Skip to main content

Team

info

The English user guide is currently in beta preview. Most of the documents have been automatically translated from the Japanese version. Should you find any inaccuracies, please reach out to Flatt Security.

In Shisho Cloud, you can manage permissions centrally by grouping multiple users into units called "teams."

info

For details on the permissions and roles mentioned on this page, please refer to "Permissions and Roles".

Main Uses of Teams

Teams in Shisho Cloud are an optimal feature for achieving the following:

  • You want to manage organization roles in bulk that are granted to multiple users, such as by department.
  • You want to grant roles such as "viewer" for a project to each department in bulk.

How to Use Teams

A team can be treated in much the same way as a user in most cases. You can assign organization roles to teams, and you can add them to projects just like users.

Roles Within a Team

Shisho Cloud refers to users who belong to a team as "team members". These team members can exercise the permissions assigned to the team using roles.

For example, even if a single user is only assigned the "Resource Browser" role, if the team they belong to is assigned the "Auditor" role, that user can exercise all the permissions associated with "Auditor" within the organization.

You can also grant team members the "Team Owner" role to edit that team. The Team Owner can edit team information, add1 and remove team members. For details, please refer to "Delegate Team Administration to Members" at the bottom of this page.

How to Use

The following sections describe the steps required to use teams.

Creating a Team

info

You need the organization "Owner" role to create a team. For information on types of organization roles, see "Organization Level Permissions and Roles".

To create a new team, click the gear icon in the upper right corner of the screen to open the organization settings screen and select the "Teams" tab. A list of teams will be displayed. If this is the first time you are creating a team, "No teams found." will be displayed.

Click on "+ Add Team" in the upper right corner. A side-over will appear, so enter the team name and, if necessary, the team description and click "Create."

You can add existing organization users and assign organization roles at this time, but you can also change them after you create the team.

Deleting a Team

You can delete a team from the team settings screen. The team settings screen can be opened by clicking the team name from the team list.

Scroll down and you will see a section called "Delete Team". Click "Delete" and enter the string that appears in the confirmation modal to delete.

danger

This operation cannot be undone. Please be careful when deleting a team.

Assigning Organization Roles to Teams

info

You need the "Owner" role in the organization to assign an organization role to a team. For information on types of organization roles, see "Organization Level Permissions and Roles".

By assigning an organization role to a team, team members can exercise the permissions associated with that role.

Opening the team settings screen allows you to select organization roles to assign to the team.

Adding Team Members

There are two ways to add team members.

  1. Select teams to add when inviting users to the organization.
  2. Add users who have already been invited to the organization to the team.

1. Select When Inviting Users to the Organization

You can invite new users to the organization from the "Users" tab or the "Invitations" tab in the settings screen. For more information on how to invite, see the tutorial "Invite other users to the organization".

You can select multiple teams on the invite user screen.

2. Add Users Already Invited to the Organization to the Team

To add a user who already belongs to the organization to a team, open the team member list screen. Click on the team name from the team screen list and click on the "Members" tab to see a list of members belonging to the team.

Clicking on "+ Add Member" in the upper right corner will bring up a side-over similar to the one when the team was created. Here you can add multiple users at once. You can also grant the team management permissions described below. For details, see "Delegate Team Administration to Members".

Removing Team Members

Shisho Cloud refers to removing a team member from a team as "kicking" them. Kicking a team member from a team does not kick them from the organization.

Similarly, from the team member list, click on the menu on the far right of the team member you want to kick. "Kick" will be displayed, so click on it to display a confirmation modal.

By entering the string indicated in the modal, you will be able to click "Kick."

Delegate Team Administration to Members

You can delegate the management of a team to a team member by giving them the "Team Owner" role. This only applies within the team and does not affect other teams or the organization as a whole.

From the member list, find the member you want to transfer team management to and click the menu on the corresponding line. Select "Update Role" to display a side-over for manipulating roles within the team.

Select the role you want to assign and click the "Update" button to change the role within the team.

note

If you have any questions about the team permission model, please feel free to contact the service provider (Flatt Security).

Footnotes

  1. Adding a team member requires permissions other than those held by the team owner. For details, please refer to "Role and Permission Mapping in Teams".