Overview
Managing your team from the Rapyd Cloud dashboard gives you control over who has access to your account and what they can do within it. You can invite new members, assign roles and permissions, update access at any time, and remove members when needed.
Before inviting someone, it is worth familiarizing yourself with the available roles and what each one can do. Each role comes with a different level of access, and some permissions need to be granted explicitly on top of the base role. See Team roles and permissions for a full breakdown.
In this article, you will find step-by-step instructions for inviting team members, editing roles and permissions, managing environment access, deactivating accounts, and removing members.
Prerequisites
You must be the account owner or have the Administrator role to invite or manage team members
If you belong to multiple teams, make sure you are logged in to the correct one before making any changes
How to invite a team member
Step 1: Open the Team page
Log in to your Rapyd Cloud dashboard and click Team in the top navigation menu.
Step 2: Click Invite people
At the top right of the Team page, click + Invite people to open the invitation modal.
Step 3: Enter an email address
Type the email address of the person you want to invite, then click Next. You can enter multiple addresses separated by commas to invite more than one person at a time.
Step 4: Select a role and set permissions
On the Team role and permissions screen, select a role for the new team member. For a full breakdown of what each role can do, see Team roles and permissions.
You can also enable the following additional permissions. Each one applies at the team/account level:
Allow user to setup new environments in this account: The team member can deploy new environments using vacant plans in the account
Allow user to manage domains within this account: The team member can manage all domains across the account
Give permission to contact support for this account: The team member can open support tickets on behalf of the account
These permissions are off by default for all roles except Administrator. Click Continue when you are ready to proceed.
Note:
Guests do not have an environment access step. If you are inviting a Guest, you will go directly to the summary screen after this step.
Step 5: Set environment access
On the Environment access screen, select which environments the team member will be able to access. The options are:
All environments: Provides access to all current and future environments in the account
Specific environments: Select individual environments from a list
None: No access to any environments
A team member with access to an environment can manage all sites within it, including creating new sites up to the environment's plan limit. Click Continue.
Step 6: Review and send
The Send invites screen shows a summary of the team role, team permissions, and environment access you have selected. Review the details, then click Send invite.
The invitee will receive an email with a link to create a Rapyd Cloud account and join your team. Once they accept, they will appear as Active in your team list.
Note:
Invites are team-specific. If a team member needs access to more than one team, they must be invited separately to each one.
How to edit a team member's role
Step 1: Open the Team page
Click Team in the top navigation menu.
Step 2: Open the member menu
Click the three dots next to the team member you want to update.
Step 3: Select Role and permissions
Click Role and permissions. A modal will open showing the current role and available permissions.
Step 4: Make your changes and save
Select the new role, adjust any permissions as needed, and save. Changes take effect immediately.
How to update a team member's environment access
Step 1: Open the Team page
Click Team in the top navigation menu.
Step 2: Open the member menu
Click the three dots next to the team member you want to update.
Step 3: Select Environment access
Click Environment access. A modal will open where you can select All environments, Specific environments, or None.
Step 4: Save your changes
Adjust the environment access as needed and click Save changes. Changes take effect immediately.
How to deactivate a team member
Deactivating a team member removes their access to the account without removing them from the team. This can be reversed at any time.
Step 1: Open the Team page
Click Team in the top navigation menu.
Step 2: Open the member menu
Click the three dots next to the team member you want to deactivate.
Step 3: Select Deactivate
Click Deactivate. The member's status will update and they will no longer be able to access the account.
To reactivate a deactivated member, follow the same steps and select Activate.
How to remove a team member
Important:
Removing a team member takes effect immediately. The member will lose access to all environments and account data at the point of removal. This action cannot be undone, though you can re-invite the person if needed.
Step 1: Open the Team page
Click Team in the top navigation menu.
Step 2: Open the member menu
Click the three dots next to the team member you want to remove.
Step 3: Select Remove
Click Remove. The member will be removed from the team immediately.
Important information
Pending invites remain active until accepted. You can cancel or resend them from the Team page at any time
Role, permission, and environment access changes take effect immediately after saving
Access is granted at the environment level. A team member with access to an environment can manage all sites within it, including creating new sites up to the environment's plan limit
Sites can only be deleted by Administrators
The ability to set up new environments, manage domains, and contact support are account-level permissions that must be explicitly granted. They are off by default for all roles except Administrator
Only the account owner and Administrators can invite or manage team members. Other roles will not see the + Invite people option
Only the account owner can delete the account
FAQ
What if my teammate doesn't receive their invite?
Ask them to check their spam or junk folder first. If the email is not there, you can resend the invitation from the Team page by clicking the three dots next to their pending entry.
My teammate accepted the invite but cannot access the team. What should they do?
This can happen due to a temporary error during the acceptance flow. The invitee should log in to their Rapyd Cloud account, click Edit account, and select Pending invites. From there they can accept the invite directly, which will restore access to the team.
Can I invite the same person to more than one team?
Yes. Each team operates independently, so the person must be invited and accepted separately for each one.
Can I update a team member's permissions after they have joined?
Yes. Role, permission, and environment access changes can be made at any time from the Team page. Changes take effect immediately. For a reminder of what each role includes, see Team roles and permissions.
Conclusion
The Team page gives you everything you need to manage access to your Rapyd Cloud account. Whether you are onboarding a new developer, adjusting what a contractor can access, or removing someone who no longer needs access, all of it is handled in one place.
For a full breakdown of roles and what each one can do, see Team roles and permissions. If you need help with anything, our support team is available 24/7.