Invite CaiGeek finance staff to work with you
An active service entitlement is required, followed by an invitation from the customer account owner.
Confirm service eligibility
Software and human services are provided separately under the managed-finance agreement. Recording the contract does not automatically add service staff to your account. Human-service rights explicitly included in older purchases continue under their original terms.
The account owner sends an invitation when staff need to work inside the product. Official service invitations require an active managed-finance contract or a valid previously purchased service entitlement.
Send the customer invitation
On web or desktop, open “Settings → Members & invitations → Invite service staff”. Enter the official phone number provided through your service group, choose collaborative or read-only access, then generate and send the invitation link.
Staff accept with their own account. Check their membership status, then separately arrange the platform access and materials needed for the work.
Seats, usage and private content
Official service members do not consume customer seats or add seat charges, AI allowance or storage. AI work performed in the customer context uses the customer’s existing allowance. Human-service fees are billed separately under the contract.
An invitation does not expose private conversations or unshared files. Personal plans share results by link, while directory-based member sharing is a team feature. Service staff cannot manage the customer’s subscription, payments or member invitations.
Pause or end access
The owner can disable, restore or remove service members. Restoration still requires an active service entitlement; a removed member needs a new invitation. Expired service rights also affect later access and work.
Schedules created by service staff do not automatically transfer to the customer. Arrange an explicit handover, accepted by the customer, for work that should continue long term.