Member Management¶

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

Only the Workspace Owner, Administrator, and custom roles granted the Member Management permission can centrally manage members. For more information about roles, see Role Management.

Member List Actions¶

Search Members¶

Quickly locate members using the following two methods:

• Search: Enter the member's email, name, nickname, or login type for precise search;

• Quick filter: Quickly filter members by role, team, and login type.

Display Column Settings¶

At the top of the member management list, click the "Settings" button to customize the table display columns. The following displays can be freely toggled:

• Role
• Team
• Identity Provider
• Account Type
• Personal API Key
• Key Status
• Key Last Call Time

Display column settings only affect the member list and do not change the fields included in the member export file.

Personal API Key Management¶

Administrators with the Manage Members' Use of Personal API Keys permission can view members' Personal API Key usage in the member list, and enable or disable this capability individually or in batches for members that support Personal API Keys.

You can also filter members by Key status in the quick filter.

Batch Operations¶

• Batch modify permissions: Adjust the permissions of multiple members at once;

• Batch delete: Remove multiple members at once.

Delete Members¶

Select the members to delete and click the delete button on the right.

Edit Members¶

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 individual role and team as needed;

• Set remarks for the member. (❗️ Only the Owner can use this feature)

Invite Members¶

You can invite registered users of Guance to become new members of the Workspace.

Members can currently be invited from two entry points. For more information, see 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. The file contains 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 into the Workspace, in Member Management, click any member 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;
• 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 Invite Members, Guance supports enterprises in managing employee information in a local IDP (identity provider). By configuring SSO single sign-on, enterprise employees can access Guance with the designated role without user synchronization between Guance and the enterprise IDP.

In Member Management, click SSO Management to enter. For more information, see SSO Management.

Team Management¶

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

Use Cases¶

If an enterprise needs to configure different Alert Policies for different teams so that the relevant teams can promptly receive and resolve issues, you can set up teams, associate team members, and then set the notification target in the Alert Policy to that team.

For more Alert Policy settings, see Alert Policy.

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. In the pending list on the left, all members not in this team are displayed. You can click the search box to search for members to add;

5. Check the member;

6. Confirm.

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

Delete Team¶

1. Click the delete button;

2. A secondary confirmation dialog is displayed;

3. Confirm.

After the team role is deleted, the team members will also lose that team role.