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Manage Workspace Members (Self-hosted Version)

On the Self-hosted version, you can create accounts for members in your organization and allow them to access your workspace. This enables your team to collaborate effectively in the software development process.
Only the workspace admin can create accounts for new members.

Create a New Member Account

Create an Account

  1. Log in to your account, click the Settings button on the left navigation bar.
  2. Open the Members page > click the New member button.
Members screen with New member button
  1. Enter the email of the new member. You can enter multiple emails at once.
Add new member form
  1. Click the Create button.
  2. The new member account will be displayed in the list, including the email and account password.
The account information is only displayed once.
New member account information
  1. Copy or download the account information and share it with the member you want.
In case you have previously configured an SMTP email service for the workspace, the new member will receive an invitation via their email, so you may not need to send them the account information. However, you may still want to download the account information in case the SMTP encounters an email sending error.

Access with a Member Account

From an invitation email If you have configured an SMTP email service, your member will receive an invitation via their email address. Below is a guide on how a member accesses their account via email.
  1. Open the invitation email.
Member invitation email
  1. Click the Log in button. You will be redirected to the Account Setup screen.
Account setup screen
  1. Create a name for the account, then create a new password for the account.
  2. Click the Update button. Now the member account can be used to access your workspace.
Access with the created email and password When creating a new member account, a temporary password is also generated for that account. You can send the email and password to your user so they can log in with this information. Login screen with email and password After logging in, the member will be redirected to the Account Setup screen. Account setup screen after login
  1. Create a name for the account, then create a new password for the account.
  2. Click the Update button. Now the member account can be used to access your workspace.

View Member List

The list of created members will be displayed on the Members screen. You can view the member’s email and other information. Member list The Status column displays the status of the member accounts:
  • Created: Your member has not yet logged in to the account.
  • Accessed: The account has been logged in and used to access the workspace.
For members who have not yet accessed their account, you can re-invite them via email by clicking the Reinvite button. Reinvite button in member list

Delete a Member Account

Deleting a member account means permanently removing that member from your workspace. Projects created by that member will still exist if you or another user is also a member of the project.
  1. Go to the Members page as described above.
  2. Click the Trash icon corresponding to the member you want to delete.
Members list with delete icon
  1. On the popup that appears, click the Delete button to confirm.