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Member Management

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

Only workspace Owners, Administrators, and custom roles with the Member Management permission can manage members uniformly. For more details on roles, refer to Role Management.

Search Members

Quickly locate members using the following two methods:

  • Search: Enter a member's email, full name, nickname, or login type for precise lookup;
  • Quick Filter: Filter members quickly by their role, team, or login type.

Batch Operations

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

Only Owners and Administrators can perform batch operations.

Delete a Member

Select the member to be deleted and click the delete button on the right.

Note

Only Owners and Administrators can delete members. A member with the Owner role must first be downgraded to an Administrator before they can be deleted.

Edit a 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 personal role and team as needed;
  • Set a remark for the member. (❗️ Only the Owner can use this function)

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, refer to Invitation Entries and Invitation Records.

Export Members

After selecting the members to be exported, click the "Export" button to export the selected members' information 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, click on any member in Member Management to view their information in a slide-out panel, including the member's name, creation/update time, email, role, and role permissions.

  • Click the Edit button on the right side of the member to change role permissions and team;
  • You can choose whether to enable "Show only enabled permissions";

  • If the member is the current workspace owner, you can directly click the button on the details page to configure permission changes.

SSO Management

In addition to Inviting Members, TrueWatch supports enterprises managing employee information in their local IDP (Identity Provider). By configuring SSO single sign-on to access TrueWatch, there is no need for user synchronization between TrueWatch and the corporate IDP. Corporate employees can log in and access with assigned roles.

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

Team-related Operations

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

Application Scenarios for Teams

If an enterprise needs to set different alert strategies for different teams so that the relevant teams can receive and resolve fault issues promptly, it can set up teams, add relevant team members to those teams, and then set the alert notification recipients to those teams in the alert strategy settings.

For more details on alert strategy settings, refer to Alert Strategies.

Create/Edit a Team

  1. Go to Team Management > Create Team;
  2. Define a custom team name (names cannot be duplicated);
  3. Select a team role;
  4. The left-side "To be added" list shows all members not in this team. You can use the search box to search for members to add;
  5. Check the box next to the member;
  6. Confirm.

After the team is created, the team role is automatically applied as an additional role to the team members. The member's final permissions include both their personal role and the team role. (❗️ The Administrator role cannot be selected.)

Delete a Team

  1. Click the delete button;
  2. A secondary confirmation pop-up will appear;
  3. Confirm.

After deleting a team role, the members belonging to that team will also lose that team role.