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How to Create and Update Team Members

How to Create and Update Team Members

A detailed guide on how you can add, create, update, and delete team members from your Cloudways account.
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Written by Cloudways Product. Updated over a week ago

As explained previously in this guide, there are two ways to get people to collaborate with you. One, if you simply need to give SFTP access to an external party to one of your applications, and another if you want to give external party access to the Cloudways Platform (including servers and applications) with a much more fine-grained level of control.

Important

Only account owners can create Team Members. If an email address is already associated with a Cloudways account (Trial or Full), it can not be used as a team member account.

The following steps detail how you can create/update Team Member and set the desired access level.

Adding a New Team Member

Step 1

Log into the Cloudways Platform with your credentials. Click on Team in the top menu bar.

Now, click on the Add icon on the top menu bar and choose Add Member.

Provide the name and email address of your team member and select the Job Title from the drop-down menu. Once that is done, set his/her status to Active.

Step 2

You can configure the access level for the team member to Billing, Support, Server Management, and Application Management areas.

  1. Billing Access: Checking this box allows the team member to access billing information. Your team member can view, download and pay invoices and also get invoice notifications. He/she can also update billing information (Credit Card data).

  2. Support Access: Checking this box allows the team member to access the support area. After this, he/she can create and answer tickets on your behalf.

  3. Server and Application Management: Checking this box allows the team member to access the Server and Application Management areas in the Cloudways Platform.

Step 3

Here, we can further fine-tune the console access level:

  1. Full Access: With this access level, a team member gets complete access to the console (all servers, all applications). The team member can view/update Master Credentials for all servers. Access to the Team feature itself is unavailable.

  2. Limited Access: With this access level, you have plenty of control over what the Team member will be able to do in the console. You can choose if the team members will be able to add more servers, manage add-ons, or manage projects. You can choose which server(s) he/she will have access to. You can choose which server's actions/privileges (start, stop, scale, view master credentials, monitoring …) he/she will have access to. You can choose which application(s) he/she will have access to within the server.

Once done, click on Add Member. The team member will automatically receive an email with an activation link and will be able to set the console access password. He/she will be able to set their own Application Credentials for the applications he/she has access to.

Edit Team Members

You can also edit a previously created team member. Simply click on the desired member and change anything that is needed.

Remove Team Members

Select the desired team member that you wish to delete and then click the grid icon located at the right bottom of the screen. Then select Delete Member.

You have learned how the Cloudways Teams feature works and all its related functions.

Important

You can disable a team member by simply changing the status from active to not active.

That’s it! We hope this article was helpful. If you need any help, then feel free to search your query on Cloudways Support Center or contact us via chat (Need a Hand > Send us a Message). Alternatively, you can also create a support ticket.

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