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.

Emmad avatar
Written by Emmad
Updated over a week ago

Table of Contents

As explained in this guide, there are two ways to get people to collaborate with you. One, if you need to give SFTP access to someone to one of your applications or give access to the Cloudways Platform (Cloudways Flexible or Cloudways Autonomous).

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.

In this article, you will learn how to create, update, and remove team members and set the desired access level using the Cloudways Platform for both Cloudways Flexible and Cloudways Autonomous.

How to Create and Update Team Members

First of all, log into the Cloudways Platform with your credentials. From the side menu bar, select Teams.

Adding a New Team Member

If you want to add a team member, select Add Member and input the following information:

  1. Email: Input the email address of your team member.

  2. Member Name: Input the member name of your team member.

  3. Job Title: Input the job title of your team member.

  4. Status: Leave the default status 'Active'.

  5. Global Permission: Assign the required permission for the Billing or Support area.

    • Billing Access: This option will give the team member access to all billing functionality: view, download, pay invoices, manage funds and add/update payment details.

    • Support Access: This will allow access to the support area, where the team member can create and manage support tickets on your behalf.

  6. Console Access: Assign which console this team member should access. A team member can also have access to both at the same time.

    • Autonomous: This option will grant complete access to Cloudways Autonomous. Complete access means a team member can access all applications and manage plans. The team member can view/update Application Credentials for all applications. Access to the Team feature itself is unavailable.

    • Flexible: This option will grant team members access to the Cloudways Flexible, but here you need to choose what type of access you would like to share:

      • 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.

      • Limited Access: With this access level, you have plenty of control over what the Team member can do in the console. You can choose if the team members can 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.

  7. Once done, click Add Member. The team member will automatically receive an email with an activation link and will be able to set the console access password. They can also create their Application Credentials for the applications they have access.

Editing a Team Member

You can also edit a previously created team member. Simply click on the desired team member.

Here, you can edit the information and once done, click Update.

Removing a Team Member

To remove a team member, click and click Delete Team Member.

Next, write DELETE in a pop-up when you are prompted and click Delete.

Tip

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

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

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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