Team management

Effective team management is crucial for maintaining a secure and organized working environment. This section provides step-by-step instructions for adding, removing, and editing users in two different workflows, depending on the level of security and oversight needed.

Option 1: Direct Admin Control

In this default mode, administrators have full authority to directly manage users. This option is ideal for scenarios where fast and straightforward user management is necessary, without the need for additional approval.

Option 2: Governance Vault via MPC-TSS Technology

For enhanced security, this option introduces a multi-party approval process. Here, any user management action (such as adding and removing a user) must be validated and approved by multiple designated validators. This process ensures that sensitive changes are reviewed and agreed upon by trusted team members before being enacted.

Before using the multi-party validation option, a governance vault must be created to define who will serve as validators and how many approvals are required. This guide covers both user management workflows. For detailed instructions on setting up governance for the MPC-TSS process see here.

1. User roles and permissions
2. Add a team member
3. Edit a team member
4. Deactivate a team member
5. Revoke an invite

User roles and permissions

Admin: The Admin role holds the highest level of authority within the system. Admins can add, edit, or deactivate other users and perform all administrative tasks.

Compliance Admin (io.network Principal Member subscriptions only): This role is specifically designed for members of the Compliance team. Compliance Admins have access to the Compliance area, where they can monitor and manage compliance-related activities. For more details on their capabilities, see here.

User: Regular users have limited permissions compared to Admins and Compliance Admins. They cannot manage other users or perform administrative tasks but have access to features necessary for their designated activities.

Add a team member

1. On the web dashboard, select "Teams" from the menu on the left-hand side
2. Under the “Teams” subtab, click on “My Team” to invite new users. Then, click on “Invite User” located at the top right-hand side

3. You will then be prompted to input the invite’s details:

   1. Full Name
   2. Email Address
   3. What role they will have (Admin or User, or for io.network Compliance Admin)
4. Click “Invite” to send the invitation
5. If using Direct Admin Control, this process is now complete. If using Governance Vault Validation see here for additional steps

6. The invited team mate will receive an email invitation containing their username (which is the same as their email) and a temporary password. The invitation remains valid for 7 days, during which the user must log in before the invite expires

7. Once the invited user logins using the temporary password within the invite email and inputs a permanent  password, they will be automatically added to the Users section in the “My Team” sub-tab
8. If the user fails to login within the 7-day period, you can resend the invitation by navigating to the "Invites" subtab in the “Settings” tab at the top of the screen. From there, select the specific user, and click on "Resend Invitation" located in the top-right corner.

Edit a team member

1. On the web dashboard, select "Teams" from the menu on the left-hand side
2. Click on the specific user from the list of active users
3. Once selected, click “Edit Details” in the right-hand side

4. You will then be prompted to edit the updated user’s details;

   1. Full Name
   2. What role they will have (Admin or User, or for io.network Compliance Admin)

5. Click “Save”. At this point you have the option to either “Cancel Edit” or “Save” the new details

6. Once saved you will receive a notification confirming that the update was successful

Deactivating a team member

1. On the web dashboard, select "Teams" from the menu on the left-hand side
2. Select the  specific user you wish to deactivate from the list of active users
3. Once selected, click “Deactivate User” in the top right-hand side

4. You will then be prompted to confirm the deactivation. If you wish to proceed click “Deactivate"

5. If using Direct Admin Control, this process is now complete. If using Governance Vault Validation see here for additional steps
6. Once saved you will receive a notification confirming that the deactivation was successful

Revoke an invite

1. On the web dashboard, select "Teams" from the menu on the left-hand side
2. Navigate to the "Invites" subtab via the top of the screen
3. Select an invitee. Once selected, click “Revoke Invite” in the top right-hand side
4. You will then be prompted to confirm the action. Either confirm or cancel the action
5. Once saved you will receive a notification informing you that the revoking was successful