Skip to main content

Invite Your Team

Collaborate with your security team by adding users to your CastellanAI account.

Why Invite Team Members?​

Security monitoring is a team effort. Inviting colleagues allows you to distribute responsibilities, enable 24/7 coverage, and leverage specialized expertise across your security operations.

BenefitDescription
Shared VisibilityEveryone sees the same security events and threat intelligence in real-time
Role-Based AccessAssign appropriate permissions based on each team member's responsibilities
Faster ResponseDistribute alert notifications to reduce response time and improve coverage

How to Invite Team Members​

Step 1: Navigate to Team Management​

From the Customer Portal header, click Team to access team management.

  1. Log in to your Customer Portal at castellanai.com
  2. Click Team in the header navigation
  3. Click the Invite Team Member button in the top right
tip

The Team page shows a summary of your current team members, pending invitations, and admin count at the top.

Team Management Page The Team page showing team members, pending invitations, and the "Invite Team Member" button.

Step 2: Enter User Details​

The invitation form requires the following information:

FieldRequiredDescription
Email AddressYesUser's email address for login and invitation delivery
Full NameYesFirst and last name for identification in the portal
RoleYesChoose from: Admin, Member, or Viewer
Welcome MessageNoPersonal message included in the invitation email

Step 3: Select Role & Permissions​

Assign the appropriate role based on the user's responsibilities:

Admin​

Full account access including billing, team management, and all features.

Best for: Security managers, team leads, co-administrators

Permissions:

  • Full access to all features
  • Manage team members and invitations
  • Access billing and subscription settings
  • Configure all account settings

Member​

Can manage agents and view billing, but cannot manage team members.

Best for: Security analysts, IT administrators, operations staff

Permissions:

  • View and manage agents
  • Access the Security Dashboard
  • View billing information (read-only)
  • Cannot invite or remove team members

Viewer​

Read-only access to the dashboard and agent information.

Best for: Executives, auditors, compliance officers, stakeholders

Permissions:

  • View-only access to dashboard
  • View agent status and information
  • Cannot make any changes
  • Cannot access billing or team management

View detailed role permissions comparison →

Step 4: Send Invitation​

  1. Review all entered information for accuracy
  2. Click Send Invitation
  3. User receives an email with a secure link to accept the invitation
  4. Invitation appears in the "Pending Invitations" section until accepted

What Happens After Invitation​

  1. Email Sent - The invited user receives an email with a secure acceptance link
  2. Pending Status - The invitation shows in your Team page under "Pending Invitations"
  3. User Accepts - When they click the link, they create their password and activate their account
  4. Access Granted - The user can immediately log in with their assigned permissions

Managing Invitations & Team Members​

Pending Invitations​

For any pending invitation, you can:

  • Resend Invitation - If the user didn't receive the email or it expired
  • Cancel Invitation - Revoke the invitation before it's accepted

Click the three-dot menu (⋮) next to any pending invitation to access these options.

Active Team Members​

For existing team members, you can:

  • Change Role - Adjust their permissions level
  • Remove Member - Revoke their access entirely

Click the three-dot menu (⋮) next to any team member to access these options.

warning

Removing a team member immediately revokes their access. This action cannot be undone.

Account Owner​

The account owner (the person who created the account) is displayed separately at the top of the Team page with a crown icon. The owner:

  • Has full administrative access
  • Cannot be removed from the account
  • Cannot have their role changed
  • Is responsible for billing and subscription management

Team Management Best Practices​

  • Start with Key Personnel - Invite primary security team members first
  • Follow Least Privilege - Assign the minimum permissions needed for each role
  • Provide Context - Use the welcome message to explain expectations
  • Review Regularly - Periodically review team access and remove inactive accounts
  • Maintain Multiple Admins - Ensure at least two people have admin access for continuity

What's Next?​

Need Help?​

Having trouble with team invitations? Check our troubleshooting guide or contact support.