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Account Members

In this section, you will find information about Members in your StackSpot Account.


Overview

Members are users you add to your Organization to collaborate within your StackSpot Account. In this section, you will learn:

  • How to add new Members.
  • How to activate or block Members.
  • How to manage Account Members.

Prerequisites

Adding members to your Account

danger

If you have configured SSO for your account and integrated an Identity Provider (e.g., Azure AD) to manage users, the process for adding Members is not the one you should follow now.

To learn how to import Members from an Identity Provider into StackSpot, see the SSO Configuration guide.

Step 1. Go to the Account Portal;

Step 2. Click the 'Organization' option;

Step 3. Now click Access Management;

Step 4. Click 'Members', then click the 'Add Members' button;

Step 5. Fill in the fields with the following information:

  • First name
  • Last name
  • Mobile phone
  • Corporate email

Step 6. Set a temporary password in the 'Password' and 'Confirm password' fields;

This password must be changed by the user on their first login.

Click the 'Save' button.

Step 7. Return to the Members screen, find the user you just created, and click their ID;

Step 8. Go to the 'Groups' tab and click the 'Add Groups' button;

Step 9. Select the desired groups (e.g., AI Admin, AI Developer, Developer) and click the 'Add Groups' button;

How to reset a password

Follow these steps so the user can reset their password at the next login:

Step 1. Go to the 'Members' section;

Step 2. Find the user you want to update and click their ID;

Step 3. In the 'Member Information' tab, fill in the following fields:

  • Password
  • Confirm password

This password must be changed by the user on their next login.

Step 4. Click the 'Save' button.

Managing Account member information

You can edit Member information after adding them to your Account. Follow the steps below:

Step 1. Go to the Account Portal;

Step 2. Click the 'Organization' option;

Step 3. Now click Access Management, then click 'Members';

Step 4. In this section, you will find a list of all Members in your account. Here is the information you can see for each Member:

  • User ID
  • Name
  • Email
  • Member status: Activated/Blocked

Step 5. Click the Member you want to manage or edit information for. See below the available information:

Edit Member Data

In the 'User Information' tab, you can edit any information you configured when you added the Member to your Account. Follow the steps below:

  1. Click the 'Edit' button and make your changes;
  2. After editing, click the 'Save' button.

Edit Member group

In the 'Groups' tab, you can add the Member to a Group. Follow the steps below:

  1. Click the 'Groups' tab;
  2. Click the 'Add Groups' button;
  3. Select a Group from the list;
  4. To save, click the 'Add' button.

Add or remove a role from a member

In the 'Roles' tab, you can add a role to the member.

tip

It is good practice to add a Member to a Group, instead of assigning a role and resource directly to a person.

For more information, see the Groups page.

Add a new role

Follow the steps below:

  1. Click the 'Add Role' button;
  2. Select the roles and click the 'Add' button.

Remove a role

Follow the steps below:

  1. Click the 'Remove' button next to the role you want to remove.
  2. Confirm removal.

Manage member resources

In the Resources tab, you can see which resources the member is allowed to work with.

Example

If an Account member has the Content Creator role but does not have permission to create Plugins in a newly created Studio called 'Studio test', you need to add this permission to their profile.

So, in this resources tab, you can choose/assign which Studios the member can create Plugins in.

In this example, you would assign the resource: create Plugins inside 'Studio test.' In this tab, you can both add a new resource to an Account member or remove a resource.

To do this, follow the steps below:

How to add a resource to an Account member

Step 1. Click the 'Add Resource' button;

Step 2. Search and select the resource(s) you want to add;

Step 3. Click the 'Add' button.

How to Remove a Resource from an Account member

Step 1. Click the 'Remove' button next to the resource you want to delete;

Step 2. After configuring everything, click the 'Save' button.

Next Step

  • Create Groups to manage roles and permissions for your Account members.