changes before key deadlines.

  3. Flag anomalies (e.g., unauthorized model training) and reset credentials if needed.

Tip: Enable Weekly Activity Digests for automated reports on team productivity.

4. Setting Up Two-Factor Authentication (2FA)

Description: Protect AI-generated content and sensitive datasets with an extra security layer.

Steps:

  1. Admins: Enforce 2FA under Security Settings > Mandatory 2FA.

  2. Users: During login, select:

    • Authenticator App (Recommended): Google Authenticator, Authy.

    • SMS Backup: For emergency access.

  3. Recovery Codes: Generate in Security Settings for account restoration.

Example: Require 2FA for users with access to Voice Cloning or Proprietary Training Data.

5. Managing Team Collaboration

Description: Foster seamless teamwork on AI-driven projects.

Steps:

  1. Shared Workspaces:

    • Create Projects (e.g., "Q4 Campaign") and invite members.

    • Set permissions per workspace (e.g., "View Only" for stakeholders).

  2. Collaborative Editing:

    • Co-edit AI-generated drafts with real-time suggestions.

    • Use Version History to track changes and restore prior versions.

  3. Task Automation:

    • Assign AI-generated tasks (e.g., "Review blog by Friday") with deadlines.

Tip: Use AI Meeting Summaries to auto-generate notes from project discussions.

Why Effective User Management Matters for Lettora AI:

  • Security: Protect voice clones, custom AI models, and client data.

  • Efficiency: Streamline workflows for AI content generation and editing.

  • Compliance: Meet GDPR/CCPA standards for data handling and user consent.

Next Steps: