Teams

Teams Quickstart

6min

Introduction

This quickstart guide will walk you through how to create a team, invite new team members and assign them to different roles.

Creating the Team

There are two ways to create a team:

  1. Click on your profile name (or email address) in the Context Switcher and then click the Create Team button
  2. Or you can navigate to the Members section in the Sidebar and click Create Team
Create Team
Create Team

Members Page
Members Page


Once there you can choose your Team Name and click Create.

Team Name
Team Name


After successfully creating the team you should see your Team Name and role in the Context Switcher in the upper left corner and the Team Dashboard on the Members page.

Members
Members


The Members section is the main way that team owners and managers can interact with the Teams ecosystem. From here you can invite team members, create/manage team roles, remove team members, etc.

Managing Team Roles

Every team comes with two default roles: manager and member.

Managers have full access to team resources, while members have limited read access to most resources while still being able to rent instances. Learn more.

To create a new role with your desired permissions, navigate to the Roles tab of the Members Page. Then you can name the role and choose the permission groups that the new role will have access to. Once you are satisfied, click Generate to create the new role.

Create Role with custom permissions
Create Role with custom permissions


For more information on Permission Groups and what they allow access to, click here.

Inviting Team Members

To invite a team member, go to the Members Page and click on the Invite button.

This will bring up a quick popup where you can enter the email and team role for the person you want to invite. Once complete, click Invite to send the invitation email.

Invite Member
Invite Member


Once you send the invitation, the user should get an email asking them to join your team. Upon clicking the link in the email they will be added as a member of your team.

Note: if the recipient of the invitation does not have a Vast account, they will need to create one before being added to your Team.

Once the invitee has joined your team, you should see them listed in the Members section.

Team Members
Team Members


Conclusion

You have now successfully created a team!

From this point, you can add any Billing information the same way as a regular account and invite as many of your teammates as you like so you can collaborate together with ease.