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Invite different members of your team through Console, and determine what role you want them to have. The role determines their access to user data, API keys, billing, and other permissions.

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Adding team members

  1. Sign in to Console with an Admin account.
  2. Navigate to the Members tab within the Settings section of Console.
  3. Select Add members.
Add team members in the Settings area of Console.
  1. In the pop-up menu, select a role for the new member depending on the permissions you would like them to have. You can also optionally assign them to a group if this functionality is enabled.
  2. Add the email addresses of the members you would like to invite to Console. Members can be added in bulk using commas or a new line per member, allowing you to copy and paste directly from an Excel or CSV file.
  3. Select Invite members.
The invited team member will receive an email with instructions on setting up their Console account.

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Roles and permissions

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Admin

  • Can invite or delete Console members.
  • Can create groups, and add or remove members from groups.
  • Can send invites and view connected accounts.
  • Can access API keys.
  • Can use all Console capabilities.

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Full member

  • Same permissions as Admins, except:
  • Cannot invite or delete Console members.
  • Cannot create, edit, or delete groups.

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Operations

  • Can send invites and view connected accounts.
  • Cannot invite or delete Console members.
  • Cannot create, edit, or delete groups.
  • Cannot access API keys.
  • Cannot access the Dashboard, Flows, Coverage, Webhooks, and Billing sections of Console.
  • Can be restricted from using Sandbox mode in Console (see Other Settings).

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Operations (limited)

  • Same permissions as Operations, except:
  • Cannot view connected accounts related to invites sent by other Console members, unless Cc’d on the original invite.

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API developer

  • Can access API keys.
  • Can only view metadata related to connected accounts, such as connection status or account ID’s.
  • Cannot view personal user data or send invites.
  • Cannot invite or delete Console members.
  • Cannot create, edit, or delete groups.
  • Cannot access the Billing section of Console.