Tenant Member Management

Team Owners are able to centrally manage access of all existing and new dashboard users of tenants under the team. We support adding tenant members through the Team dashboard, while removing and updating members access and roles to one or more tenants still occurs from within the tenant through the Manage Dashboard.

Turning on Tenant Member Management allows for greater security control on who has access to tenants and what actions they are permitted to carry out on the tenants. Team Owners are able to delegate tenant administrators the ability to add, remove, and update tenant members from within Manage Dashboard.

Turn on Tenant Member Management

Tenant Member Management can be activated by going into the Settings section of the Teams dashboard, selecting the check box and clicking Save.

What to expect when the Tenant Member Management is activated

  • A background process is started to replicate all current tenant members as team members with the contributor role.

  • If user already exists as a Team Member the role with the higher privileges is maintained.

Assign Team Member to Tenants with Tenant Member Management

  1. Select Members on the left side of the Teams Dashboard.

    Member list from Teams Members pages

  2. Select the Team Member name you will like to assign to a Tenant to open up the Member details page.

    Member details page for selected Team Member

  3. Click on the Add Tenant Access button on the top right to open up the Add Tenant Access window.

    Modal to assign Tenant Access to the Selected Member

  4. Start typing the Tenant name if known within the search window or click the dropdown icon to list tenants.

    Selecting one or more tenant to grant access to Team Member

  5. Tab to complete if typing or select the tenant from the drop down list. You can select one or more tenants up to 5 from the list of tenants.

  6. Select one or more of the desired roles to assign to the Team Member for each selected tenants.

    Assigning specific role for the Team member onto the selected tenants.

  7. Click on the Assign button when done to grant access.

    Team Member details page showing list of tenant access and roles confirmation

Edit Tenants Membership with Tenant Member Management

Editing of tenant membership is done using the Manage Dashboard.

Delete Tenants Membership with Tenant Member Management

Deleting of tenant membership is done using the Manage Dashboard.

Tenant Membership invite Delegation

Teams owners are able to delegate team and tenant membership invites to Tenant admins through the Just In Time Membership feature under the Security Policies - SSO Enforcement configuration menu.

Just In Time allows for team members accounts to be auto created in Teams based on successful login using the enterprise IdP connection. Thereby tenant admins can continue to invite dashboard users from within the Manage Dashboard. Users are able to accept the invite and successfully login using the enterprise IdP.

Teams owners have the option to restrict new team member account creation by toggling off the Just In Time feature for each enterprise IdP. This prevents auto creation of team member accounts.

Enterprise IdP Connection JIT

Managing Connections

The Tenant Member Management feature allows for managing the connection used to accept invite and authenticate dashboard users through Security Policies.