Skip to content

Member Management

You can centrally manage all members of the current workspace through "Member Management", including setting role permissions, inviting members and setting permissions for them, configuring teams, setting up SSO single sign-on, etc.

Only the workspace Owner, Administrator, and custom roles with the Member Management permission can manage members uniformly. For more information on roles, please refer to Role Management.

Member Operations

Search Members

Quickly locate members, supporting the following two methods:

  • Search: Enter the member's email, name, nickname, or login type for precise search
  • Quick Filter: Filter members quickly by role, team, and login type

Batch Operations

  • Batch Modify Permissions: Adjust permissions for multiple members uniformly
  • Batch Delete: Remove multiple members at once
Note

Only Owner and Administrator can perform batch operations.

Delete Member

Select the member you want to delete, and click the button on the right.

Note

Only Owner and Administrator can delete members. The Owner role itself cannot be deleted. You can demote the current Owner to Administrator and then delete them.

Edit Member

Select the target member, click the edit button on the right, and you can perform the following operations:

  • Set Nickname: Add a personalized nickname for the member
  • Configure Role and Team: Adjust the member's role and team as needed
Note

Only Owner can use the remark feature.

Invite Members

You can invite registered users of TrueWatch to become new members of the workspace.

Currently, members can be invited from two entry points. For more information, please refer to Invitation Entry and Invitation Record.

Export Members

After selecting the members you want to export, click the "Export" button to export the information of the selected members as a CSV file. This file contains detailed information such as the member's username, email, nickname, role, team, identity provider, and remarks.

Member Details

After a member is invited to the workspace, in Member Management, click on any member to slide and view the member's information, including the member's name, creation/update time, email, role, and role permissions.

Click the Edit button on the right of the member to change role permissions and team.

SSO Management

In addition to Inviting Members, TrueWatch supports enterprises to manage employee information in the local IDP (Identity Provider). By configuring SSO single sign-on, employees can access TrueWatch without the need for user synchronization between TrueWatch and the enterprise IDP. Employees can log in and access TrueWatch with the specified role.

In Member Management, click on SSO Management to enter. You can refer to the document SSO Management for more information.

Team Operations

In Member Management, click Team Management to enter the team editing page.

The Usefulness of Teams

If an enterprise needs to set different alert strategies for different teams so that the relevant teams can get and resolve fault issues as soon as possible, they can set up teams, add relevant team members to the team, and then set the alert notification object to the team in the alert strategy.

For more information on alert strategy settings, please refer to Alert Strategy.

Create/Edit Team

  1. Enter Team Management > Create Team;
  2. Customize the team name;
  3. In the left list to be added, all members not in this team are displayed. You can click the search box to search for members to be added;
  4. Check the member;
  5. Click "OK". The member will be added to the right member list.
Note

When adding members, the team name will be verified for duplication. If the name is duplicated, it cannot be saved.

Delete Team

  1. Click the delete button;
  2. A secondary confirmation pop-up will be displayed;
  3. Click "OK". The team will be deleted.