Team Management

Manage users, roles, and teams within your SmartSRE tenant.

User Roles

SmartSRE provides three main roles:

Role	Capabilities
Admin	Full access: manage users, scopes, settings, and approve changes
Operator	Run scans, view findings, apply fixes, approve changes (configurable)
Viewer	Read-only: view findings, runs, and analytics

Inviting Users

1. Navigate to Settings → Team
2. Click Invite User
3. Enter the email address
4. Select the role (Admin, Operator, or Viewer)
5. Click Send Invitation

The user will receive an email with instructions to join.

Domain Auto-Join

Allow anyone with a matching email domain to join automatically:

1. Navigate to Settings → Team → Auto-Join
2. Enable auto-join for your domain (e.g., company.com)
3. Choose default role for auto-joined users (typically Viewer)
4. Toggle whether new users need approval or join automatically

Join Requests

If auto-join is configured to require approval:

1. User signs up with matching domain
2. Admin receives notification in the app
3. Navigate to Settings → Team → Join Requests
4. Approve or reject the request
5. User gains access upon approval

Creating Teams

Organize users into teams for scope ownership:

1. Navigate to Settings → Teams
2. Click Create Team
3. Name the team (e.g., "Platform Team", "Data Team")
4. Add members from the user list
5. Click Create

Assigning Scopes to Teams

When a scope is owned by a team:

• Only team members can edit/delete the scope
• Team members can approve changes in that scope

To assign a scope to a team:

1. Navigate to Settings → Scopes
2. Edit a scope
3. Under Owner Team, select the team
4. Save

Permission Matrix

Permission	Viewer	Operator	Admin
View findings	✅	✅	✅
View analytics	✅	✅	✅
Run scans	❌	✅	✅
Apply fixes	❌	✅	✅
Approve changes	❌	⚙️	✅
Manage users	❌	❌	✅
Manage scopes	❌	❌	✅
Manage billing	❌	❌	✅

⚙️ = Configurable per tenant

Changing User Roles

1. Navigate to Settings → Team
2. Find the user
3. Click the role dropdown
4. Select the new role
5. Changes take effect immediately

Removing Users

1. Navigate to Settings → Team
2. Find the user to remove
3. Click Remove and confirm

Removed users immediately lose access to the tenant.

Next Steps

• Scope Management — Assign scope ownership to teams
• Billing — Manage seats and subscription