Managing Team Members & Roles

Effectively managing your team’s access is the first step in securing your institution’s operations on the (Redacted) platform.

Inviting a New Team Member

After the entity is created, new members can still be invited by the GUI.

Only users with the Administrator role can invite new members.

1. Navigate to the Entity Management section from the main dashboard.
2. Click on the “Invite User” button.
3. Enter the new user’s email address and assign them one of the predefined roles on the next step.
4. The user will receive an email invitation to create their password and set up their mandatory MFA.

Next Step: Advanced: Creating Custom Roles