Members

Manage organization members, their roles, and access permissions.

Members List View

Overview

The Members section allows you to invite users to your organization, assign them roles, and manage their access to resources.

Dashboard Summary:

• Total Members: Total number of registered members

• Active: Number of members with active status

• Inactive: Number of members with inactive status

• Pending: Number of invitations sent but not yet accepted

Members List

The members table displays:

• Member: Name and email address

• Role: Assigned role (Admin, Manager, Developer, Analyst, Viewer)

• Department: Assigned department (e.g., Engineering, Data Science)

• Status: Active (green), Inactive (red), Pending (orange)

• Last Login: Time since last activity

• Actions: Edit, Delete, etc.

Creating a Member

Navigate to Organization → Members → Click + Create

Create Member Form

Basic Information

Full Name* (Required)

• Enter the member's full name

Email Address* (Required)

• Enter the member's email address for invitation

Phone Number

• Optional contact number

Department* (Required)

• Select or enter department name

• Example: Engineering, Data Science

Job Title

• Optional job title

Role & Permissions

Role* (Required)

• Select role from dropdown:

  • Admin: Full access

  • Manager: Manage resources and members

  • Developer: Create and deploy resources

  • Analyst: View and analyze data

  • Viewer: Read-only access

Status* (Required)

• Initial status: Active or Inactive

Permissions

• Granular permissions (e.g., Manage Users)

Group Assignments

Groups

• Assign member to specific groups for access control

Actions

• Cancel: Discard changes

• Create Member: Send invitation and create member

Viewing Member Details

To view detailed information about a member:

1. Navigate to Organization → Members

2. Click on a member from the list

3. View details in the modal dialog

View Member

Details Panel:

• Basic Information: Name, Email, Phone, Department, Job Title

• Role & Permissions: Role, Status, Permissions

• Group Assignments: Assigned groups

Editing a Member

To update a member's information or role:

1. Open member details

2. Click Edit button (or select Edit from list actions)

3. Modify editable fields in the Edit Member modal

Edit Member

1. Click Update Member to save changes

Editable Fields:

• ✅ Basic Information (Name, Email, Phone, Department, Job Title)

• ✅ Role & Permissions (Role, Status, Permissions)

• ✅ Group Assignments

Member Roles Explained

Role	Description	Key Permissions
Admin	Full system access	Manage users, billing, settings, all resources
Manager	Team management	Manage team members, view all resources
Developer	Builder access	Create/Edit experiments, models, deployments
Analyst	Data access	View analytics, experiments, datasets
Viewer	Read-only	View resources only, no editing

Best Practices

• Least Privilege: Assign the lowest role necessary for the user's tasks

• Groups: Use groups for managing permissions at scale rather than individual assignments

• Regular Audits: Periodically review member list and remove inactive users

• Department Tagging: Use accurate department tags for better reporting and organization

Next Steps

• Organize members into Groups

• Assign Agents to members or groups