Team Management
Understanding Team Roles
Section titled “Understanding Team Roles”Each member of your organization has one of three roles. Roles currently control team management (invitations, role changes, and removals). They do not yet restrict other actions: any member can view and change the organization’s sites, decoys, integrations, and billing.
Role Hierarchy
Section titled “Role Hierarchy”| Role | Description | Permissions |
|---|---|---|
| Owner | Organization creator, or anyone an Owner promotes | All team management, including promoting to Owner and changing or removing other Owners |
| Admin | Manages the team | Can invite, change roles, and remove members, but cannot promote to Owner or modify Owners |
| Member | Regular member | Cannot manage the team |
Permission Matrix
Section titled “Permission Matrix”| Action | Owner | Admin | Member |
|---|---|---|---|
| View team members | ✓ | ✓ | ✓ |
| Invite new members | ✓ | ✓ | ✗ |
| View and revoke invitations | ✓ | ✓ | ✗ |
| Change member roles | ✓ | ✓* | ✗ |
| Remove members | ✓ | ✓* | ✗ |
| Promote to Owner | ✓ | ✗ | ✗ |
*Admins cannot modify or remove Owners.
Renaming or deleting the organization is limited to the account that created it.
Accessing Team Settings
Section titled “Accessing Team Settings”To manage your team:
- Click your profile avatar (bottom-left)
- Select Team
You’ll see the Team Settings page with two main sections:
- Team Members: Current organization members
- Pending Invitations: Outstanding invites awaiting acceptance
Inviting Team Members
Section titled “Inviting Team Members”Owners and Admins can invite new members to the organization.
Sending an Invitation
Section titled “Sending an Invitation”- Click your profile avatar (bottom-left), then Team
- Click the Invite Member button
- Enter the invitee’s email address
- Select a role for the new member:
- Admin: Can manage the team
- Member: Cannot manage the team
- Click Send Invitation
What Happens Next
Section titled “What Happens Next”After sending an invitation:
- Email is sent to the invitee with a unique invitation link
- Invitation appears in your Pending Invitations table
- Expiration timer starts (invitations expire after 7 days)
- Invitee clicks the link and is taken to the acceptance page
Invitation Details
Section titled “Invitation Details”Each pending invitation shows:
| Field | Description |
|---|---|
| The invited person’s email address | |
| Role | The role they’ll receive upon acceptance |
| Invited By | Who sent the invitation |
| Expires | When the invitation will expire |
| Actions | Option to revoke the invitation |
Revoking Invitations
Section titled “Revoking Invitations”To cancel a pending invitation:
- Find the invitation in the Pending Invitations table
- Click the revoke button (trash icon)
- Confirm the revocation
The invitation link will no longer work after revocation.
Accepting an Invitation
Section titled “Accepting an Invitation”When someone receives an invitation, they’ll get an email with a unique link.
Acceptance Flow
Section titled “Acceptance Flow”Email Link → Invitation Page → Sign In (if needed) → Accept → DashboardFor New Users
Section titled “For New Users”If the invitee doesn’t have a WebDecoy account:
- Click the invitation link in the email
- View the invitation details (organization name, role, inviter)
- Click Create Account to Accept (or I already have a WebDecoy account)
- Sign up or sign in (Google, Microsoft, GitHub, or email)
- Accept the invitation to join the organization
For Existing Users
Section titled “For Existing Users”If the invitee already has a WebDecoy account:
- Click the invitation link in the email
- If not logged in, sign in first
- View the invitation details
- Click Accept Invitation to join
- Redirect to the organization dashboard
Invitation Page Information
Section titled “Invitation Page Information”The invitation page displays:
- Organization name
- Who invited them
- The role they’ll receive
- Invitation expiration date
- Accept and Decline buttons
Managing Existing Members
Section titled “Managing Existing Members”Viewing Team Members
Section titled “Viewing Team Members”The Team Members table shows all current organization members:
| Column | Description |
|---|---|
| Name | Member’s display name |
| Member’s email address | |
| Role | Current role (Owner, Admin, or Member) |
| Joined | Date they joined the organization |
| Actions | Available management actions |
Changing a Member’s Role
Section titled “Changing a Member’s Role”To change someone’s role (Owners and Admins only):
- Find the member in the Team Members table
- Click the role dropdown next to their name
- Select the new role:
- Owner: Full team control (use carefully)
- Admin: Team management
- Member: No team management
- The change takes effect immediately
Important restrictions:
- Admins cannot promote anyone to Owner
- Admins cannot change an Owner’s role
- The last Owner cannot demote themselves; transfer ownership first
Removing a Member
Section titled “Removing a Member”To remove someone from the organization:
- Find the member in the Team Members table
- Click the remove button (X icon)
- Confirm the removal
Important restrictions:
- The last Owner cannot remove themselves
- Admins cannot remove Owners
- Removed members lose all access immediately
Best Practices
Section titled “Best Practices”Role Assignment Guidelines
Section titled “Role Assignment Guidelines”| Scenario | Recommended Role |
|---|---|
| Company executives or security leads | Owner |
| IT administrators or DevOps engineers | Admin |
| Developers and analysts | Member |
| External auditors or contractors | Member (note that Members can still change settings today) |
Security Recommendations
Section titled “Security Recommendations”- Limit Owner count: Only essential personnel should be Owners
- Use Admin sparingly: Give Admin access only to people who manage the team
- Invite only people you trust with settings: every role can currently change sites, decoys, integrations, and billing
- Review regularly: Periodically audit team membership
- Revoke promptly: Remove access when team members leave the company
Invitation Best Practices
Section titled “Invitation Best Practices”- Verify email addresses before sending invitations
- Set appropriate roles upfront rather than changing later
- Follow up if invitations aren’t accepted within a few days
- Revoke expired invitations to keep the pending list clean
Troubleshooting
Section titled “Troubleshooting”Common Issues
Section titled “Common Issues”| Issue | Solution |
|---|---|
| Invitation email not received | Check spam folder; verify email address is correct |
| Invitation link expired | Revoke old invitation and send a new one |
| Cannot change someone’s role | You may not have permission (check if they’re an Owner) |
| Cannot remove a member | You cannot remove Owners as an Admin |
| Member can’t see detections | Verify they’re viewing the correct property |
Getting Help
Section titled “Getting Help”If you encounter issues with team management:
- Check the Troubleshooting guide
- Contact support at [email protected]
Next Steps
Section titled “Next Steps”Now that your team is set up:
- Managing Properties - Organize resources across your team
- Subscriptions & Billing - Understand plan limits
- API Keys - Create keys for team automation