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Manage users and teams

Use Settings › Users to decide who can use the console and what each person can do, and Settings › Teams to group people. You need the admin role or higher.

Four roles run in a strict order of privilege, each including everything below it:

RoleWhat it can do
ownerFull ownership: every permission, plus team and organization management
adminFull access: users, teams, settings and all content
editorManages resources and configuration, such as intent policies, zones and agent ownership
viewerRead-only access to resources and configuration

Every invitee starts as a viewer. Grant the higher roles deliberately, to the few people who need them. The Role Permissions Reference on the page lists each permission per role.

  1. Open Settings › Users and choose Invite User.
  2. Enter their email address and the role they start with, and send the invitation.
  3. The person receives an email with a registration link tied to that address. You can also copy the invitation link and share it yourself.

An invitation can expire or be revoked, and each one can be used once. Whoever has an address in one of your organization’s allowed email domains can also join through single sign-on without an invitation; see Set up single sign-on.

The Users settings page of the OpenLatch console, in the Crispy Pay demo organization.The Users settings page of the OpenLatch console, in the Crispy Pay demo organization.
Settings › Users: each member with their role and status.

Open a user to change their role or their details, or to reset their password. Select several users to activate, deactivate or delete them together. A deactivated user keeps their history and cannot sign in. Every change of role or membership is recorded in the audit trail.

Teams group users, for example by department or by the agents they look after.

  1. Open Settings › Teams and choose Create Team.
  2. Name it, describe what it is responsible for, and add its members.
The Teams settings page of the OpenLatch console, in the Crispy Pay demo organization.The Teams settings page of the OpenLatch console, in the Crispy Pay demo organization.
Settings › Teams: each team, its description and its members.

Deleting a team removes its memberships; the users themselves stay in the organization.