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 written for the Owner and Admin roles.

We'll cover five main tasks:

1. Opening the Team page
2. Understanding the three roles
3. Adding a member
4. Editing a member or resetting a password
5. Removing a member

Step 1: Opening the Team Page

Why are we doing this? Everything in this article happens on the Team page, so that is where you start.

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.

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.

Step 2: Understanding the Three Roles

Why are we doing this? The role you give someone controls what they can see and do, so decide it before you add anyone.

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.

Step 3: Adding a Member

Why are we doing this? This is how you give a new person access to the workspace.

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, and 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.

Note: The temporary password is shown only once, so copy it before you close the dialog if you plan to share it directly.

Step 4: Editing a Member or Resetting a Password

Why are we doing this? Use this to change someone's role or details, or to help a member who cannot sign in.

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)

Step 5: Removing a Member

Why are we doing this? Use this when someone should no longer have access, for example when they leave.

To remove a member, open their edit dialog and select Remove, then confirm. The member loses access to the workspace's automations.

Note: You cannot remove your own account from this dialog.

Once your team is set up with the right roles, you are ready to continue with the runner setup. Next: Runner prerequisites and Azure requirements.

If you are still having trouble, we're here to help! Submit a ticket here for assistance, and don't forget to check our status page to ensure there are no outages in your area.