Team Management

The Team Management section lets administrators view and manage authorized team members who are accessing your LoginRadius Admin Console. This feature provides a comprehensive list of team members. Administrators can edit roles and permissions, send password reset emails, log team members out of active sessions, and delete accounts. Roles and permissions can be customized for each team member to align with organizational needs.

The Team Members section allows you to add new team members to your LoginRadius account. These team members are granted the ability to manage LoginRadius services for your website and use customer management tools and analytics.

Admins or account owners can quickly add new team members by following the below steps.

Add Team Member

• Log into the LoginRadius Admin Console.
• Navigate to Tenant Settings > TeamMembers section.
• Click the Add Team Member button, and a dialog box will appear.
  • Fill in the fields as required and click the Save button.
  • Name (Optional): Enter the team member's name (if applicable).
  • Email ID (Mandatory): Provide the team member’s email address.
  • App Name: Select from the dropdown list (required). If left blank, an error message will appear: "App Name is required."
  • App Roles: A dropdown list for selecting one or more roles assigned to the team member within the app.
  • Additional Permission (Optional): This field allows you to specify additional permissions for the team member. These permissions can be specific to certain tasks or actions within the application.

The newly added team member will receive an invitation email with a Set My Password Now button, which will allow them to create a password for future logins.

Assigning appropriate roles ensures they have the necessary permissions to perform their responsibilities effectively.

For more details and support, administrators can refer to the Role Access Permissions documentation.

Manage Team Members

The TeamMembers section also provides a comprehensive list of team members. Administrators can edit roles and permissions, send password reset emails, log team members out of active sessions, and delete accounts. This flexibility allows roles and permissions to be customized for each team member, aligning with the evolving organizational needs.

An administrator can follow the steps below to perform any of the aforementioned actions.

1. Log into the LoginRadius Admin Console and navigate to Tenant Settings > Team Members section.

2. Click the action button in the Action column next to the desired team member in the team member list and select the desired action.

   • Edit - To reassign app roles and additional permissions.
   • Delete - To remove the team member from a specific tenant.
   • Resend Password - To send a password reset email containing a Reset Your Password button, allowing the team member to reset the password.
   • Logout this User - To revoke all the active sessions of the team member.
   • Transfer Ownership—This option is available when signed in with the owner role and can be used to assign ownership.

Multi-Tenant Access

A team member may be assigned the same or different roles across multiple tenants in certain scenarios. Each tenant functions independently, maintaining its user base and configurations. To streamline access, team members with permissions in multiple tenants can follow the steps outlined below to navigate directly to any tenant they can access.

3. Log into the LoginRadius Admin Console.
4. Click on the field displaying the current tenant's name in the top-left header bar, click on the name, and select the Switch Tenant.
5. A list will open, displaying Owned Tenants (where the assigned role is of an Owner), Shared Tenants, and a Get All Tenants button.
6. Select a tenant from the list to navigate to it.

Alternatively, after selecting the Get All Tenants option, a team member can navigate directly to a specific section of any accessible tenant by choosing the relevant section from the dropdown under the Navigate column in the available list. The team members can also click the Leave Tenant button to remove themselves from the respective tenant.

This ensures efficient management of tenant-specific tasks and seamless transitions between environments.

1. Team Management SSO Overview
2. Tenant Management Overview
3. Customer Management Overview