Roles and Permissions
You must have the required access permissions to perform any actions on the Web3Auth dashboard, such as collaborating on a project or adjusting your organization's billing settings. These permissions determine what you can and cannot do on the platform, such as editing project settings or accessing billing information. To manage these permissions, you can assign roles to organization members. A role is a predefined set of permissions assigned to one or more users. By assigning the appropriate roles to organization members, you can ensure they have the necessary access to perform their tasks effectively while maintaining security and control over your Web3Auth projects.
Organization Roles
In your organization, there are four different roles: Owner, Admin, Member, and Billing.
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Owner: The owner can manage project settings, manage organization, manage billing, and delete the organization. If you create an account, you automatically become the owner, and ownership can be transferable. There can only be one owner at a time.
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Admin: Admins can manage project settings, organization, and billing in the organization but cannot delete the organization.
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Member: Members can only view projects and do not have permission to manage projects, members, or billing.
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Billing: The Billing role is responsible for managing the billing settings of your organization, and there can only be one billing role at a time.
Organization Permissions
Permission | Owner | Admin | Member | Billing |
---|---|---|---|---|
View organization projects | Yes | Yes | Yes | Yes |
Edit organization projects/verifiers and settings | Yes | Yes | No | No |
Edit organization verifiers | Only the creator of the verifier can edit it | |||
Invite or remove members | Yes | Yes | No | No |
Move personal projects/verifiers into organization | Yes | Yes | No | No |
Delete Organization | Yes | No | No | No |
Manage Organization’s Billing | Yes | Yes | No | Yes |
Transfer Organization ownership | Yes | No | No | No |
Invite members to your organization
To invite someone to your organization, you must be the owner of the organization. To do so, click
on Settings
on the sidebar menu and then select the Members
tab. From this screen, you'll be
able to see the list of members in your organization. To invite someone, click on the Add Member
button and enter their email address along with the role you want to assign them.
If the person you're inviting is already a user of Web3Auth, they'll receive an email with a link to join your organization. If they're not a user, they'll receive an email with a link to create an account and join your organization.
Invitation options
To view the options for an invitation, click on the three dots (…) next to the invitation. From here, you can resend the invitation, delete the invitation, or copy the invitation link.
Seats and billing
Web3Auth's base plan is available only for individuals. If you are a team of 2 or more, you will need to upgrade to growth plan and above.
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The Web3Auth dashboard allows you to easily add new members to your organization. To add members, follow the steps outlined in #invite-members-to-your-organization
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Once you have added a member to your organization, they will receive an email inviting them to join. They will need to log in to the Web3Auth dashboard using their existing account or create a new account to accept the invitation.
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It's important to note that there is a five-minute link expiry for the invitation email. If the link expires, the member will need to request a new invitation. See #invitation-options to manage invitations.
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After accepting the invitation, the new member will have access to the Web3Auth dashboard with the permissions assigned to their role. It's important to review and manage these permissions to ensure that team members have the appropriate level of access.
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If a member's role requires approval from another member, they will receive an email asking for approval before they can access the dashboard. It's important to keep track of pending invitations and approvals to ensure that team members can access the dashboard as needed.
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Lastly, it's important to keep track of your team's seats and billing. Each team member requires a seat, and you may need to adjust your billing settings if you exceed your plan's limits. You can view and manage your team's billing information in the
Billing
section of the dashboard.