Invite company users
Once you've added a company to your pipeline, you can invite users from that company to AICA. This gives them access to upload documents, connect their GST, share financial data, and collaborate directly on the platform.
Invite a company user
Open the company profile
From the Leads page, click on the company name of the company you'd like to set up users for. This opens their full company profile.
Switch to the company's account
Inside the company profile, click the three-dot menu (kebab menu) in the top-right corner to open the actions dropdown. Select View Account to switch into the company's own view of AICA.
Open Manage Team from the company's account
You are now viewing AICA as the company would see it. Click the profile icon in the top-right corner to open the dropdown, then select Manage Team.
Add a new user
On the Manage Team panel, click the Add User button in the top-right corner. An Add User pop-up will appear. Fill in the following details:
- Full Name — The user's full name
- Email — Their email address (this will be used for login)
- Phone Number — Contact number with country code
- Job Role — Their role within the company
Make sure the Send invite on email checkbox is selected, then click Add.
What happens next
Once you click Add, an invitation email is sent to the company user. They will be asked to:
- Verify their email address by clicking the link in the invitation
- Set up their account password
After completing these steps, the user can log in to AICA and start using the platform — uploading documents, connecting GST, viewing their AICA Report, and more.
You can add multiple users for a single company. Each person receives their own invitation email and sets up their own login credentials.
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