Members
Manage workspace members and configure SSO settings for your workspace: Login > Workspace Settings > Members
Click the "Members" tab from the workspace settings menu to invite and change preferences for workspace members.
IMPORTANT: You need Admin/Owner access to manage the "Members" tab in workspace settings. Members can also access the "Members" tab in the workspace settings for any workspace they're added to. However, they cannot make changes or manage the settings, as the Admin/Owner role is required for this.
Available options/features
Invite members
Invite members to your workspace with an email address.
Search by name or email
Search for a member with the member's email address.
Members
List of all users added to your workspace.
Member Type
Assigned role to the added/invited user: Admin or Member or Guest
Status
Displays the current status of a user: Active or Pending
Action
Choose an action for the added user: Resend Invite or Delete
Invite members
Here are the steps to invite a user(s) to your workspace:
Once you send the invite and the role for the added user, it appears in the list of team members. You can change the role after it gets added to the list. You can also delete members from the Members list.
When you send an invite, that person has to accept the invitation sent through email. The person can choose to "Reject" or "Accept" the invitation.
In case there is an invite "Pending" status in the list, you (default Admin) can "Resend Invite" or "Delete" the invitation.
As an "Admin", you have full control of the workspace and project.
SSO Settings (Onboarding Workflow Feature)
You can add custom domains to your workplace that enable members to select one or multiple workspaces and join without having you (the owner or admin) invite them separately to your workspace.
Here's how the SSO Settings (Onboarding workflow feature) work:
As a workspace owner or an Admin, you can add any domain name in the SSO list under SSO settings.
For instance, if you add the domain name: "hello.io" under the SSO list for your workspace, whenever a new user (first-time user) tries to log in using an email with the domain "hello.io" in his/her email ID, he/she can see a list of all your workspaces since you have "hello.io" listed it under your SSO settings. The person can select one or multiple workspaces and join without an invite to your workspace. For example, Jessie is a new user who has never used BetterBugs. Jessie enters his email as [email protected] and enters the OTP for email verification.
Jessie can see your workspace list with "hello.io" added to the SSO Settings list. He can join any or all of your workspaces where "hello.io" is added to the Workspace SSO list. Jessie can now navigate directly to your workspace.
That's how SSO Settings works.
Managing your guest users
BetterBugs also enables you to onboard guest users as a Member to your project.
NOTE: Only Admin/Owners can see this option in the Workspace Settings > Members tab.
Before covering the onboarding steps that allow a guest user to become a Member for a given workspace, we’ve listed the actions that guest users can/cannot do.
Actions allowed for a guest user
Guest users can:
View bug reports, sessions, and dashboards in their workspace.
Add comments and replies to bug reports.
Use bug recording links (shared by members) to submit bugs.
Use Back-end for event logs and AI-Debugger tabs.
Save filter views on Dashboard.
Change assignee or update bug priority.
Update bug details.
Configure Recording links, Web SDK and Mobile SDK.
Invite others for view-only sessions.
Receive notifications (comments, role changes, etc.)
Actions not-allowed for a guest user
Here’s a list of actions that a guest user cannot perform for the Workspace:
Tools & Extensions
Use the BetterBugs Chrome Extension.
Project Management
Move sessions between projects.
Delete sessions.
Create recording links.
AI repro-steps generation.
Modify project settings.
Archive/Restore projects.
Access private projects (unless explicitly added).
Delete workspace or transfer ownership.
Access workspace settings or billing configurations.
Collaboration & User Management
Invite/remove other users.
Approve/reject invitations.
Manage user roles.
Integrations
Restricted Features
Bypass guest restrictions in Manual upgrade flow.
Perform restricted actions (unless role is upgraded to Member).
Onboarding Guest Users as Members
As a Workplace Admin/Owner, you can choose a suitable option for onboarding a guest user as a Member.
There are two options for it:
Instant Approval — Allows guest users to automatically upgrade their role to a Member (No manual approval required from the Admin/Owner).
Manual Approval (Selected by default) — Requires explicit approval from the Owner/Admin to become a Member.
How does the Instant Approval flow work?
As a Owner/Admin, If you’ve selected the “Instant Approval” option, whenever a guest user performs an action (such as, creating new project, modifying Project Settings) that’s allowed by default for a Member, the role of the of the guest user would automatically be updated to Member.
IMPORTANT NOTE: This option is not selected by default. However, if you configure your Workspace with this option enabled, whenever a guest user tries to access a Member-only feature, the guest auto-converts to a Member, and you'll automatically be billed for the seat.
How does the Manual Approval flow work? (enabled by default)
Using the "Manual Approval” option as an Admin/Owner, whenever a guest tries to perform an action that’s reserved for a Member role, the user will be prompted to send a request to the Admin/Owner of that Workspace.
Once the request has been accepted by the Admin/Owner, the guest user role would automatically be upgraded to “Member” (This is also billable per seat).
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