User management - How to add users to your workspace and assign roles?

This user management help article provides complete instructions for configuring and managing user access in Beagle Security. 

This process simplifies user account management, enhances security, and ensures a seamless login experience. 

The User Management for Team Access can be used by the Paid Plan users. Here the users get the privilege to access the Team. 

I User management settings in Beagle Security 

• Log in to Beagle Security Workspace  

• In the settings select Team Access from the left menu bar. 

   

• Click on the Enable Team now to enter the User Management window 

  

 II Users 

Here you can invite users and assign them the roles 

• Click on Invite User button to invite the users  

• In the Invite User tab, specify Name, Email and the Role 

• The roles assigned are the Owner, Admin, Manager, and the Member here. 

   

• Click on Invite button 

• A success pop-up message will appear on the screen upon successful invitation 

• After successful completion of the user Invite, the user can switch to the Team workspace as it is a Paid Plan user. 

III Groups 

• Under this tab you can add/invite new groups to the users and assign them their roles which grants them permission to a group of users. The roles can be edited and even deleted from the Groups tab. Permission to the resources(projects) will be completely based on the assigned roles.

  

• Click on Add new for adding another group 

• Add/Invite User button can be used to invite users to the group 

  

• Here, the tab Add is used to invite existing users and the tab Invite is used to invite new users 

• Provide the Name, Email and select the Group Role from the drop-down menu and finally click on Invite 

• Please note that the roles assigned here are the Manager, User, Read-only and Tester 

• Similarly, to add the user, click on the Add button next to the Invite button 

• Here, you can assign the role as needed from the drop-down menu and click on Add 

• Please note that the roles assigned here are the Manager, User, Read-only and Tester 

• Click on Finish to continue 

• Please note that if the invite goes to a Read-only user, the user should be at least a ‘member’ to grant the permission, else the permission will be denied. 

• If new projects are added to the application every other user can see it. Accessibility will be according to their roles. 

• In the Group Asset tab, you can see the projects and applications saved in the Groups tab 

IV. Group Projects 

• Group Projects lists all the groups created. You can also create a group from here by clicking the Create Group button. You can associate projects to the groups under the Group Projects tab from the All Projects tab.  

• Please note that only the admin and workspace owner will have access to assign projects to the groups. 

• Also note that the user, read-only user and tester has only access rights inside allocated projects and /or applications inside a group or groups

  

• From this window, you can see All Projects that have been added so far 

• You can move the projects by simply selecting it and clicking on >> 

• The projects will be added to Group Projects 

• Select the Projects you want to add and click on the Save button 

• In the Group Projects tab click on the Create Group button 

• Enter the Group Name and click on Create 

V. Requests 

• In the Requests tab you can see the Name of the user, Email, the Role assigned, Status of the request and the Date of the request. 

• You can also Invite the user from here if an invitation has not been sent yet 

Note: When the request Status is Not Accepted means the invitation has not been accepted. From here you can remove and reinvite the users. 

VI Roles 

1. In the Roles tab roles are explained with their level of access 

   

2. Owners: The one with all the permissions and access to do all the activities in the platform 

3. Admin: All the account permissions and access except the exclusive owner permissions like ‘Delete the Account’, ‘Company Profile Modifications’ etc. 

4. Manager: A manager can create and will have full permissions within the team whether its own projects or the projects assigned by the owner/admin 

5. Member: Member represents any of the users who will have access in the applications and Projects but no access to the ‘Workspace’ 

6. User: A User will have edit permissions and will have the full permissions in the assigned Projects and Applications 

7. Read-only User: Read-only access to all the projects and applications and do not have access to the tests 

8. Tester: A tester can perform penetration tests but is unable to modify or make changes to the applications