Team & account

Invite your team

Invite people to your organization, choose their role, and change or remove access later.

About 5 minutes

Everyone in your organization sees the same clouds, clusters and reports. Each person has a role that decides what they may change. You invite people by email from the Team page.

Before you start

You are the organization’s Owner or an Admin.
A free seat on your plan. Free is for one person, Pro includes three people, and Business has no limit. An invitation that is not yet accepted holds a seat.

Invite someone

Send the invitation
Open Team in the sidebar. (1) Type their email address. (2) Choose a role; you can change it later. (3) Click Send invite. To invite several people at once, click Bulk invite and paste the addresses.
Check the email went out
Zaysa emails them a link to join and tells you it did. The same link is shown once under Pending invitations, so you can also send it yourself, for example in chat.
If the email could not be sent, the page says so in amber. Copy the link and send it to them yourself.
They accept
They open the link and sign in, or create an account, with the address you invited. An invitation opened while signed in with another address is refused. Once they accept, they appear in the member list.

Invitations last 14 days

The list shows how long each one has left. To cancel one, or to send a new link because the old one is lost, revoke it in the list and invite the address again.

Roles

Role	In short
Owner	Final say. Exactly one per organization. Billing, transferring ownership and deleting the organization.
Admin	Runs the team and the infrastructure: invites people, changes roles, edits organization settings, and may clean up waste, run and destroy deployments. Everything except the Owner-only actions.
Member	Looks, connects clouds and clusters, runs cost scans, plans deployments, manages budgets and cost settings, and creates API keys. Cannot clean up, run or destroy anything, or manage people.
Viewer	Looks only, and can request access through Beam. Changes nothing.

Member is not read-only

A Member can connect cloud accounts and change cost settings. For someone who should only look, such as an auditor, choose Viewer. To let one Member run deployments, or to take something away, use Edit access (see Roles, policies and teams).

For the full list, click the ? next to Members (1). The table is built from the same rules Zaysa checks on every action.

The Members list with the role help button marked 1 and a member marked 2

What can each role do: a summary per role and a table of every action by role

Change a role or remove someone

Click a person in the member list (2). In the panel that opens:

(1) Role changes their role at once.
(2) Edit access is everything else about this person in one window: which cloud accounts they see, extra roles and policies, and exceptions for this person only, for example a Member who may also run deployments on one account. See Roles, policies and teams.
(3) Remove from your organization takes away their access. Their own Zaysa account stays.

Member panel with Role, Edit access and Remove from Acme

The Owner cannot be demoted here. To hand the organization to someone else, use Transfer ownership (see below).

See who did what

The Activity list on the Team page shows the last 25 changes to your organization and its members, and who made each one: joins, role changes, removals and settings. Click CSV to download it.

Activity list showing a member who joined and organization changes

Organization settings

Click Org settings at the top of the Team page.

Setting	What it does	Who
Organization name	The name shown across the dashboard and in invitations.	Owner, Admin
Billing email	Where invoices and payment notices go.	Owner, Admin
Your notifications	Which organization events email you: new members, role changes, invitations sent, settings changed.	Each person for themselves
Transfer ownership	Hands the organization to another member. You become an Admin.	Owner
Delete this organization	Everyone loses access to it at once and invitations not yet accepted stop working. Not possible while a paid plan is running (cancel it in Billing first) or for your only organization.	Owner

Transferring ownership and deleting the organization need two-factor sign-in turned on and a sign-in within the last 30 minutes. Otherwise Zaysa asks you to sign in again first.

If something goes wrong

“This invitation was sent to a different email address”: sign out and open the link again with the invited address, or ask for an invitation to the address you use.
The invite button says you are out of seats: revoke unused invitations or move to a plan with more seats.
“This invitation was already used”: the link was accepted before. If that person was removed since, invite them again.
“Invitation not found”: the link is wrong, or the organization was deleted.

Next steps

Roles, policies and teamsDecide exactly what each person may do: ready-made roles, your own policies, teams, exceptions for one person, and a simulator to check.Give kubectl accessGive a teammate time-limited kubectl access to a cluster, in the browser or from their own computer.