Member Management in RudderStack

This guide explains how to manage members in your organization’s workspaces, including inviting new members and managing their roles and permissions.

Member limit

The number of team members you can add to your workspace depends on your RudderStack plan:

Manage invitations

This section explains how to invite new members to your organization’s workspaces and manage their invitations.

Invite new members

1. Go to Settings > Access Management and click the Invitations tab.
2. Click Invite users.

3. Specify the email address of the member you want to invite. You can add multiple email addresses separated by commas. Then, click Add.

4. Select the member role from the dropdown. Click Next to proceed.

5. Select the groups you want to add the member to.

6. Optional if you have followed Step 5: Select the workspaces to add the member to. Then, click Next.

To invite a member to the organization, they need to be assigned to at least one group or workspace.

7. You will see a confirmation window to verify the invitation details. Click Invite to send the invitation.

The invitations are valid for 3 days before they expire.

Delete invitations

Click the meatballs menu (...) next to the invitation and select Delete invitation.

Manage members

This section explains how to manage members in your organization’s workspaces, including:

• Viewing member details
• Assigning members to groups
• Removing members from your organization

View member details

1. Go to Settings > Access Management and click the Users tab.
2. Click the meatballs menu (...) next to the member and select View member details.

Here, you can:

• See the workspaces the member is a part of
• Add the member to a different workspace
• Add a member to a group

Add member to a different workspace

1. Under Individual Permissions tab, click Add workspace policy.
2. Select the workspace to add the member to and click Add.

Once added, the member will automatically inherit the Baseline Workspace Policy configured for that workspace.

Add member to a group

1. Go to Settings > Access Management and click the Users tab.
2. Click the meatballs menu (...) next to the member and select Add to groups.
3. Select the group to add the member to and click Next.

4. In the confirmation window, click Add to add the member to the specified groups.

Delete member

1. Go to Settings > Access Management and click the Users tab.
2. Click the meatballs menu (...) next to the member and select Delete member.
3. In the confirmation window, click Delete to remove the member from your organization.

Once removed, you will need to invite the member again for them to access your organization’s workspaces.

Bulk actions

You can perform bulk actions on members in your organization, including adding multiple members to groups, or removing them from your organization.

Add multiple members to a group

1. Select the members you want to perform the action on.
2. Click the Add to groups bulk action at the bottom.
3. Select the groups and click Next.
4. Verify the changes in the confirmation window and click Add.

Remove multiple members from your organization

1. Select the members you want to perform the action on.
2. Click the Delete bulk action at the bottom.
3. Verify the changes in the confirmation window and click Delete.

Member roles

When you invite a new member to your organization, you can assign them a role that determines if they have full or customized access to your organization’s resources.

RudderStack defines two types of roles:

Manage member roles

You can upgrade or downgrade a member’s role at any time, depending on your organization’s needs.

1. Go to Settings > Access Management and click the Users tab.
2. Click the meatballs menu (...) next to the member and select Make Admin or Make Member, depending on the member’s current role.