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Portal-Manage your Team - Overview

Portal-This guide will help you navigate the Teams section of your system to search, filter, and manage team members effortlessly.

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Written by QA
Updated over a month ago

Overview

The Teams list in Portal helps you manage users efficiently.
From this view, you can search for team members, filter by role, and perform common actions such as viewing keys, generating new keys, editing roles, or removing access.


Key Concepts

  • Teams List: A table showing all team members and their roles.

  • Actions Menu: A three-dot menu that contains management actions for each user.

  • Keys: Access credentials assigned to a team member.


How to Find Team Members

Use the tools at the top of the Teams table to quickly locate users.

Search Team Members

Use the Search bar to find a team member by name or details.

Filter by Role

Use Filter options to display team members based on their roles.


Once you locate a team member, you can manage them using the action menu.

  1. Find the team member in the Teams list.

  2. Click the three-dot menu on the right side of their row.

  3. Select the action you want to perform.

Available Actions

  • View Member Keys
    View all keys assigned to the selected team member.

  • Generate a New Key
    Create and assign a new key to the team member.

  • Edit Team Member
    Update the user’s role and permissions.

  • Remove Team Member
    Remove the user from the team.
    You must type remove to confirm the action.


Tips / Best Practices

  • Use filters to manage large teams faster

  • Review assigned keys before removing a team member

  • Confirm role changes to avoid unintended access

  • Remove inactive users regularly


Troubleshooting / FAQs

I can’t see the three-dot menu
You may not have permission to manage team members.

Why can’t I remove a user?
Only users with sufficient permissions can remove team members.

Does removing a user delete their keys?
Yes. Access is revoked immediately upon removal.


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