Team

Collaborate with your team by inviting members to your organization and managing their access levels.

Overview

The Team tab allows you to:

• Invite new members via email

• Assign and manage roles

• View member status and activity

• Transfer organization ownership

• Update organization details

• Remove members

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Inviting Team Members

Steps:

1. Open Invitation Modal

   • Navigate to the Team tab

   • Click + Invite Member

2. Enter Details

   • Email: Enter the team member's email address

   • Role: Select their initial role from the dropdown

     • You can change this later

3. Send Invitation

   • Click Send Invite

   • An invitation email is sent immediately

4. Track Status

   • Invited users appear in the table with "Pending" status

   • They have 7 days to accept the invitation

   Invitation Email Contains:

• Link to create an account

• Organization name

• Assigned role

• Expiration notice

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Managing Team Members

Team Table

The table displays all members and pending invitations:

Column	Description
Email	Member's email address
Roles	Assigned role badges (can have multiple)
Status	ACTIVE or PENDING
Joined	Date they joined the organization
Actions	Manage Roles, Transfer Ownership, Remove buttons

Member Statuses

ACTIVE (Green Badge)

• Member has accepted invitation

• Has full access based on assigned roles

• Can use the console and API

PENDING (Yellow Badge)

• Invitation sent but not yet accepted

• Shows "(Invited)" instead of roles

• Has Resend and Revoke options

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Managing Roles

Assigning Roles

Give members additional responsibilities:

Steps:

1. Click Manage Roles next to the member

2. View their current roles in the modal

3. Select a new role from the dropdown

4. Click Assign

5. The role is added immediately

Note: Members can have multiple roles. Their effective permissions are the union of all assigned roles.

Revoking Roles

Remove specific roles from a member:

Steps:

1. Click Manage Roles next to the member

2. Find the role you want to remove

3. Click Revoke next to that role

4. Confirm the action

5. The role is removed immediately

Effects:

• Member loses permissions associated with that role

• Other roles remain active

• Member is notified of the change

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Invitation Management

Resending Invitations

If a team member didn't receive the invitation:

Steps:

1. Find the pending invitation in the table

2. Click Resend

3. A new invitation email is sent

4. The expiration timer resets

Revoking Invitations

Cancel a pending invitation:

Steps:

1. Find the pending invitation

2. Click Revoke

3. Confirm the action

Effects:

• Invitation link becomes invalid

• User cannot join using that link

• Entry is removed from the table

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Removing Members

Permanently remove a member from your organization:

Steps:

1. Click Remove next to the member

2. Read the warning

3. Click Remove to confirm

Effects:

• Member loses all access immediately

• Their API keys are deactivated

• They're signed out of active sessions

• Cannot be undone (must re-invite)

Important: You cannot remove yourself. Use the ownership transfer feature and delete your account if you want to leave.

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Organization Ownership

Transferring Ownership

Transfer full control of the organization to another member:

Requirements:

• You must be the current owner

• Target member must have ACTIVE status

• You must verify with your password

Steps:

1. Click Transfer Ownership next to the target member

2. Read the warning carefully:

   • You will be demoted to Admin

   • The new owner has full control

   • This action cannot be undone

3. Enter your password to confirm

4. Click Transfer Ownership

What Happens:

• Target member becomes Organization Owner

• You become an Admin

• Page reloads to reflect changes

Use Case: When leaving the company, changing leadership, or restructuring the organization.

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Organization Details

Viewing Details

Organization information is displayed at the top of the Team tab:

• Organization name

• Current plan

• Member count

Editing Organization Details

Update your organization's billing and contact information:

Requirements:

• organization.update permission

Steps:

1. Click Edit Details (visible only if you have permission)

2. Update any of these fields:

   • Name: Organization display name

   • Website: Company website URL

   • Address: Street address

   • City: City name

   • Country: 2-letter country code (e.g., "US")

   • Postal Code: ZIP or postal code

   • Tax ID: VAT or tax identification number

3. Click Save Changes

Use Case:

• Required for invoicing

• Needed for tax compliance

• Displayed on receipts

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Roles and Permissions

Default Roles

Organization Owner

• Full control over everything

• Cannot be removed

• Can transfer ownership

• Only one per organization

Organization Admin

• Manage members and settings

• Create and manage API keys

• View billing information

• Cannot transfer ownership

Member

• Basic access to organization resources

• Can view usage statistics

• Limited management capabilities

Custom Roles

Organizations can create custom roles with specific permissions. See Roles & Permissions for details.

Best Practices

Invitation Management

• Use work emails: Ensure members use company email addresses

• Assign minimal roles: Start with basic access, add more as needed

• Clean up pending invites: Revoke old, unused invitations

• Document role assignments: Keep track of who has what access

Security

• Regular audits: Review team members quarterly

• Remove immediately: Deactivate access for departing employees

• Principle of least privilege: Give only necessary permissions

• Monitor activity: Check for unusual access patterns

Organization

• Clear naming: Use full names or clear identifiers

• Role documentation: Document what each role should do

• Onboarding process: Have a standard process for new members

• Offboarding checklist: Ensure all access is removed when members leave

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Troubleshooting

Invitation Not Received

Solutions:

1. Check spam/junk folder

2. Verify email address is correct

3. Click Resend to send again

4. Contact support if issues persist

Can't Assign Role

Possible causes:

• You don't have roles.assign permission

• Target role doesn't exist

• Member already has that role

Solutions:

• Ask an Owner or Admin to assign the role

• Verify the role exists in Roles & Permissions

• Check current roles in Manage Roles modal

Can't Remove Member

Possible causes:

• Trying to remove yourself

• Don't have organization.remove permission

• Member is the organization owner

Solutions:

• Ask another Admin to remove you

• Request permission from Owner

• Transfer ownership first, then remove

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Permissions Required

To manage team members, you need:

• Invite members: organization.invite

• Remove members: organization.remove

• Assign roles: roles.assign

• Revoke roles: roles.revoke

• Update organization: organization.update

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Next Steps

• Configure custom roles for granular access control

• Set up API keys for team members

• Review permissions to understand access levels

• Monitor usage across your team