Manage your Team

Modified on Tue, 4 Jun at 5:34 PM

Select Management in the navigation bar and choose “Team Management” from the dropdown. The Team Management feature in CloudDefense allows you to create and manage teams effectively, providing admins with the flexibility to control user access and application visibility. Here's a step-by-step guide to help you manage your teams seamlessly.

Creating a New Team

Step 1: Navigate

Click on the Management tab in the navigation bar and choose Team Management in the dropdown. You will see a screen as shown in image.

Note: that this tab is only available for admins.

Step 2: Create a New Team

Provide a team name and an optional description, then click the green Create button to establish the team.

Your team is now created! For demonstration purposes, a sample team named Frontend is shown.

Understanding Team Management Numbers

The counts at the top of the Team Management screen offer a quick summary of your team's status. Here's what each count means:

  • Teams: Displays the number of teams created in your organization or accessible to you.

  • Admins: Shows the number of admins in teams accessible to you.

  • Employees: Reflects the number of employees in your organization (for Super Admins) or within your managed teams (for Team Admins).

  • Applications: Lists all applications that can be added to the team.

Note: All counts depend on your role and access level. For example, a Super Admin will see counts for the entire organization, while a Team Admin will only see counts for teams they participate in.

Exploring Team Details

Clicking on a team takes you to its detailed page, where you can:

  • Delete Team: Click the trash icon to delete the team. Note that the team must be empty (no applications or users linked) to be eligible for deletion.

  • Team Stats: View how many users, admins, and applications are in the selected team.

  • Manage Team Name and Description: Update the team name and description directly on the Team Configuration section.

  • Add Users to the Team: Invite new and existing users as team members.

  • Add Applications to the Team: Make applications visible to team participants.

Managing Team Actions

Delete Team: Click the trash icon at the top bar to delete a team. If the team is empty, a confirmation modal will appear. Otherwise, you'll see an action-required modal explaining what needs to be removed.

Team Stats: Counts reflect data for the selected team.

Manage Team Name and Description: Simply change the inputs and click Update.

Add Users to the Team

Click the "Add Users" button in the Team Users section to redirect to the user management screen.

Search for existing users by email or add new users via the "New User" tab.

User Roles:

  • Super Admin: Full access to all team features and can modify roles.

  • Team Admin: Controls the activities of team members only.

  • App User: Can perform scans but lacks administrative functions.

Fill in the form with the user's email and role, and click Invite. The user will receive an invitation email and be added with a "Pending" status.

Note: One user can belong to multiple teams but will maintain the same role across all teams.

Managing Users:

Click the menu icon (three dots) next to each user to access additional actions:

  • Deactivate User: Prevent the user from accessing your organization.

  • Remove User from Team: Keeps the user in the organization but removes them from the current team.

  • Resend User Invite: Re-sends an invite to users who haven't accepted it yet.

Add Applications to the Team:

Click the "Add Application" button to include applications in the team. You'll be redirected to a page listing available applications.

Note: An application can currently be added to only one team. If an application is already added to a team, it won't appear in the list of available applications.

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