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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 authorized with the Member Management permission can uniformly manage members. For more information about roles, refer to Role Management.

Search Members

Quickly locate members by the following two methods:

  • Search: Enter the member's email, full name, nickname, or login type for precise lookup.

  • Quick Filter: Quickly filter by the member's 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 to be deleted and click the delete button on the right.

Note

Only Owner and Administrator can delete members. The Owner role itself cannot be deleted. To delete an Owner, first demote the current Owner to Administrator, then delete.

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 assigned team as needed.

Note

Only Owner can use the remark function.

Invite Members

You can invite registered users of Guance to become new members in 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 to be exported, 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 into the workspace, click on any member in Member Management to view the member's 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.

SSO Management

In addition to Inviting Members, Guance supports enterprises managing employee information in their local IDP (Identity Provider). By configuring SSO single sign-on to access Guance, enterprise employees can log in and access Guance with designated roles without needing user synchronization between Guance and the enterprise IDP.

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

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

Team Application Scenarios

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 information on alert strategy settings, refer to Alert Strategies.

Create/Edit Team

  1. Go to Team Management > Create Team.

  2. Customize the team name (names cannot be duplicated).

  3. Select the 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 member.

  6. Confirm.

The Usefulness of Teams
  • The team role is automatically applied as an additional role to team members. The member's final permissions include both their individual role and the team role.
  • The Admin role cannot be selected.
  • Deleting a team role will also remove that team role from its members.

Delete Team

  1. Click the delete button.

  2. A secondary confirmation pop-up window appears.

  3. Confirm.

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