Manage team members and roles
Invite teammates to the Scalekit dashboard, give each one the Admin, Developer, Member or No Access role, and override a role for one environment.
Invite your team to the Scalekit dashboard and give each person a role that matches their work. Roles control who can view or change your SSO connections, directories, organizations and other settings. A role applies to every environment in the workspace unless you override it for one environment.
Using AgentKit? AgentKit team members and roles lists what each role can do in AgentKit.
Before you start
Section titled “Before you start”- You need the Admin role to invite people or change roles. Other roles can see the team but can’t change it.
| Role | For |
|---|---|
| Admin | Full access to everything, including members, roles and billing. |
| Developer | Build and configure your integration. Can’t manage members, roles or billing. |
| Member | Read-only access to settings. |
| No Access | Can’t open the dashboard. Use it to suspend someone without removing them. |
What each role can do for modular SSO and SCIM:
| Area | Admin | Developer | Member |
|---|---|---|---|
| SSO connections and domains: view | Yes | Yes | Yes |
| SSO connections and domains: create, edit and delete | Yes | Yes | No |
| Directories (SCIM): view, including synced users and groups | Yes | Yes | Yes |
| Directories (SCIM): create, edit and delete, including SCIM tokens | Yes | Yes | No |
| Organizations: view | Yes | Yes | Yes |
| Organizations: create and edit | Yes | Yes | No |
| Organizations: delete | Yes | No | No |
| Admin portal links: generate and revoke | Yes | No | No |
| Auth logs | Yes | Yes | No |
| API credentials: view and generate secrets | Yes | Yes | No |
| Webhooks: view | Yes | Yes | Yes |
| Webhooks: create and edit | Yes | Yes | No |
| Billing | Yes | No | No |
| Team, roles and environment access: view | Yes | Yes | Yes |
| Team, roles and environment access: change | Yes | No | No |
No Access can do none of these.
Invite a teammate
Section titled “Invite a teammate”Only people you invite can join your workspace.
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Open Workspace > Team Members and select Invite.
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Enter their Email, choose a Role, and select Invite.
The person appears in Team Members with the role you chose.
Change a role
Section titled “Change a role”In Team Members, open the member’s menu and select Edit role. Choose a new Workspace role and select Save.
Give a different role in one environment
Section titled “Give a different role in one environment”Under Environment access in the same drawer, select Set override next to an environment and choose the role for that environment only. For example, make someone an Admin in Development and a Member in Production. Reset to Default removes the override.
Remove a teammate
Section titled “Remove a teammate”In Team Members, open the member’s menu, select Remove Member, and confirm with Delete. To block access but keep the person’s record, give them No Access instead.
Create a custom role
Section titled “Create a custom role”When the four roles don’t fit, open Workspace > Roles and select Create role. Give it a Role name and Description, then choose its Permissions, or start from a preset such as Support or Billing Owner. You can only grant permissions your own role has.
Custom roles appear in the Role list when you invite or edit a member.
Check it worked
Section titled “Check it worked”Ask the teammate to sign in to the dashboard. In Team Members, their row shows the role you gave them. Open Edit role to see their Effective role in each environment.