Articles on: Workspace Settings

Workspace Members Settings

The Members settings is a crucial component of workspace settings in Astra OrbitX platform. It provides a centralized view for managing team members and their access levels within the organization. You can invite your colleagues to the Astra OrbitX platform 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 depending upon their user role. This setting is a part of your workspace settings, meaning you must first select a workspace to view and manage members specific to that workspace.



Breakdown of Members Table



The Members table provides an overview of all the members within your workspace. The table includes the following columns:

Column NameProperty
NameDisplays the member's full name along with a small profile picture or icon. This helps quickly identify team members visually
EmailShows the email address associated with each member's account. This is typically used for login and communication purposes
MFAIndicating whether members have enabled this extra security feature.
RoleIndicates the member's level of access and responsibilities within the workspace
Added byShows the name of the person who invited or added the member to the workspace
Date JoinedDisplays the date when the member was added to the workspace



Inviting Team members to your workspace





Open Settings page from the Dashboard

Select a specific workspace (by default you workspace is selected) and navigate to the Members settings then click the Invite Members button located at the top right.



A side sheet will appear on the right side of your screen with fields for email addresses and role selection.



Enter email addresses in the provided field and click enter. You can also add multiple emails at once.

After entering the email(s) and selecting the role, then click "Invite Members" button at the bottom right of the side sheet to send the invitation(s).



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.

Understanding role types



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.


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.

Editing member details



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

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



In this sheet, 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.

Since this person has the owner role within the workspace it cannot be changed

Assigning member to a team



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


Open the edit member details sheet by clicking on member table row



This member is already a part of Front-end Team

Choose a team from the "Select Team" dropdown.



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



To remove a member from a team, click on the trash icon and the system will ask you for confirmation.



After confirming, the member will be removed from the team, and you'll return to the main Members page.

Assigning member to a target



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

Open the edit member details sheet by clicking on member table row



Choose a target from the "Select Target" dropdown.



Click "Add Target" to assign this member to that target.

To remove a member from a target , click on the trash icon and the system will ask you for confirmation.



After confirming, the member will be removed from the team, and you'll return to the main Members page.

Deleting a member



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.

Open the edit member details sheet by clicking on row

In the edit member sheet, click on "Delete Member" button available on the bottom left corner.



A confirmation dialog appears, warning that this action will revoke the member's access. Confirm delete.



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: 18/11/2024

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