Team Management

Manage who has access to your organization and what they can do. Invite team members, assign roles, and remove access when needed.

Inviting Members

Step 1: Navigate to Members

1. Go to your organization page
2. Click Members in the navigation
3. Click Invite Member

Step 2: Enter Details

• Email address — Where the invitation goes
• Role — What permissions they’ll have

Step 3: Send Invitation

Click Send Invite. The invitee receives an email with a link to join.

Accepting an Invitation

Invitees:

1. Receive an email with a join link
2. Click the link and sign in (or create an account)
3. Are added to the organization with their assigned role

Invitations expire after 7 days.

Member Roles

Owner

Full control over the organization:

• Manage all settings
• Invite and remove any member
• Change any member’s role
• Transfer ownership
• Delete the organization

Every organization has exactly one owner.

Admin

Can manage most aspects:

• Create and manage catalogs
• Manage APIs and credentials
• Invite members
• Change member roles (except owner)

Cannot:

• Transfer ownership
• Delete the organization
• Remove the owner

Member

Standard access:

• View all organization resources
• Use organization catalogs
• Execute API operations with shared credentials

Cannot:

• Create or modify catalogs
• Manage APIs or overrides
• Invite or remove members

Viewer

Read-only access:

• View organization resources
• View catalog contents
• View (but not use) credentials

Cannot:

• Execute API operations
• Modify anything

Changing Roles

As Owner or Admin

1. Go to Members
2. Find the member
3. Click their current role
4. Select the new role
5. Confirm

Role changes take effect immediately.

Limitations

• Only the owner can change someone to owner (transfers ownership)
• Admins can’t change the owner’s role
• You can’t change your own role to a lower level

Removing Members

Step 1: Find the Member

1. Go to Members
2. Locate the member to remove

Step 2: Remove

1. Click the menu (three dots)
2. Select Remove from organization
3. Confirm

What Happens

When a member is removed:

• They lose access to all organization resources
• Their personal credentials remain in their personal account
• Organization credentials they created stay with the org
• Audit logs retain their activity

Transferring Ownership

Only the current owner can transfer ownership:

1. Go to Members
2. Find the future owner (must be existing member)
3. Click their role
4. Select Transfer ownership
5. Confirm

You become an admin after transferring ownership.

Member Activity

View what members are doing:

Activity Feed

The organization dashboard shows recent activity:

• API operations executed
• Resources created or modified
• Members added or removed

Audit Logs

Detailed logs available in Settings → Audit:

• Full operation history
• Who did what and when
• Success and failure details

See Audit Trail for details.

Best Practices

Principle of Least Privilege

Assign the minimum role needed:

• Most team members: Member
• Team leads: Admin
• Only one person: Owner

Regular Reviews

Periodically review membership:

• Remove former team members promptly
• Verify roles are still appropriate
• Check for unused accounts

Document Ownership

Ensure continuity:

• Owner should be someone reliable
• Have a plan for ownership transfer
• Don’t let the sole owner leave without transferring

Onboarding Process

When adding new members:

1. Invite with appropriate role
2. Share relevant catalog URLs
3. Explain what credentials are available
4. Point them to documentation

Next Steps

• Shared Resources — Share catalogs and credentials
• Organization Accounts — Organization setup