Managing team members and roles

The Team page in CloudRadial AutomationAI is where you manage who can sign in to your workspace and what they can do. This article covers adding and removing members, the three Roles, who can manage whom, and resetting a member's password. It is for the Owner and Admin roles.

• Opening the Team Page
• Roles and Who Can Manage Whom
• The Member List
• Adding a Member
• Editing a Member and Resetting a Password
• Removing a Member

Opening the Team Page

Open Settings > Team. It lists the people who can sign in to your workspace. Owners and Admins can manage members; Members see a read-only notice.

Roles and Who Can Manage Whom

Each member has one of three Roles.

• Owner — full control, including managing other Owners
• Admin — can manage Members and Admins, but not Owners
• Member — works with automations but cannot manage the team

Admins can add and edit Members and Admins; only an Owner can manage Owners or assign the Owner role.

The Member List

The list shows each member's name, email, and Role, along with:

• MFA — whether the member has enrolled a multi-factor authenticator
• Last login — when they last signed in
• Email status — Active, or Email suspended if delivery to them has failed

Columns are added as the window widens. Select a member's row to edit them.

Adding a Member

1. Select Add member
2. Enter the email address, display name, and Role
3. Select Add

For a brand-new user, a temporary password is generated and shown once; a sign-in link with that password is also emailed to them. You can copy the temporary password to share it directly. The new member should change it after signing in.

Editing a Member and Resetting a Password

Select a member's row to open the edit dialog, where you can change their email, display name, or Role. From the same dialog you can:

• Reset password — generate a fresh temporary password, shown once and also emailed to the member
• Clear suspension — re-enable email for a member whose account is email-suspended (shown only when applicable)

Removing a Member

To remove a member, open their edit dialog and select Remove, then confirm. The member loses access to the workspace's automations. You cannot remove your own account from this dialog.