Members and roles

Members are the people from your organisation who can sign in to Cerberius Agents. Each member has one role, the same on every platform they can see. Find them under Your account › Team: open the menu under your initials, top right, and click Team.

Owners and admins see every platform. Approvers and viewers see only the platforms switched on for them. Any other platform doesn't exist for them: it isn't in their menus, their dashboard, the phone app or its notifications.

Only owners and admins can see and change the member list.

The four roles#

What each role can do#

"A platform's settings" means everything under Settings: Agent, Automatic replies, Limits, Code, Live system, Databases, Microsoft 365 and Google, Domains and websites, Ticket system, Chatbots, Setup assistants, Approved changes, Log watcher, Content writer and Notifications.

The Team page#

Each person is one line in a table:

• Person: their coloured initials, name and email. Someone who hasn't signed in yet shows Invited, not signed in yet.
• Role: a coloured pill. Owners and admins can click it to change the role.
• Platforms: All platforms for owners and admins. For approvers and viewers, the platforms they can see, each with its letter mark, or None yet. A small violet Dev mark means they can use the Development tab on that platform.
• ⋯: Platforms and access…, Resend invitation (until they first sign in) and Remove.

Invite someone#

1. 1

   Go to Your account › Team.

2. 2

   Click Invite.

3. 3

   In the pop-up, enter their Email.

4. 4

   Pick a Role. Approver is the default. The line under the menu says what the role can do.

5. 5

   For an approver or viewer, tick the Platforms they can see. The platform you're on is ticked to start with. This only shows when your organisation has more than one platform.

6. 6

   Click Invite.

7. 7

   We email them an invitation from Cerberius Agents ([email protected]) with a link to sign in. They sign in with that email address: with Google, with Apple, or with Email me a code. With Apple they can hide their email, as long as they start from the invitation link. There's no password.

They appear in the table as Invited, not signed in yet until their first sign-in.

Didn't get the email? Check their spam folder, then open the ⋯ menu next to their name and click Resend invitation. It changes to Invitation sent. It's there until they first sign in.

If the person is already a member, you'll see Already a member.

Choose which platforms someone sees#

1. 1

   Open the ⋯ menu next to the person and click Platforms and access….

2. 2

   In the pop-up, switch Can see it on or off for each platform.

3. 3

   Click Save.

For owners and admins, Can see it is always on and can't be changed: they see every platform.

Someone with no platform switched on can sign in, but sees only a message asking them to get one from an owner or admin.

Switching a platform off also takes away their Development access there. See Development.

Give someone Development#

In the same Platforms and access… pop-up, switch Development on for a platform, then click Save. They can then use the Development tab on that platform, even as a viewer.

Development can only be given on a platform they can see. Until then the column says Needs access first.

Change someone's role#

Owners and admins can click the role pill next to each person. A menu opens with each role and what it can do. Pick the new role. It saves straight away and applies from their next click.

An owner or admin who becomes an approver or viewer keeps every platform switched on, so they don't lose anything. Switch off what they shouldn't see.

Remove someone#

Open the ⋯ menu next to the person, click Remove, then confirm with Remove. They lose access to the organisation and all its platforms.

Their access ends straight away. If they're signed in at that moment, they stay signed in to Cerberius Agents until their session ends, but they can't see or do anything in your organisation.

Delete the organisation#

Owners only. At the bottom of Your account › Team, a quiet line says what deleting does.

1. 1

   Click Delete organisation….

2. 2

   In the pop-up, type the organisation's name.

3. 3

   Click Delete organisation.

This deletes, for good:

• every platform, with its tickets, history, settings, repositories, databases and chatbots;
• the organisation's keys and notification channels;
• the members who don't belong to any other organisation. Members of other organisations keep their accounts.

Agent work in progress stops. It can't be undone. To delete just one platform, use Delete platform… at the bottom of that platform's Settings page.

Rules about owners#

• Only an owner can make someone an owner.
• Only an owner can change an owner's role or remove an owner.
• An organisation always keeps at least one owner. To step down as the last owner, make someone else an owner first.

Approvers and viewers don't see Settings, the organisation's Keys, Rules and Notifications, or Plan & billing, Payment methods, Invoices and Team under Your account.

Development is separate from the role. See Give someone Development.

Good to know#

• One role covers every platform they can see. You can't make someone an approver on one platform and a viewer on another.
• Your own role is shown in the menu under your initials, for example "Approver of Alion".
• Members sign in with Google, Apple, or a code emailed to them. See Signing in.