Users
Users are the people who have access to your UpdateMate workspace. Understanding how to manage users and permissions helps you collaborate effectively while maintaining security and control over your workspace.
Understanding Users
Users in UpdateMate belong to workspaces, have roles (member or root) that determine their permissions, can collaborate on agents, actions, and documents within the same workspace, and have individual accounts.
User Roles
UpdateMate has two user roles:
Root: Root users have full control over the workspace. They can perform any action, invite/remove/change user roles, modify workspace settings, and create/edit/delete/manage all agents, actions, secrets, and documents.
Member: Members have standard access. They can view and use agents, view and run actions, view documents and logs, and create/edit agents and actions (but may have restrictions on deletion or workspace settings).
Inviting Users
Navigate to Users, click "Invite User", enter the email address, select role (member or root), and send the invitation. The user receives an email with an invitation link, clicks it to create or log into their account, and once accepted, can access your workspace.
You can view pending invitations, resend if needed, or cancel invitations that are no longer needed.
Managing Users
To change a user's role, select the user, update their role to member or root, and save. Changes take effect immediately. Only root users can change roles. Root users cannot change their own role.
To remove a user, select the user, remove access from the workspace, and confirm. Removing a user doesn't delete their account, only their access to your workspace.
User Permissions
Permissions vary by role. Root users can create, edit, delete, and pause/activate agents and actions, manage secrets, and have full access to documents and logs. Members can create and edit agents and actions (may have restrictions on deletion), view and use secrets in actions, and view documents and logs.
Collaboration Features
All users in a workspace can view agents created by team members, access actions created by others, view documents from all agents, and check execution logs.
For effective collaboration, use consistent naming conventions, add descriptions to agents and actions, coordinate on agent creation and scheduling, and periodically review agents and actions as a team.
User Settings
Each user can manage their profile (name, email, account information) and security (password and authentication settings). Root users can configure user management and workspace configuration.
Best Practices
User Management: Grant users the member role unless they need full control. Periodically review who has access and why. Use roles consistently across your team.
Collaboration: Establish clear naming patterns for agents and actions. Document agents and actions so others understand them. Coordinate agent creation to avoid duplicates. Regularly review team's agents and actions together.
Security: Remove users who no longer need access. Keep track of who has access to sensitive data. Periodically review and update user roles. Ensure only authorized users can access secrets.
Troubleshooting
User Can't Access Workspace: Verify the user accepted the invitation, check the user's role and permissions, ensure the workspace is active, verify the user's account is in good standing.
Permission Issues: Review the user's role (member vs root), check if the user needs root access for the task, verify specific resource permissions, contact a root user if issues persist.
Invitation Problems: Check if invitation email was received, verify email address is correct, resend invitation if needed, check spam/junk folders.
Next Steps
Now that you understand users, invite team members, set up roles appropriately, configure permissions, and start working together on agents and actions.
Effective user management enables smooth collaboration while maintaining security and control over your workspace.