Introduction

You can invite your colleagues to the Astra Dashboard and collaborate with them for our pentest products. The invited team member will be able to access the dashboard for the specific site or target and make settings changes like you can. However, for security reasons, the Subscription & Billing information is only visible to the user who purchased the subscription.

What is a member settings page?

The Members page is a crucial component of workspace settings in this collaborative platform. It provides a centralized view for managing team members and their access levels within the organization. Here, administrators can easily see all members, their roles (such as Owner, Admin, or Restricted), who added them, and when they joined.

The Member settings page offers functionalities like inviting new members, searching for existing ones, and potentially modifying user permissions. This streamlined interface enables efficient team management, ensuring the right people have appropriate access to the workspace.





The Members page is part of the workspace settings, which users can easily navigate using the left sidebar. This sidebar allows quick access to various management features like Teams, Subscriptions, and Payments. Users can also switch between different workspaces using a dropdown menu in the sidebar. By selecting "Members" from this menu, users can efficiently manage team composition and access rights for their chosen workspace. This layout provides a simple and centralized way to handle multiple aspects of workspace administration.

What information is shown on the members table?

When you navigate to the Members page, you'll find a clean, intuitive interface that provides a comprehensive overview of your team. The page is designed to give you all the essential information at a glance, while also offering easy access to more detailed management options.




Name: Displays the member's full name along with a small profile picture or icon. This helps quickly identify team members visually.

Email: Shows the email address associated with each member's account. This is typically used for login and communication purposes.

Role: Indicates the member's level of access and responsibilities within the workspace. Roles are color-coded for easy recognition:
- Owner (green): Likely has full control over the workspace
- Admin (blue): Has administrative privileges
- Restricted (red): Has limited access to certain features
- Full Member (orange): Standard access to workspace features

Added by: Shows the name of the person who invited or added the member to the workspace. This helps track how the team has grown and who's responsible for bringing in new members.

Date Joined: Displays the date when the member was added to the workspace, formatted as DD MM, YY (e.g., 17 Jul, 24). This helps track the growth of your team over time.

Additionally, the table includes an MFA (Multi-Factor Authentication) column, represented by a shield icon, indicating whether members have enabled this extra security feature.

How to invite members in your workspace?

Click on Getting Started




Scroll down to Invite Team Members section and click on Invite Members button, this will take you to the member settings page with your workspace selected on left sidebar




Click on the "Invite Members" button located in the top-right corner of the Members page, This blue button initiates the invitation process.



After you click on the button the side sheet slides in from the right with fields for email addresses and role selection.



Type in the emails
Enter email addresses in the provided field and click enter. You can add multiple emails at once, separated by commas or new lines.

Select role for the new members from the dropdown menu.
Here is detailed information about the available roles:

Workspace Full Member:
This role grants comprehensive access to the workspace. Members can interact with all targets, update the status of issues, and mark false positives. They have full operational capabilities but cannot modify workspace settings or access billing information.

Workspace Admin:
Admins have the highest level of access within the workspace. They can do everything a Full Member can, plus modify workspace settings and view billing information. This role is suitable for team leaders or project managers who need to oversee and configure the entire workspace.

Workspace Billing Member:
This specialized role is focused on financial aspects. These members have access to subscription settings and invoices, making it ideal for finance team members or those responsible for managing the account's billing without needing full administrative access.

Workspace Restricted Member:
This role has the most limited access, confined only to shared targets. It's suitable for external collaborators, temporary team members, or those who only need access to specific parts of the workspace.

Click "Invite Members" button.
After entering the email(s) and selecting the role, click the blue "Invite Members" button at the bottom right of the side sheet to send the invitation(s).
Each role is designed to provide the appropriate level of access based on the member's responsibilities within the team, ensuring both flexibility and security in managing the workspace.

Success notification
After clicking the "Invite Members" button, two notifications appear at the bottom right of the screen:

-First, a blue notification stating "testing@yopmail.com is being invited"
-followed by a green notification confirming "testing@yopmail.com invited successfully"




Note: The email address "testing@yopmail.com" is shown here for demonstration purposes. This is a test email used to showcase the invitation process in the screenshot. In a real scenario, you would see the actual email address of the person you invited.


Table gets updated
The newly invited member should appear in the Members list immediately after the invitation is sent. If you don't see the new member listed right away, try refreshing the page once. after refreshing, you should see the new member in the table.

How to edit members details in your workspace?

Find the member you want to edit in the Members list and click on their row.



This opens the "Edit Member Details" panel on the right side of your screen.

In this panel, you can view the member's email address, but you can't change it.



You can change the member's role using the dropdown menu. Select the appropriate role based on their responsibilities. Once you click on the new role, it will be automatically updated in the backend without needing to save separately.

For example: In this case, let's change the role from Restricted Member to Workspace Admin.



As you can see in the member list, the role has immediately updated from Restricted (shown in red) to Admin (now displayed in blue). This change is instantaneous and reflects the new permissions granted to the member.



You can also assign this member to a team, for this you need to use the Teams tab:

-Choose a team from the "Select Team" dropdown.





-Click "Add Member" to assign this member to that team.



- If they're already in teams, you'll see those listed here.



- Once you click on "Add Member," you'll see a success toast message saying "Team member added successfully," and you'll also see the new team added for the member, as shown by "Divyansh Team" in the image below



- To remove a member from a team, look for a trash can icon next to each team name, as illustrated in the image where you can see a small trash can icon to the right of "Divyansh Team."



- When you click the trash can icon, you'll see a confirmation popup asking if you want to delete the member from the team, as shown in the image.



- After clicking "Delete", the member will be removed from the team, and you'll return to the main Members page where you'll see the updated team membership reflected.


For managing target access, switch to the "Targets" tab:



- Here you can add the member to specific targets they need access to.



If you need to remove the member entirely, there's a "Delete Member" option at the bottom of the panel.



- If you want to proceed with removing the member from the team, click "Delete". If you've changed your mind, click "Cancel" to close the panel without making any changes




Remember, adjusting these settings helps maintain proper access control and organization within your workspace

How to delete a member in your workspace?

Click on the member's row in the Members table.



This action opens the "Edit Member Details" side panel



Initiate deletion: Scroll to the bottom of the side panel. Locate and click the "Delete Member" button on the left.



Confirm deletion: A confirmation dialog appears, warning that this action will revoke the member's access. You'll see options to "Cancel" or "Delete".



Complete deletion: Click the "Delete" button to confirm and remove the member.




Receive confirmation: A success message briefly appears, confirming the member has been removed from the team.




Warning: Deleting a member is a permanent action. Once deleted, the member will lose access to all workspace resources and data. This action cannot be undone. Ensure you have the proper authorization and have considered all implications before proceeding with member deletion. If you're unsure, consider temporarily restricting the member's access instead of deleting their account.

Updated on: 04/09/2024