DocumentationAccountTeam & Roles
v1.0

Team & Roles

Invite teammates, assign roles, and configure granular permissions — including SAML SSO and SCIM on Enterprise.

Quick start
Setup time
3 minutes
Prerequisites
  • List of teammate emails
Outcomes
  • Team invited and active
  • Roles assigned per teammate

Step-by-step walkthrough

Numbered, real-world instructions you can follow today.

1
Open Team

Sidebar → Team.

Live screenshot: Open Team
Live screenshot: Open Team
2
Invite teammates

Click + Invite. Multi-paste a list of emails, choose a role, send. Invites expire after 7 days.

3
Assign roles

Roles: Owner, Admin, Agent, Viewer. Custom roles available on Enterprise.

4
Enable SSO (optional)

On Enterprise, switch on SAML / OIDC and provide your IdP metadata.

Watch tutorial
Watch: Team & permissions
Video coming soon — bookmark this page or subscribe for the release.

Tips & best practices

Field-tested advice from teams shipping SyntrixOne in production.

  • Make at least two Owners. Single-owner accounts can be locked out if the owner leaves.
  • Use Agent role for first-line support, Admin for managers — keeps blast radius small.

Common issues & troubleshooting

What goes wrong, and exactly how to fix it.

Frequently asked questions

3 answers to the questions teams ask most.

Ready when you are

Invite your team

Estimated setup time: 3 minutes.

Invite your team

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