Inviting team members | IcloneU
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Inviting team members

Add a teammate to your IcloneU account in a couple of minutes: open Team from the avatar menu, click Invite member, type their email and pick the role that fits what they should be able to do.

4 min read Beginner Updated June 12, 2026

An IcloneU account doesn't have to be a solo operation — you can bring in colleagues to help answer messages, edit Clones or manage the account. This quickstart covers the fast path: where the Team page lives, the Invite member action, and choosing a predefined role at invite time. For changing roles later, building custom permission sets and removing people, see the fuller Managing team members and roles.

Before you start

You need to be the team's Owner or an administrator — the Team page spells this out: "Owners and administrators can add, remove, and change member roles." You'll also need the teammate's email address and a rough idea of what they should be allowed to do.

Where the Team page lives

Everything for people and roles lives on one page, reached from your account menu.

  1. Open the avatar menu

    Click your avatar in the top-right corner of the app. The menu drops down with entries for your account, Team, your plan and signing out.

  2. Choose Team

    Select Team. The Team page opens with a team selector at the top, a Members grid, and the Invite member and Manage roles buttons.

The page's own intro states the model: "Select a team from the dropdown to view its members. Use Invite member to add new users and Manage roles to configure permissions." The Members grid lists everyone with columns for email, role and last active; the account creator's row carries an Owner badge, and your own row is tagged You.

The Team page with the Members grid, the team selector at top, and the Invite member and Manage roles buttons
The Team page: members on the left, Invite member and Manage roles up top.

Invite a member

The whole invite happens in one dialog. Three fields, then send.

  1. Click Invite member

    On the Team page, click Invite member (top-right). The dialog opens with the intro "Invite new members to join your team by entering their email address and assigning a specific role to define their access and permissions."

  2. Enter their email

    Type the teammate's address in the Email field. This is where their invitation is sent, so double-check it.

  3. Pick a role

    Use the role dropdown to choose a starting configuration. It groups Predefined roles — Administrator, Clone editor and Response editor — above your Custom roles (you'll see "No custom roles yet." until you create one). Picking a predefined role is the quickest way to get a sensible permission set; the three roles at a glance below explain the trade-offs.

    Tip

    A predefined role is just a starting point. The dialog says it plainly: "You can modify individual permissions afterward to create a custom setup." The Permissions section below the dropdown shows four groups — Account, Clones, Connections and Interactions — that you can fine-tune, and a Create role button to save the result as a reusable custom role.

  4. Send the invite

    Click Send invite. (Or Cancel to back out — nothing is sent until you click Send invite.) The invite is sent to the email address you entered.

The Invite member dialog with the Email field filled, the role dropdown open showing Predefined roles (Administrator, Clone editor, Response editor), and the Permissions groups below
The Invite member dialog: email, a role dropdown, the four permission groups, and Send invite.

The three predefined roles at a glance

IcloneU ships three ready-made roles you can assign straight from the dropdown. Each is a bundle of granular permissions across four groups — Account, Clones, Connections and Interactions — and the dialog shows how many permissions each group has enabled. Pick the one closest to what the person should do:

RoleBest forWhat it can do
AdministratorA co-owner who manages the whole accountEverything — all four permission groups fully enabled
Clone editorSomeone who builds and tunes the ClonesFull control over the Clones group, with limited account and connection access
Response editorSomeone who handles day-to-day messages and repliesStrong Interactions access, with light Clone, Connection and account access
There is no "Viewer" preset

The dropdown offers exactly these three predefined roles. Owner isn't one of them — it's the badge the account creator carries on the Members grid, not a role you can invite someone into. If you need a read-only or narrower setup, start from the closest preset and switch off the permissions you don't want, then Create role to save it.

Not sure which to pick, or want to see exactly which permissions sit inside each group? The companion guide Managing team members and roles breaks down the permission groups and how to build custom roles.

After you send the invite

Once you click Send invite, the invitation goes to the email address you entered, and the new person is expected to appear in the Members grid with a pending invite status. The grid's summary row tracks invitations separately from confirmed members — it counts N total · N confirmed · N pending invite — so a sent-but-not-yet-accepted invite is reflected in that pending count.

What the invitee sees

The exact contents of the invitation email and the acceptance experience on the invitee's side aren't documented here yet, so treat the in-app pending invite count as your source of truth for where an invite stands. If a teammate didn't get their invite, open that member's row to edit them and — while the invite is still pending — use the Resend button inside the Edit member dialog, and double-check the email address was right.

Frequently asked

Three predefined roles: Administrator, Clone editor and Response editor — plus any custom roles you've created. There is no "Viewer" preset, and you can't invite someone as Owner (that's the account creator's badge, not an assignable role).

Yes. A predefined role is just a starting configuration — the dialog notes you can "modify individual permissions afterward to create a custom setup." Use the four permission groups under the dropdown to fine-tune, and the Create role button to save the result as a reusable custom role.

No — that's the point of roles. Pick Response editor for someone who just handles messages, or Clone editor for someone who only works on the AI Clones. Only Administrator grants the full set. You can also tighten any preset before sending.

The team's Owner and any administrators. As the Team page puts it: "Owners and administrators can add, remove, and change member roles." If you don't see the Invite member button, your role doesn't include that permission.

From the Members grid on the Team page — that's covered in Managing team members and roles, along with building custom roles and the full permission breakdown.

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Last updated June 12, 2026 · Getting Started

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