All members of a team or group must be assigned a role in Tines. Each role has a set of permissions assigned to them which will give read and/or write access to objects in the team or group.

How do I invite users to a team?

Adding members to a team is simple:

Open Tines and click on your team name
Click Settings and then Users
Hit +New and enter the email address of the user you want to invite. You can separate multiple email addresses with a comma.
Optional: Assign teams and roles

After a team member accepts the invitation, you can configure their role.

Roles

These are the roles available in Tines:

Team Admin
Editor
Viewer
Case manager
Workbench User
Dashboard Manager
Dashboard Viewer

Note: A user can only have one role. Roles cannot be combined to grant additional permissions.

Team Admin

This role gives the user unrestricted read and write permissions to all objects in Tines.

Team admins can:

Read stories, resources, credentials, events
Read cases
Create / update stories, resources, credentials, cases, records & dashboards
Run an action
Import / export stories
Publish / push stories
Manage team members (add / remove)
Share, move & delete objects (stories, resources, credentials)
Author Workbench presets
Use Workbench presets
Configure dashboards
Edit dashboard layouts and charts
Manage dashboards

Editor

This role gives the user read and write permissions to most objects in Tines, but unlike the team admin role, they cannot delete stories, resources or credentials.

Editors can:

Read stories, resources, credentials & events
Manage cases
Create / update stories, resources, credentials, cases, records & dashboards
Run an action
Import / export stories
Publish / push stories
Author Workbench presets
Use Workbench presets
Manage dashboards

Viewer

This role gives the user read-only permission to most objects in Tines.

Viewers can:

Read stories, resources, credentials & events
Read cases

Case manager

Note: This role is only available to customers with cases enabled.

This role gives the user read and write permissions to cases, while restricting access to other objects on the team such as stories, resources, credentials and events.

This role is useful for users who work with cases and do not need access to many other aspects of the system.

Note that while Case managers are not able to access most objects in their team, they are still able to author stories in their drafts and access objects (resources, credentials, stories for "send to story") shared globally with all users.

Case managers can:

Read cases
Create / update cases
Create / update dashboards

Workbench User

This role grants access to use configured Workbench presets on the team. Any credentials that are configured on the Workbench preset may be used only through Workbench but cannot be changed or viewed.

Workbench users can: