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, and more.

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

Member List Operations¶

Search Members¶

Quickly locate members, supporting the following two methods:

• Search: Enter a member's email, name, nickname, or login type for precise lookup.
• Quick Filter: Quickly filter members by role, team, and login type.

Display Column Settings¶

Click the "Settings" button above the member management list to customize the table display columns. You can freely toggle the display of the following:

• Role
• Team
• Identity Provider
• Account Type

The settings will be synchronized and applied to the exported member file.

Batch Operations¶

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

Delete Member¶

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

Edit 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 remark for the member. (❗️ Only Owner can use this feature)

Invite Members¶

You can invite registered users of Guance to become new members within 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 export, click the "Export" button to export the selected members' information as a CSV file. This file includes detailed information such as the member's username, email, nickname, login type, role, team, identity provider, and remarks.

Member Details¶

After a member is invited to the workspace, in Member Management, click on any member to view their information in a side 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 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, Guance supports enterprises managing employee information in their local IDP (Identity Provider). By configuring SSO, employees can access Guance without the need for user synchronization between Guance and the enterprise IDP. Enterprise employees can log in and access with assigned roles.

In Member Management, click to enter 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, they can set up teams, associate team members, and then set the notification target in the alert strategy to that team.

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

Create/Edit Team¶

1. Go to Team Management > Create Team.
2. Customize the team name (duplicate names are not allowed).
3. Select the team role.
4. The left-side "To Add" list shows all members not in this team. You can use the search box to search for members to add.
5. Check the member(s).
6. Confirm.

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

Delete Team¶

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

After deleting the team role, the associated members will also lose that team role.