Team Member Management
Team Member Management
The Team Members feature allows you to invite colleagues to your partner account with specific roles and granular permissions. This ensures the right people have access to the right tools without compromising security.
Inviting Team Members
- Navigate to Team in your partner dashboard.
- Click Invite Member.
- Enter the team member's email address.
- Select a role: Admin, Manager, or Viewer.
- Optionally customize the granular permissions for the selected role.
- Click Send Invitation. The team member will receive an email invitation to join your partner account.
Roles
| Role | Description | Default Permissions |
|---|---|---|
| Admin | Full access to all features and settings | All permissions enabled |
| Manager | Can manage clients, run scans, and view reports | Manage clients, view reports, run scans enabled; billing and team management disabled |
| Viewer | Read-only access to dashboards and reports | View reports enabled; all other permissions disabled |
Granular Permissions
Each team member's access can be fine-tuned using the following permission flags:
can_manage_clients— Add, edit, and remove client accounts and their devices.can_view_reports— View and generate client-facing security reports.can_run_scans— Initiate scans, definition updates, and bulk operations.can_manage_billing— Access subscription management, view invoices, and change plans.can_manage_team— Invite and remove team members, change roles and permissions.
Permissions can be customized regardless of the selected role. For example, you could assign the Viewer role but additionally enable can_run_scans to allow a team member to trigger scans without full manager access.
Revoking Access
- Go to Team in your partner dashboard.
- Find the team member you wish to remove.
- Click Remove and confirm the action.
- The team member will immediately lose access to your partner account. Any pending invitations can also be revoked from the same page.