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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, and more.

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

Member Operations

Search Members

Quickly locate members using the following two methods:

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

  • Quick Filter: Filter members by 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 the Owner and Administrator can perform batch operations.

Delete Members

Select the member(s) to delete, and click the button on the right.

Note

Only the Owner and Administrator can delete members. The Owner role itself cannot be deleted. You can demote the current Owner to Administrator and then delete them.

Edit Members

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

  • Set Nickname: Add a personalized nickname for the member;

  • Configure Role and Team: Adjust the member's role and team as needed.

Note

Only the Owner can use the remark feature.

Invite Members

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

Currently, members can be invited from two entry points. For more information, refer to Invitation Entries 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 includes detailed information such as the member's username, email, nickname, role, team, identity provider, and remarks.

Member Details

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

Click the Edit button on the right 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) and accessing Guance by configuring SSO. There is no need to synchronize users between Guance and the enterprise IDP. Enterprise employees can log in and access Guance with the specified role.

In Member Management, click SSO Management to learn more by referring to the documentation SSO Management.

Team Operations

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

The Benefits of Teams

If an enterprise needs to set different alert strategies for different teams so that relevant teams can promptly address and resolve issues, they can set up teams, add relevant team members to the team, and then set the alert notification recipients to the team in the alert strategy.

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;

  3. In the left list of members to add, all members not in this team are displayed. You can search for members to add using the search box;

  4. Select the member(s);

  5. Click "Confirm". The member(s) will be added to the right member list.

Note

When adding members, the team name will be checked for duplication. If the name is duplicated, it cannot be saved.

Delete Team

  1. Click the delete button;

  2. A secondary confirmation pop-up will appear;

  3. Click "Confirm". The team will be deleted.

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