Member Management¶

You can centrally manage all members of the current workspace through Member Management, including setting role permissions, inviting members and assigning permissions, configuring teams, and enabling SSO.

Only workspace Owner, Administrator, and custom roles with Member Management permissions can manage members. For more details on 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: Filter by member role, team, and login type.

Column Display Settings¶

Above the member management list, click the Settings button to customize the table columns. You can toggle the following displays:

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

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

Personal API Key Management¶

Administrators with Personal API Key usage permission management can view the personal API key usage status of members in the member list, and enable or disable this capability for individual or multiple members who support personal API keys.

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

Batch Operations¶

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

Delete Members¶

Select the member to delete 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 actions:

• Set Nickname: Add a personalized nickname for the member.
• Configure Role and Team: Adjust the member's personal role and assigned team.
• Add Notes for the Member (❗️Only available to Owner).

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 details, see Invitation Entry and History.

Export Members¶

Select the members to export and click the Export button to export the selected member information as a CSV file. The file includes details such as username, email, nickname, login type, role, team, identity provider, and notes.

Member Details¶

After a member is invited to the workspace, click any member in Member Management to slide out their details, including name, creation/update time, email, role, and role permissions.

• Click the Edit button on the right to change role permissions and team.
• 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 managing employee information in their local IDP (Identity Provider). By configuring SSO, employees can access Guance without needing to synchronize users between Guance and the enterprise IDP, and can log in with the designated role.

In Member Management, click SSO Management. For more details, see SSO Management.

Team Management¶

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

Use Cases¶

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

For more details on alert policy settings, see Alert Policy.

Create/Edit Team¶

1. Go to Team Management > Create Team.
2. Customize the team name (must be unique).
3. Select the team role.
4. In the left panel showing members not yet in this team, you can search for members to add.
5. Select the member.
6. Confirm.

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

Delete Team¶

1. Click the Delete button.
2. A confirmation dialog appears.
3. Confirm.

After deleting the team role, the affiliated members will lose that team role.