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Managing Team Members

This topic describes how to manage team members in the Replicated vendor portal, such as inviting and removing members, and editing permissions.

Viewing Team Members

The Team page provides a list of all accounts currently associated with or invited to your team. Each row contains information about the user, including their multi-factor authentication (MFA) status and role-based access control (RBAC) role, and lets administrators take additional actions, such as remove, re-invite, and edit permissions.

All users, including read-only, can see the name of the RBAC role assigned to each team member. When SAML authentication is enabled, users with the built-in read-only policy cannot see the RBAC role assigned to team members.

Invite Members

By default, team administrators can invite more team members to collaborate. Invited users receive an email to activate their account. The activation link in the email is unique to the invited user. Following the activation link in the email also ensures that the invited user joins the team from which the invitation originated.

note

Teams that have enforced SAML-only authentication do not use the email invitation flow described in this procedure. These teams and their users must log in through their SAML provider.

To invite a new team member:

  1. From the Team Members page, click Invite member.

    The Invite team member dialog opens.

  2. Enter the email address of the member.

  3. In the Permissions field, assign an RBAC policy from the dropdown list.

  4. Click Invite Member.

    People invited to join your team receive an email notification to accept the invitation. They must follow the link in the email to accept the invitation and join the team. If they do not have a Replicated account already, they can create one that complies with your password policies, MFA, and Google authentication requirements. If an invited user's email address is already associated with a Replicated account, by accepting your invitation, they automatically leave their current team and join the team that you have invited them to.

Re-invite Members

Invitations expire after 7 days. If a prospective member has not accepted their invitation in this timeframe, you can re-invite them without having to re-enter their details. You must be an administrator to perform this action.

To re-invite a prospective member:

  1. Click Reinvite below the user's email address on the Team Members page.

  2. Click Reinvite in the confirmation dialog.

Edit Permissions

You can edit the policy that is assigned to a member at any time. For example, you can assign a different policy that gives access to additional resources.

To edit permissions for individual team members:

  1. From the the Team Members list, click Edit permissions next to a members name.
  2. Select an RBAC policy from the dropdown list, and click Save.

Enable Users to Auto-join Your Team

By default, users must be invited to your team. Team administrators can use the auto-join feature to allow users from the same email domain to join their team automatically. This applies to users registering with an email, or with Google authentication if it is enabled for the team. The auto-join feature does not apply to SAML authentication because SAML users log in using their SAML provider's application portal instead of the vendor portal.

To enable users to auto-join your team:

  1. From the Team Members page, click Auto-join from the left navigation.

  2. Enable the Allow all users from my domain to be added to my team toggle.

  3. For Default RBAC policy level for new accounts, you can use the default Read Only policy or select another policy from the list. This RBAC policy is applied to all users who join the team with the auto-join feature.

    note

    To add, edit, or delete custom RBAC policies, see Configuring Custom RBAC Policies.

Remove Members and End Sessions

As a team administrator, you can remove team members, except for the account you are currently logged in with.

SAML-created users must be removed using this method to expire their existing sessions because Replicated does not support System for Cross-domain Identity Management (SCIM).

To remove a member:

  1. From the Team Members page, click Remove on the right side of a user's row.

  2. Click Remove in the confirmation dialog.

    The member is removed. All of their current user sessions are deleted and their next attempt at communicating with the server logs them out of their browser's session.

    For Google-authenticated users, if the user's Google account is suspended or deleted, Replicated logs that user out of all Google authenticated vendor portal sessions within 10 minutes. The user remains in the team list, but they cannot log into the vendor portal unless the username and password are allowed.