> ## Documentation Index
> Fetch the complete documentation index at: https://docs.consile.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team, users and access

> Invite colleagues, choose roles, and give each user access to your connectors. With single connectors the first user is included, and each extra user costs 50% of the connector's price. With the membership you give one licence per person.

*[Læs siden på dansk](https://docs.consile.ai/portal/team.md)*

Under **Team** in the [portal](https://app.consile.ai/team), an administrator
controls who in the company can use Consile and what each person may do. **Team**
is in the menu at the top of the portal. The menu under **Team** has the pages
**People**, **Access overview**, **Activity** and **Approvals**.

Three things fit together:

* The organization owns the subscriptions and the connections to your systems.
* The role decides who may change the team, subscriptions and billing.
* MCP access decides which connectors each user can use from their AI. It is
  given per user and per connector, administrators included. If you have the
  [Consile Studio membership](https://docs.consile.ai/en/portal/membership.md) or
  [the free edition](https://docs.consile.ai/en/portal/free-edition.md), you give one licence per person
  instead. See [Membership licence](#membership-licence).

> [!NOTE]
>
> The portal is shown in English until you choose Danish under the globe icon.
> This page uses the portal's English labels. See
> [Language and currency](https://docs.consile.ai/en/portal/log-in.md#language-and-currency).

## The tabs under Team

| Tab | What it shows |
| - | - |
| **People** | The team list with roles. If the organization has AI bots, the tab is called **People and bots**. See [AI bots under Team](#ai-bots-under-team). |
| **Access overview** | Every person and every MCP on one screen, and who can change data. Administrators only. |
| **Profiles** | Fixed packages of access. Administrators only. See [Profiles](https://docs.consile.ai/en/portal/profiles.md). |
| **Activity** | Who used which tool and when. Administrators only. See [Activity log](https://docs.consile.ai/en/portal/activity.md). |
| **Approvals** | Tools that require approval, and calls waiting for an answer. Administrators only. The number on the tab shows how many calls are waiting. See [Approvals](https://docs.consile.ai/en/portal/approvals.md). |

## Roles

Each user is either **Administrator** or **Member**.

| What the role can do | Administrator | Member |
| - | - | - |
| Use the connectors they have been given access to | Yes | Yes |
| See the team, subscriptions and usage | Yes | Yes |
| Connect an agreement that is not connected yet | Yes | Yes |
| Reconnect an agreement, and disconnect a connection or remove an agreement | Yes | No |
| Choose, change and unlock the company on a connection ([company lock](https://docs.consile.ai/en/portal/company-lock.md)) | Yes | No |
| Invite and remove colleagues and change roles | Yes | No |
| Give and remove access and membership licences, and choose the access level | Yes | No |
| Switch tools on and off for the organization and activate new tools | Yes | No |
| See the [activity log](https://docs.consile.ai/en/portal/activity.md) | Yes | No |
| Set rules for [approval](https://docs.consile.ai/en/portal/approvals.md) and approve or refuse calls | Yes | No |
| Build [own connectors](https://docs.consile.ai/en/studio/own-connectors.md) for AI assistants in Studio | Yes | Yes |
| Create, rename and delete [customers](https://docs.consile.ai/en/studio/customers.md) in Studio and attach an agreement to a customer | Yes | No |
| Share own connectors with colleagues | Yes | No |
| Build and manage [AI bots](https://docs.consile.ai/en/studio/ai-bots.md) | Yes | No |
| Buy connectors, the membership and extra own connectors, and add or remove agreements | Yes | No |
| Cancel subscriptions and open the Stripe customer portal (invoices and payment cards) | Yes | No |
| Delete the account | Yes | No |

An agreement is one connection to a system, for example an e-conomic agreement or
a Shopify store. In a few places the portal also calls it a portal.

The person who creates the organization automatically becomes an administrator.
Colleagues you invite start as **Member**. An administrator changes the role in
the menu next to the person on the list, and you can have several administrators.
The organization must always have at least one administrator, and you cannot
remove yourself. If you need to leave the organization, make a colleague an
administrator and ask them to remove you.

A member sees the team list with roles, but not who has access to which
connectors. At the top of the page it says *Only administrators can change the
team - contact your administrator.* The buttons for buying, cancellation and
payment are gray for a member. See also [Pricing & payment](https://docs.consile.ai/en/portal/pricing.md).

## Invite a colleague

**1. Send the invitation**

Open **Team** and click **Invite person**. Type your colleague's email in the
**Invite a colleague** window and click **Send invitation**. Your colleague
gets an email with a login link. Inviting is free.

**2. Your colleague logs in via the link**

Until your colleague has logged in via the link in the email, **Invited**
appears in front of the email on the list. See
[Log in to the portal](https://docs.consile.ai/en/portal/log-in.md).

**3. Give access to the connectors your colleague needs**

A new member has no access to your connectors until you give it. You can give
access while your colleague still shows as **Invited**. An extra user is
billed from the moment you give access. See the next section.

> [!TIP]
>
> If the email has not arrived, ask your colleague to check their spam filter, and
> send the invitation again to the same email. That sends a new email, and the
> link in the first email then stops working. The access you have already given
> carries over.

> [!WARNING]
>
> Do not buy a connector a second time to give a colleague access. If a colleague
> logs in to app.consile.ai without an invitation, they can end up in a new, empty
> organization that cannot see your connectors. Invite your colleague to your team
> and give access instead. An extra user costs half of a new subscription.

### Has a colleague already created their own organization?

1. Invite your colleague's email under **Team**, and give access to the connectors
   they need.
2. Your colleague logs out of the portal and logs in via the link in the
   invitation.
3. Your colleague removes the connector in their AI and adds it again. At login it
   is linked to your organization.

If your colleague has bought a connector in their own organization, they can
cancel it there under [Subscription](https://docs.consile.ai/en/portal/subscription.md).

## Give access to a connector

Each user needs access to a connector to use it from their AI. That includes
administrators. Whoever buys a connector automatically gets access to it as the
user included in the price.

**1. Open the person's page**

Click the person's name on the list, or click **Edit access**. At the top it
shows how many connectors the person has access to, for example *3 of 5
MCPs*. The **MCPs** card has a line for each connector you subscribe to.

**2. Choose access per connector**

Each line has a selector with **None**, **All tools** and **Custom**. For
e-conomic you choose between **None**, **Read only (28)**, **Full access
(40)** and **Custom**, and for Uniconta between **None**, **Read only
(21)**, **Full access (25)** and **Custom**. The numbers count the tools the
organization has switched on (see [Tools and new tools](https://docs.consile.ai/en/portal/tools.md)),
so they can be lower for you. Click **Tools** on the line to see which tools
the choice gives. See [Access level for e-conomic](#access-level-for-e-conomic),
[Access level for Uniconta](#access-level-for-uniconta) and
[Custom access](#custom-access).

**3. Confirm the price if it is an extra user**

If the user is the first on the connector, they get access right away, and
the portal says *Access granted. No extra charge, it's included in the base
price.* If it is an extra user, the portal first opens the **Confirm an extra
user** window with the price per month and the text *Billed pro rata from
today.* Click **Confirm and grant access**, or **Cancel** to leave it.

Access works within a few seconds, and the user does not need to add the
connector in their AI again. Access to a connector covers all of the connector's
agreements.

To remove a user's access, choose **None** and confirm with **Remove access**. If
other users are still on the connector, the portal shows what you save per month.
If you remove the last user, you save nothing, because the monthly price always
covers one user.

## Price for extra users

* The connector's monthly price covers 1 user and 1 agreement.
* Each extra user with access to a connector costs 50% of the connector's monthly
  price. Example: e-conomic costs 299 DKK/month excl. VAT. If three users have
  access, you pay 299 + 2 × 149.50 = 598 DKK/month excl. VAT.
* It is the number of users with access that counts, not who got access first.
* An extra user is charged pro rata from the day you give access. If you remove
  the access again, the price is also adjusted pro rata.
* Invitations and colleagues without access to any connector cost nothing.
* The access level and a custom list do not affect the price.

Under [Subscription](https://docs.consile.ai/en/portal/subscription.md), the number of users appears under
the connector, for example *3 users (2 extra at 149.50 kr)*. The prices for all
connectors are under [Pricing & payment](https://docs.consile.ai/en/portal/pricing.md). With the membership
you pay per licence instead. See [Membership licence](#membership-licence).

## Membership licence

With the [Consile Studio membership](https://docs.consile.ai/en/portal/membership.md), you give one licence
per person instead of access per system. The licence covers all of the
membership's systems. The same applies to
[the free edition](https://docs.consile.ai/en/portal/free-edition.md), which has one licence.

**1. Open the person's page**

Click the person's name under **Team**. The **Membership licence** card sits
above the list of systems and says whether the person has the licence.

**2. Give the licence**

Click **Give the licence**. If it costs one more user, the **Confirm an extra
user** window opens with the amount, for example *+174.50 kr/mo.*, and the
text *Billed pro rata from today.* Click **Confirm and grant access**.

* The first user is included in the membership's base price. Each extra user
  costs half price, 174.50 DKK/month excl. VAT. See
  [Price](https://docs.consile.ai/en/portal/membership.md#price).
* A system the licence covers shows *Covered by the membership* until you choose
  an access level for it, and the selector has no **None**. The access level can
  still be set per system, for example **Read only** or **Custom**. It costs
  nothing extra.
* If you try to give a person without the licence access to a system you only
  have through the membership, the portal answers: *That system is already
  covered by the organisation's Studio membership. Give this person the
  membership licence, or change their access level, instead of granting or
  removing access to the single system.*
* A [profile](https://docs.consile.ai/en/portal/profiles.md) cannot be given to a person with the licence.

### Remove the licence

Click **Remove the licence** and confirm. If the person also has their own access
to a system you have bought separately, that access is kept and charged on its
own. The subscription can then go up. The portal shows this in an extra window,
**This makes the subscription more expensive**, with the amount per month. Click
**Remove the licence and raise the subscription** to continue.

### The free edition has one user

If you try to give the licence to one more person in the free edition, the portal
answers:

*The plan includes one user, and the licence is assigned. Remove it from a
colleague first if somebody else needs it.*

### When the membership is paused

If a payment for the membership does not go through, **People** shows a band that
begins with *The \<name> membership is paused because the payment did not go
through.* The licences are kept and are still on the bill, but they give no access
until the payment is sorted out. Meanwhile you cannot give the licence to more
people, but you can remove it. See
[Cancellation and failed payment](https://docs.consile.ai/en/portal/membership.md#cancellation-and-failed-payment).

## Access level for e-conomic

For e-conomic, an administrator chooses per user how much the user's AI may do.
Besides e-conomic, Uniconta has access levels (see
[Access level for Uniconta](#access-level-for-uniconta)).

| Level | Tools | What the user's AI can do |
| - | - | - |
| **Read only** | 28 | Read customers, invoices, chart of accounts, balances, entries, daily journals and master data. No changes. |
| **Full access** | 40 | Everything in Read only plus the 12 write tools for customers, draft invoices, credit notes and daily journals, including posting daily journal entries. A change is carried out only once the call is confirmed. See [Actions & guardrails](https://docs.consile.ai/en/essentials/actions-and-guardrails.md). |

* Both levels cost the same.
* The default is **Full access**. Whoever buys e-conomic therefore starts with
  full access. In the portal, **Full access** is marked with a small dot. If you
  hover over it, it says *Full access: the AI can create and change data in
  e-conomic.*
* You change the level by choosing the other level. It needs no price
  confirmation.
* If you choose a level for a user who does not have access to e-conomic yet, the
  user gets access at the same time. If it is an extra user, you confirm the
  purchase first.
* The level applies to all of the user's e-conomic agreements.
* On **Read only**, Consile blocks all write operations on the server for that
  user. The write tools do not show in the user's AI, and a call to them is
  refused without anything being changed. The connection to e-conomic still
  belongs to the company, so colleagues with **Full access** can still create and
  change data.
* The change takes effect within a few seconds. A conversation that is already
  open can still show the old tools, but a write call is refused. Start a new
  conversation to get the updated list.
* In [Microsoft 365 Copilot](https://docs.consile.ai/en/connect/connect-microsoft-copilot.md) (pilot), a
  user on **Read only** still sees the write actions, but they are refused.

## Access level for Uniconta

For Uniconta the levels work the same way as for e-conomic.

| Level | Tools | What the user's AI can do |
| - | - | - |
| **Read only** | 21 | Read accounting, debtors, creditors, inventory and daily journals. No changes. |
| **Full access** | 25 | Everything in Read only plus the 4 write tools in the daily journal: create, edit and delete unposted lines, and post the lines you point out. A change is carried out only once the call is confirmed. See [Uniconta](https://docs.consile.ai/en/connectors/uniconta.md#access-level-per-user). |

* Both levels cost the same, and the default is **Full access**.
* If you bought Uniconta before October 7, 2026, the six daily journal tools are
  switched off for the organization until an administrator activates them on the
  connector's page. Until then, **Full access** gives the 19 tools you already
  had. See [Tools and new tools](https://docs.consile.ai/en/portal/tools.md).
* The level applies to all of the user's Uniconta agreements.
* On **Read only**, Consile blocks all write operations on the server for that
  user, and the write tools do not show in the user's AI.
* Uniconta also decides for itself: if the server user only has read access in
  Uniconta, Uniconta refuses all writes, whatever the level in Consile. See
  [Connect Uniconta](https://docs.consile.ai/en/connect/connect-uniconta.md).

## Custom access

With **Custom** you choose exactly which tools a user gets in a connector. It
exists on all connectors, including those without access levels, and costs the
same as the other levels.

**1. Choose Custom**

Click **Custom** in the selector next to the connector on the person's page.
The list of the connector's tools opens alongside. Nothing is saved until you
click save.

**2. Choose the tools**

The tools are grouped by area, for example Customers, Invoices and credit
notes, or Daily journal. Each group shows how many are selected, for example
*4 of 6*. You can search, select a whole group at once, and use the shortcuts
**Read only**, **All** and **Clear**. Each tool is marked **read** or
**write**.

**3. Save**

Below the list it says, for example, *12 of 40 selected*. Click **Save 12
tools**. If the user does not have access to the connector yet, they get
access at the same time. If it is an extra user, you confirm the purchase
first.

* The selector then shows, for example, **Custom (12)**. If the user is on
  **Custom**, you edit the list directly and save again.
* You must choose at least one tool. To remove access completely, choose
  **None**.
* Tools the organization has switched off or not activated yet show in the list,
  but cannot be selected. The reason appears next to them, for example *New, not
  activated yet*. See [Tools and new tools](https://docs.consile.ai/en/portal/tools.md).
* New tools are only added to a custom list when you add them yourself.
* The list applies to all of the user's agreements for the connector. The change
  takes effect within a few seconds. Start a new conversation to see the updated
  list.

## How a colleague gets started

**1. Log in via the invitation**

Your colleague clicks the link in the invitation email and lands in your
organization.

**2. Add the connector in their own AI**

Your colleague copies the connector's address on the connector's page in the
portal, for example `https://mcp.consile.ai/economic/mcp`, and adds it in
their own Claude or ChatGPT. When the AI asks for a login, your colleague logs
in with their own Consile login. If someone else is logged in to the portal in
the same browser, your colleague must log out of the portal first. See
[Connect Claude](https://docs.consile.ai/en/connect/connect-claude.md) and
[Connect ChatGPT](https://docs.consile.ai/en/connect/connect-chatgpt.md).

**3. Use the shared connection**

The connection to, for example, e-conomic or Google is shared by the
organization. Your colleague does not need to connect the system again.

> [!NOTE]
>
> The connection to a system is made with the account that approved it. All users
> with access to the connector therefore reach the same data, for example the
> Search Console properties the approving Google account has access to. For Search
> Console, Meta Ads, LinkedIn Ads, Dinero and Business Central, an administrator
> can lock the connection to one company. See [Company lock](https://docs.consile.ai/en/portal/company-lock.md).
> Anyone in the organization can connect an agreement that is not connected yet.
> Only an administrator can reconnect it or disconnect it, and a disconnection
> applies to all users.

## What does a user without access see?

If the organization has bought a connector but the user has not been given access
to it, the connector can still show in the user's Claude or ChatGPT with its
tools. Each call is refused with a message saying that the company subscribes to
the connector, but the user does not have a seat on it, and that an administrator
can give access under **Team**. The message is in English and begins, for
example, like this: *"Your company subscribes to economic through Consile, but
your user does not hold a seat on it yet."* Nothing happens in the system.

* Do not buy the connector again. Ask an administrator for access.
* Once access is given, it works within a few seconds without a new installation.
* In the portal, the connector can still show as **Connected**, because the status
  applies to the whole organization.
* As a member, you cannot see in the portal which connectors you have access to.
  Ask an administrator.
* [Concierge](https://docs.consile.ai/en/concierge.md) works for everyone in the organization and shows all
  of the organization's MCPs, including the ones you do not have access to
  yourself.

## AI bots under Team

If the organization has at least one AI bot, the **People and bots** tab shows the
**AI bots** card below the people. The card shows each bot with its own connector,
the customer it belongs to, the number of tools, the status and the responsible
administrator. The portal says:

*Bots take no seat and do not log in. Each bot has its own connector in Studio and
can do only what is in it.*

Everyone in the organization can see the card. Administrators have the **Go to the
bot** button. See [AI bots](https://docs.consile.ai/en/studio/ai-bots.md).

## Remove a member

Click **Remove** next to the member, and confirm *Remove … from the organisation?
Access is revoked immediately.* The button is not on your own row.

* The person can no longer log in to your organization.
* All of the person's access and licences are removed, including the membership
  licence. Extra users drop off the subscription and are settled pro rata.
* The person's AI can no longer use your connectors. This takes effect within a
  few seconds.
* The connections to your systems belong to the organization and continue
  unchanged. If the person connected a system with their own account at the
  provider, for example their Google account, the connection still uses that
  account. An administrator can disconnect and connect again with another account
  if it should not be that way.

Something also happens in Studio. The window mentions it before you click:

* *This person's own connectors in Studio are deactivated. They keep their URL,
  and a colleague who has room can activate them.* Whoever activates one becomes
  its owner. See [Own connectors](https://docs.consile.ai/en/studio/own-connectors.md).
* *This person's AI bots are deactivated and paused too.* Another administrator
  can activate a bot again. It stays paused until an administrator clicks
  **Resume** on the bot's page. See [AI bots](https://docs.consile.ai/en/studio/ai-bots.md).
* Own connectors that colleagues have shared with the person are no longer shared
  with them.

## When a subscription ends

When a subscription has fully ended, all users' access to the connector is
removed, including their access level. If you buy the connector again, the person
who buys it automatically gets access. The other users must be given access again
under **Team**.

While a payment is outstanding, the connector does not work for anyone. Users'
access and access levels are kept, though, and work again when the payment goes
through. See [Pricing & payment](https://docs.consile.ai/en/portal/pricing.md#if-a-payment-fails).

## Error messages on the Team page

| Message | What you do |
| - | - |
| *That doesn't look like a valid email address.* | Correct the email address and send again. |
| *That email is already a member of the organisation.* | The person is already active. Give access on the person's page. |
| *The invitation couldn't be sent right now. Please try again shortly - and contact support if it keeps happening.* | Try again in a little while. Write to [support@consile.dk](mailto:support@consile.dk) if it keeps happening. |
| *The organisation needs at least one administrator.* | Make someone else an administrator first. |
| *You can't remove yourself. Make a colleague administrator first.* | Ask another administrator to remove you. |
| *The price changed since you opened this dialog. Check the new amount and confirm again.* | For example, another administrator has just used the included seat. Confirm the new price. |
| *The payment couldn't be completed, so nothing was assigned and nothing was charged. Please try again.* | Try again. Check the payment card under [Subscription](https://docs.consile.ai/en/portal/subscription.md) if it keeps happening. |
| *You don't have an active subscription for that connector.* | Buy the connector, or check the status under [Subscription](https://docs.consile.ai/en/portal/subscription.md). |
| *The plan includes one user, and the licence is assigned. Remove it from a colleague first if somebody else needs it.* | The free edition has one user. Remove the licence from the person who has it, or take the [Consile Studio membership](https://docs.consile.ai/en/portal/membership.md). |
| *That system is already covered by the organisation's Studio membership. …* | Give the person the membership licence, or change the access level on the system. |
| *That member or connector no longer exists. Please reload the page.* | Reload the page. |


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