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, and more.

Only the workspace Owner, Administrator, and custom roles granted the Member Management permission can perform unified member management. For more details on roles, refer to Role Management.

Member List Operations¶

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.

Delete a Member¶

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

Edit a Member¶

Select the target member and click the edit button on the right to perform the following operations:

• Set Nickname: Add a personalized nickname for the member.
• Configure Role and Team: Adjust the member's personal role and assigned team as needed.
• Set a Note for the Member. (❗️ Only the Owner can use this 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, refer to Invitation Entry Points and Invitation Records.

Export Members¶

After selecting the members you wish to export, click the "Export" button to download their information as a CSV file. This file includes detailed information such as the member's username, email, nickname, role, team, identity provider, and notes.

Member Details¶

After a member is invited to the workspace, you can view their information in a side panel by clicking on any member in Member Management. The details include 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 their 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, employees can access TrueWatch without the need for user synchronization between TrueWatch and the corporate IDP. Enterprise employees can log in and access with assigned roles.

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

Team Management¶

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

Use Cases¶

If an enterprise needs to set different alert strategies for different teams so that relevant teams can receive and resolve issues promptly, it can create teams, associate team members, and then set the notification target in alert strategies to that team.

For more on setting alert strategies, 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 Add" list shows all members not currently in this team. You can use the search box to find 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 team members. A member's final permissions include both their personal role and 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, members belonging to that team will also lose that team role.