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Set up workspace roles

Invite teammates to your Scalekit workspace and assign the dashboard role they need.

Workspace roles control who can open the Scalekit dashboard for your workspace. They do not control users inside your application.

Invite teammates from Team Members. Assign a dashboard role when more than one role exists. For a role you define yourself, see Define custom dashboard roles.

Before you start

Section titled “Before you start”
  • You can open Team Members
  • You have the person’s email
  • You know whether they need full workspace access or a narrower dashboard role

  1. Open Team Members

    Section titled “Open Team Members”

    In the dashboard header, click the workspace name (left of the environment switcher).

    Choose Team Members.

    The page lists name, email, role, status, and created date. Status values are Active, Pending Invite, and Invite Expired.

  2. Invite the teammate

    Section titled “Invite the teammate”

    Click Invite.

    Enter their email.

    In Role, choose the dashboard role they should get. If the workspace only has Admin, that field is fixed to Admin.

  3. Send the invite

    Section titled “Send the invite”

    Click Invite.

    Scalekit emails them a join link. They sign in or create a Scalekit login to accept.

    Until they accept, the row shows Pending Invite. After the link expires, the row shows Invite Expired.

  4. Change an existing member’s role

    Section titled “Change an existing member’s role”

    On the member row, open the menu and choose Edit role.

    Under Workspace role, select the default dashboard role. That role applies in every environment unless you override it. See Configure roles per environment.

    Click Save.

Verify

Section titled “Verify”
  1. Open Team Members
  2. Confirm the person appears with the role you chose
  3. Confirm status is Pending Invite (new) or Active (accepted)
  4. Ask them to sign in and open a page their role should allow

Common questions

Section titled “Common questions”
Where is Team Members in the dashboard?

Click the workspace name in the header, not the environment name and not left-nav Roles & Permissions. Workspace settings use their own left nav: General, Environments, Team Members, Billing, and Profile.

What is the difference between workspace roles and Roles & Permissions?

Workspace roles gate the Scalekit dashboard. Left-nav Roles & Permissions (under Configure) is application RBAC for users in your product. Configure those in Create roles and permissions.

How do I remove someone?

Open the row menu and choose Remove Member. They lose dashboard access to this workspace immediately. Their Scalekit login remains; it is not an account deletion. See Delete your Scalekit account.