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Knowledge base

Decide who sees which profiles

A role says what a person may change, and groups say which profiles they can see at all. The path is Members in the left column (under Team), then Groups on that person's row. You reach for it when a contractor should work on two clients and not on the other twenty.

Two different questions

The role answers what a person may do: touch billing, change the shared proxy library, work only with what they were given. It is the same answer everywhere in the workspace. The member's row on the Members screen also has a Profile limit: empty means no limit, 0 means the person cannot create profiles.

Groups answer something narrower: out of the profiles opened to this person, which ones are visible. One person can be a manager and still see two groups out of ten. The Lead in the same row, a manager or an admin, sees, starts and edits the profiles of their people within their own groups, but cannot delete or share them or set their password.

A third thing is decided on the profile itself: when the owner shares it with a colleague, they choose the access level, can start, can edit or full access.

Put profiles into groups

Groups start on the Groups tab. A group is kept on this computer, and once one of its profiles goes to the account the group is created there too and means the same thing to everyone in the workspace. The program offers the controls that create and change groups to an owner or an admin.

Deleting a group here keeps its profiles but leaves the group in the account alone, and for a signed-in user that group comes back at the next app start or sign-in.

The Groups screen: four groups of profiles with rename and delete on their cards, and the New group button
Groups start on the Groups screen, with the New group button above the cards.

Open groups to a person

The choice belongs to the member's row, because that is where you already are when you think about it.

  1. 1

    Open the Members screen

    Members in the left column, under Team.

  2. 2

    Find the person

    The list of members on that tab.

  3. 3

    Press Groups

    The button in that person's row.

  4. 4

    Tick the groups

    The list inside the Groups window.

  5. 5

    Press Save

    The button at the bottom of that window.

An empty choice means everything

Ticking nothing is not the same as taking everything away. An empty list is read as no restriction, so removing the last group gives the person the ordinary view back. The window says so: «Nothing picked: this person sees every group».

The opposite reading would be a trap: the way to widen access would look exactly like the way to cut it off.

A profile with no group is hidden

Once a restriction is set, a profile that sits in no group does not show up either. Otherwise the whole rule would be bypassed by simply not filing a profile.

The rule is read twice

It is read when the list of profiles is built and again when a profile is opened by its own identifier, and the same check now guards its extensions. A rule read in only one of those would be decoration: the other doors would still be open.

A profile outside the allowed groups answers as if it were not there at all. A different answer would let someone count the profiles they are not allowed to see.

Who cannot be narrowed

The owner of the workspace sees everything and cannot be restricted, and a group from somebody else's workspace cannot be granted.

The restriction belongs to the workspace rather than to the person, so it does not follow them out of the door into their next one.

Manager and Admin ask for your password

Admin and Manager change what the whole team uses: a Manager edits groups, shared proxies and scenarios, an Admin also people and billing. So the app and the Dashboard give these roles only after you enter your account password again, and the 2FA code if it is on. A stolen session alone cannot hand them out.

This covers an invite, a team login, raising a role and accepting such an invite: the person accepting enters their own password. Operator and Member, lowering a role and changing a group need no password.

Each time someone becomes a Manager or an Admin, the bell of the apps where the owner is signed in shows A new admin or manager in your team. The app where the owner made the change does not show this line.

The owner learns about every new person

When a person of any role accepts an invite or a team login is created, the bell shows Someone joined your team or A team login was created on every device where the owner and the admins are signed in: who, which role, who added them, from which device and address, when, and in which team.

The device is the sign-in that sent the invite or created the login, named as under Where you are signed in. The address is that of the request: your device with an unknown address means someone else used your sign-in.

An invite for an operator or a member asks for no password, as with large services. So remove a person you do not know under Team at once and check the team API keys on the site, where the owner and the admins see and revoke every key.

The line comes once: removed, it does not come back. The device that created the login gets no line about it, and an older server sends none.

More than five such lines from one team at once come as one, Many people were added to your team at once, with Open the review naming each person. Security lines stay in the bell until you read them.

What this does not do

  • It does not share a profile. Groups narrow what a person sees out of what was already opened to them.
  • It does not restrict the owner. Whoever created the workspace sees all of it.
  • It does not hide a profile from its own owner. This decides what teammates see, not what you see.

Where this is decided

Each claim above is one place in the code and one stand.

A granted group narrows the list, a forbidden profile refuses to start, and extensions honour the same rule
apps/server/test/group-access.js
The window says out loud that an empty choice means seeing every group
apps/desktop/test/решения-имён-исполняются-в-окне.js
Setting groups for a member really runs from the program
apps/desktop/test/доступ-команде-из-программы.js
The rule is read where a profile is listed and where it is opened by identifier
apps/server/src/profiles/profiles.service.ts
The line names the sign-in that sent the invite and the address of the request
apps/server/test/команда-новый-участник-ключи-обзор.js
More than five lines at once come as one; security lines stay until read
apps/desktop/test/колокольчик-не-теряет-строки-безопасности-живьём.js

Questions

I removed every tick and now they see more.
That is the rule: an empty choice means no restriction. Leave at least one group ticked to keep the view narrow.
Why does a forbidden profile say it does not exist?
Because a different answer would confirm that it does. The refusal is deliberately the same one you get for an identifier that was never real.
Does a group restriction survive a change of role?
Yes. They are separate answers to separate questions, and changing one does not rewrite the other.
Can a teammate widen their own groups?
No. The request to change group access is refused for anyone below an admin.

Try it on one group

The free plan gives two profiles, with no time limit and no card.