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Team Management

Used to manage team groups, environments, members, and member permissions.team-list.png

  • Current Subscription:Current team subscription plan type
  • Members:Total number of members in the team
  • Profiles:Total number of environments in the team
  • My Role:Current account role
  • Active :Successfully invited team members' accounts and corresponding role permissions
  • Pending:Team members' accounts and corresponding role permissions that have been invited
  • Expired:Team members' accounts and corresponding role permissions whose invitations have expired

Permission Description

Supports customizing different permissions and assigning them to different team members.

  • Terminology

User Group: A set of permissions. Team member permissions are configured by setting group permissions and adding team members to the corresponding group. Supports custom group names and executable operations, such as "Add", "View", "Edit", and "Delete" under different menus.

Profiles Authorization: Allows assigning accessible environment groups to team members. After configuration, the corresponding Profile groups will be displayed to team members.

User: An individual using the system. Each user can only be assigned to one permission group.

  • Permission Description

Add: Allows users to add data.

Read: Allows users to browse data but not modify it.

Edit: Allows users to modify data.

Delete: Allows users to delete data.

Profiles Authorization: Assigns environment groups that the user can view.

Owner: Has the highest permissions within the team, managing all data within the team. Can create, modify, delete users and assign roles.

Add
Write
Read
Delete
Delete Profile history
Recover Profile History
Add Group Plugin in batches
Run
ProfileCreate Profile
Batch create profile
Import Profile
Modify (batch) Profile
Modify (batch) proxy
Copy (batch) Profile
Upgrade (batch) kernel (batch)
Create/modify remarks (batch)
Create/delete tags
Transfer shared Profile
Import, export Cookies
Move profile group
View Profile details
View tag
View Cookie
View profile history
Export Profile
Delete ProfileDelete Profile historyRecover Profile history————
Profile GroupCreate groupModify group and sort orderView group detailsDelete group————Batch add plugins within group——
TeamCreate team
Add team members
Modify member permissions
Modify team settings
View team details
View member details
Delete members
Delete team
————————
Team GroupCreate member groupModify member group
Modify group settings
View membersDelete group————————
ProxyCreate proxy
Import proxy
Modify, save proxy
Modify proxy alias
Modify proxy group
Proxy detection result
Check IP
View proxy list
Export proxy
Delete proxy————————
ExtensionUpload pluginUpgrade pluginView plugin list
View configuration file plugin list within group
Delete plugin————————
Rpa Workflow GroupCreate groupModify groupView group listDelete group————————
Rpa WorkflowCreate workflow
Copy workflow
Modify workflow and name
Move workflow
View workflowDelete workflow————————
Rpa PlanCreate planModify plan
Modify plan remarks
View plan
View plan details
Delete plan——————Start task
Stop task
Rpa PackageCopy component package
Create component package
Modify component packageView component packageDelete component package————————

Note:

  • Only the Owner can view the Team Subscription menu (subscription upgrade), Billing menu, API, Browserless - API key, and the top wallet entry.
  • Existing system preset group permissions (Launcher, User, Manager) will be generated by default as corresponding permission groups (Launcher, User, Manager). Group permissions and personnel remain unchanged, but group permissions and personnel can be re-edited.
  • When inviting personnel/updating personnel permissions, pay attention to configuration file authorization. If the corresponding environment group is not granted, even if the corresponding operation permission is granted, the environment group cannot be viewed or operated. Create Team

Create Team

Click the Team name in the lower left corner --> Click 【Create new team】

team-list-create

team-create

Create User Permission Group

dashboard -> Enter the left menu item Team:

  1. Click the Creat user group button -> 2. Enter the creation page
  • Group Name: Custom user permission group name
  • Function Permissions: Function permission items
    • System preset permission groups: Launcher, User, Manager. You can quickly select the configured function permission items to create.
    • Custom set user permission groups: Custom check function permission items. After creation, you can add team members to this permission group for easy management. team-create

Invite Members

When inviting members, you can specify a specific user permission group for the invited member. This user will have the operation permissions within this permission group.

  • Invite members and assign environment groups
  1. Click the "Add Team Member" button -> 2. Enter the user's email address (supports batch addition, up to 10) -> 3. Select the user permission group -> 4. Select the environment group that this person can view -> Click "Save"

Note: When inviting team members, ensure that a function permission group has been set.

team-addMember

Profiles Authorization: Environment group authorization. If the corresponding environment group is not granted, even if the corresponding operation permission is granted, the environment group cannot be viewed or operated.

  • All Profiles Groups: All environment groups
  • Specified Profiles Groups: Specified environment groups

For example: If member A is configured with the launcher permission group and only the test group is configured, then member A only has profile and group data permissions under the test group, and the operable function permissions are those configured in the Launcher group.

team-addMember

  • After successfully sending the invitation, you can view the invitation information in Pending and click the refresh button next to the account to resend the invitation. team-list-pending

  • If the personnel invitation time expires and you want to resend the invitation, you need to delete the personnel in Expired and then resend the invitation. team-viewRole