Managing Team Members

Overview

CommandLyne allows you to manage team members inside your workspace.

One-Time Sign-In Requirement

Before adding a member, the user must sign in to CommandLyne at least once.

Ask the user to:

1. 1

   Open the CommandLyne URL.

2. 2

   Click Sign in with Google.

3. 3

   Complete the login process.

This registers the user in the system.

Important Notes

1. • Users cannot create agents unless they have the correct role.
   • Without the first login, you cannot add them to your team.

Add a Member

1. 1

   Go to Members from the left navigation panel.

2. 2

   Click Add Member.

3. 3

   Enter the user’s email address.

4. 4

   Select a role:

   • Admin: Full control over agents, integrations, and members.
   • Member: Limited access based on team permissions.
5. 5

   Click Add.

Manage Member Roles

After adding a member, you can:

1. • Change their role from the Actions column.
   • Remove the member if needed.