Team management
The Team Management tab allows you to see and change details associated with your selected team.
Team details
You can edit these details by clicking on EDIT TEAM DETAILS.
Role(s) with permission to perform task: Team Owner, Admin
Team members
You can see a list of people in your team along with associated details for each team member (click on the plus sign to the left of the person’s name or email address).
Role(s) with permission to perform task: Team Owner, Admin, Billing, User
Inviting members
You can invite people (multiple at one time) to join your team via the INVITE NEW MEMBER button. You will be required to input a valid email address for each person and select a role that each person will take on in the team. You can also assign any keys to each person at this point or this can be done after the invitation has been accepted.
Click the ADD button after you’ve added details for each person, review the list of invitations and then click SEND. You can delete any added details by clicking on the icon to the left of the invitee’s email address before sending the invitations.
Role(s) with permission to perform task: Team Owner, Admin
Roles and permissions
Roles:
ROLE | DESCRIPTION | PERMISSIONS |
---|---|---|
Team Owner | A team owner is the person who initially creates the team OR is later assigned the role and has access to all available permissions. |
1) Watcher of the Wallets 2) Custodian of the Credits 3) Keeper of all Keys 4) Planner of the Party |
Admin | An admin role enables access to all available permissions. |
1) Watcher of the Wallets 2) Custodian of the Credits 3) Keeper of all Keys 4) Planner of the Party |
Billing | A billing role enables access to permissions related to wallets and billing. |
1) Watcher of the Wallets 2) Custodian of the Credits |
User | A user role enables access to only a few available permissions. |
1) Keeper of my Keys |
Permissions:
PERMISSION | DESCRIPTION |
---|---|
Watcher of the Wallets | Permitted to create, edit, and delete wallets for the team as well as transfer credits between wallets. |
Custodian of the Credits | Permitted to add, edit, and delete payment details for the team as well as purchase credits. |
Keeper of all Keys | Permitted to generate, edit, rotate and revoke API keys for the team. Can view all keys that belong to the team. |
Planner of the Party | Permitted to invite people to join the team as well as manage the roles of team members. |
Keeper of my Keys | Permitted to rotate and generate tokens for the API keys assigned to the user. Can only view keys that have been assigned to the user. |
Editing member roles
To edit the role assigned to a team member, click on the Edit team member’s role icon to the right of the team member’s name. You will have the option to notify the user of their role change.
Role(s) with permission to perform task: Team Owner, Admin
Removing members
To remove a team member, click on the Remove team member icon to the right of the team member’s name. The user will be notified of their removal from the team.
Role(s) with permission to perform task: Team Owner, Admin
Invitations
You can see a list of invitations sent by all members of the team along with associated details for each invitation (click on the plus sign to the left of the invitee’s email address).
Role(s) with permission to perform task: Team Owner, Admin
Editing invitee roles
To edit the role assigned to an invitee, click on the Edit Role icon to the right of the invitee’s email address. The invitee will be notified of their updated role.
Role(s) with permission to perform task: Team Owner, Admin
Resending invitations
To resend an invitation, click on the Resend Invite icon to the right of the invitee’s email address.
Role(s) with permission to perform task: Team Owner, Admin
Retracting invitations
To retract an invitation, click on the Retract Invite icon to the right of the invitee’s email address. The invitee will be notified of the retraction and will no longer be able to accept the invitation to join the team.
Role(s) with permission to perform task: Team Owner, Admin
Team services
You can see a list of services available to your team along with associated details for each service (click on the plus sign to the left of the service).
Role(s) with permission to perform task: Team Owner, Admin, Billing, User
Enabling/disabling team services
You can enable and disable these services at a team level at any time by clicking on the ENABLE/DISABLE button to the right of the service name.
Role(s) with permission to perform task: Team Owner, Admin