Manage console admins

A Cutova account is what gets somebody into the console: to register instances, publish tools or manage users. Using an AI assistant against Epicor does not require one: a person with an Epicor login can authorise a client and call tools on their own.

Their Epicor permissions decide what they can see, either way. A Cutova role governs the console, not your ERP data.

Send an invitation

Open Users and click Invite User.

Enter their email, pick a role, and pick the tenant. Click Create Invitation.

Share the invitation link

The invitation produces a link, and it is yours to pass on: chat, email, however you normally reach them. Nobody receives anything automatically, so an invitation you create and forget to send simply expires.

Invitations expire in 72 hours

Track them on Invitations.

A red Expires date means it has already expired, not that it is close.

If an invitation has expired and the console disables Resend and Cancel, contact support to reset it. For an active invitation, Resend extends the link’s expiry; share the link with the recipient again.

Everyone you invite becomes an Admin

The invitation dialog offers one role: Admin. An Admin manages instances, tools, resources and users in your tenant.

There are other roles in the system, but the invitation flow does not offer them: they are marked deprecated in the console. So treat a Cutova invitation as “give this person the keys”, and invite only the people who will help run the setup.

A Cutova role is not an Epicor permission

A console Admin role does not replace Epicor permissions. User tool calls use the signed-in person’s Epicor identity through impersonation. Epicor applies the permissions relevant to each operation.

What a new person does

1. Opens your link and registers.
2. Signs in to the console.
3. Connects their AI client: see Connect your AI client.
4. Signs in with their own Epicor account when the client asks.

Each person authorizes their AI client with their own Epicor login. The administrator’s configured connection credentials are separate. See Credentials and data.

Next: Connect your AI client.