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Members

Manage your organization's team members, roles, and permissions in Realm9.

Overview

The Members page allows you to:

  • Invite new team members
  • Assign roles and permissions
  • Manage user access
  • View team activity
  • Remove users

User Roles

Admin

Full platform access including:

  • User management
  • Organization settings
  • Billing and subscriptions
  • Security configuration
  • All feature access

Manager

Team management capabilities:

  • Approve booking requests
  • Manage team environments
  • View analytics and reports
  • Configure team settings
  • Limited admin functions

User

Standard user access:

  • Create and book environments
  • Submit booking requests
  • View accessible environments
  • Create Terraform projects
  • Basic configuration

Viewer

Read-only access:

  • View environments
  • See booking calendar
  • Access read-only analytics
  • No modification permissions

Inviting Members

To invite a new team member:

  1. Navigate to Members
  2. Click Invite Member
  3. Enter email address
  4. Select role
  5. Set team assignment (optional)
  6. Send invitation

The invitee will receive an email with signup instructions.

Managing Members

Edit User

  • Change role
  • Update team assignment
  • Modify permissions
  • Update user details

Suspend User

  • Temporarily disable access
  • Preserve user data
  • Can be reactivated later
  • Audit trail maintained

Remove User

  • Permanently revoke access
  • Reassign owned resources
  • Delete user data (GDPR)
  • Cannot be undone

Teams and Groups

Creating Teams

Organize users into teams for:

  • Department-based access
  • Project-based groups
  • Environment ownership
  • Booking management

Team Permissions

Configure team-level access to:

  • Specific environments
  • Booking approvals
  • Terraform resources
  • Cost centers

Single Sign-On (SSO)

SAML 2.0

  • Enterprise SSO support
  • Identity provider integration
  • Automatic provisioning
  • Role mapping

OAuth Providers

  • Google Workspace
  • Microsoft Azure AD
  • Okta
  • Custom OAuth 2.0

Access Control

Environment Access

Control who can:

  • View environments
  • Book environments
  • Modify configurations
  • Delete environments

Feature Access

Restrict access to:

  • Terraform automation
  • Observability features
  • API access
  • Integrations

Audit and Compliance

User Activity

Track:

  • Login history
  • Action logs
  • Resource access
  • Permission changes

Compliance Reports

Generate reports for:

  • User access reviews
  • Permission audits
  • Activity summaries
  • Security compliance

Best Practices

Onboarding

  • Use teams for organization
  • Assign least privilege roles
  • Provide role-based training
  • Enable MFA for all users

Offboarding

  • Disable access immediately
  • Reassign owned resources
  • Export user data if needed
  • Remove from external systems

Regular Reviews

  • Quarterly access reviews
  • Update role assignments
  • Remove inactive users
  • Audit permission changes

Next Steps