EQTY LabDocs

Member Management

Add and remove organization and project members, view a member's roles and activity, and change their roles.

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About Member Management

Members are managed in two distinct scopes:

  • Organization-wide
  • Within a specific project

Permissions

  • Organization Owners can manage organization members.
  • Organization Owners and Project Owners can manage project members.

Learn more about Roles and Permissions.

Key concepts and actions associated with Member Management include:

Managing Organization Members

Members are first added to an organization through their Identity Provider (IdP) like Keycloak or Auth0.

To manage organization members:

  1. Navigate to the application header
  2. Select the profile dropdown → Select Members
  3. You will be taken to Organization Members

The Organization Members page in grid view, with a card for each member showing their email, role, when they were last seen, and when they joined, and the Add Member button.

Viewing a member

To view an organization member:

  1. Select member → Member Details

To view your own member page:

  1. Select the profile dropdown → Select Your Profile

The page shows:

  • Profile — the member’s name, email, and status, and when they joined and were last seen
  • Identity — the member’s DID
  • Roles & Permissions — each role the member holds, whether it applies to the organization or to projects, and how many permissions it grants. A project role names its project, or counts them when there are several; hover the count to see their names. Select View Permissions to see every permission and project for each role.
  • Activity — the member’s actions over the last year, shown by day. Select a day to list that day’s actions, select an action to open it in Activity Logs, or select View All Activity to open Activity Logs filtered to the member. Shown only if you hold View Project Data in the organization or one of its projects.

A member who hasn’t accepted their invitation yet shows an Invitation Pending notice, naming who invited them and when. Their roles take effect once they accept.

Adding a member

To add a member to your organization:

  1. Select Add Member
  2. Under Member, select a user who is already on the platform or an external user from your identity provider
  3. Under Access, choose Organization Owner for full access across the organization, or Project Access
  4. For Project Access, choose the projects for each Project Role the member should hold. Optionally, select Additional Roles such as Agent Operator
  5. Select Add to Organization, or Import & Add User for an external user

The Add Team Member dialog with Sam Okafor selected, Project Access chosen, Implementation Owner granted on Verifiable Compute, the other project roles and the Agent Operator additional role unselected, and the Add to Organization button.

Updating organization member roles

To update an organization member’s roles:

  1. Select member → Member Details
  2. Select Manage Roles
  3. Under Access, choose Organization Owner or Project Access
  4. For Project Access, under Project Roles, use Choose projects beside each role to pick the projects where the member holds it. Optionally, select Additional Roles such as Agent Operator
  5. Select Review Changes
  6. Review the changes, then select Update Roles

The Manage Roles & Permissions dialog with Project Access chosen: each project role with its description and a Choose projects selector, Audit Owner granted on Verifiable Compute, Agent Operator under Additional Roles, and the Review Changes button.

Removing an organization member

To remove an organization member:

  1. Select member → Member Details
  2. Select Remove Member
  3. Type the organization member name to confirm
  4. Select Remove

Managing Project Members

After being added to an organization, members can be added, removed, or have their roles changed within a project.

To manage project members:

  1. Open the project from Projects
  2. In the project sidebar, select Project Settings

Select a project member to open their Member Details, the same page described in Viewing a member.

Adding a member to a project

To add an organization member to a project:

  1. Select Add Member
  2. Under Member, select a member of your organization
  3. Under Project Roles, select one or more roles
  4. Select Add to Project

Updating project member roles

To manage a project member’s role:

  1. Identify member and select vertical ellipses menu
  2. Select Edit Roles
  3. In Manage Roles & Permissions, select or clear Project Roles
  4. Select Review Changes
  5. Review the changes, then select Update Roles

Removing a member from a project

To remove a project member:

  1. Identify member and select vertical ellipses menu
  2. Select Remove Member
  3. Type the project member name to confirm
  4. Select Remove