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Managing Members

Manage team members and system users with role-based access control. This guide covers adding users, managing team membership, and performing administrative tasks.

VIDEO TUTORIAL⏱️ 2 min

📹 Team Member Management

Learn how to add, remove, and invite users to the Autonify platform, including user creation and team assignment.

User Management Access​

Required Permissions​

Only users with platform-level Admin or Owner permissions can access User Management features. The User Management button appears in the sidebar for authorised users.

Note: This refers to application-level permissions, not team roles. Team Admins cannot access User Management unless they also have platform Admin permissions.

User Management Access

Creating New Users​

Step 1: Navigate to User Management​

  1. Click User Management in the sidebar
  2. Click the Create User button

Create User Button

Step 2: Enter User Details​

Fill in the required fields:

  • Email Address (Required): The user's email address
  • Full Name (Required): The user's display name

User Creation Form

Step 3: Receive Temporary Password​

After clicking Create User:

  1. The system generates a temporary password
  2. Copy the password using the copy button
  3. Share the password securely with the new user
  4. Click Done to complete the process

Temporary Password Display

Note: Users will be required to change this temporary password on first login.

Managing Existing Users​

User List Features​

From the User Management page, you can:

  • View all users in the system
  • Edit user names and email addresses
  • Set new passwords for users
  • Remove users from the workspace
  • Perform bulk deletion of multiple users

User List View

Editing User Information​

  1. Click the Edit icon button next to a user
  2. Update the name or email address in the dialog
  3. Click Save to apply changes

Setting User Passwords​

  1. Click the Key icon button next to a user
  2. Enter a new password (minimum 6 characters)
  3. Confirm the password
  4. Click Set Password to update

Removing Users​

  1. Click the Trash icon button next to a user
  2. Confirm the deletion in the dialog
  3. The user will be removed from all teams

Bulk Deletion​

  1. Select multiple users using the checkboxes
  2. Click the Delete Selected button that appears
  3. Confirm the bulk deletion in the dialog

Team Member Management​

Adding Users to Teams​

Required Permissions​

Only Team Admins and Team Owners can add members to a team.

Navigate to Team Members​

  1. Select a team from the teams page
  2. Click Team Members in the team navigation

Add Member Process​

  1. Click Add Member button
  2. Select the user from the dropdown list (only shows users already in the system)
  3. Choose their team role:
    • Owner: Full team administration rights, can delete the team
    • Admin: Can manage team members, data sources, and run agents
    • User: Can view and query data sources only
  4. Click Add Member to confirm

Add Team Member Dialog

Removing Team Members​

  1. Navigate to the Team Members page
  2. Click the Remove button next to the member
  3. The member is immediately removed from the team
  4. The user remains in the system but loses access to the team

Remove Team Member

Role Management​

Team Roles Explained​

Owner

  • Full control over team settings
  • Can add/remove all team members
  • Can manage all data sources
  • Can delete the team
  • Can run all AI agents

Admin

  • Can add/remove team members (except Owners)
  • Can manage data sources
  • Can run AI agents and scans
  • Cannot delete the team
  • Cannot remove team owners

User

  • Can view and query team data sources
  • Cannot modify team settings
  • Cannot manage team members
  • Cannot run AI agents directly

Changing Member Roles​

  1. Navigate to Team Members
  2. Find the member whose role you want to change
  3. Use the role dropdown selector next to their name
  4. Select the new role (Owner, Admin, or User)
  5. The change applies immediately

Note: Only Team Admins and Owners can change member roles. Team Admins cannot modify Owner roles.

Best Practices​

User Creation​

  • Use official company email addresses
  • Provide full names for easy identification
  • Share temporary passwords through secure channels
  • Remind users to change passwords on first login

Team Organisation​

  • Assign owners sparingly - typically team leads or managers
  • Use admin role for team members who need to manage data sources
  • Regular users should have the User role for data access only

Security Considerations​

  • Regularly review user access
  • Remove users promptly when they leave the organisation
  • Audit team membership periodically
  • Use bulk operations carefully - deletions cannot be undone