Managing users on the skill-based experience

Information: This topic is specific to the skill-based experience of watsonx Orchestrate. To elevate your productivity and streamline workflows, explore the new agentic experience — powered by advanced AI agents, dynamic multi-agent orchestration, and seamlessly integrated tools. To unlock the new agentic experience with context-aware decision making, see Exploring the agentic experience.

Users are organized into teams, and each team includes members assigned to specific roles:

  • Admin: Can add or remove members who can use the team skill set
  • Builder: Can build skills that perform tasks
  • User: Can use the team skill set

Every team must have at least one admin, usually the person who creates the team. When you first start using watsonx Orchestrate, you're automatically the admin of your own team of one. To build your team, you’ll need to invite members and assign them roles based on what they need to do.

Adding members

As an admin, you can add members to your team in two ways:

  • Individually: Add one member at a time
  • In bulk: Upload multiple members using a JSON template

Adding a member individually

To add a member one at a time:

  1. From the main menu, go to Manage team.
  2. Click Add members +.
  3. Select Manually one by one.
  4. Enter the email address of the person you want to invite.
  5. You can add multiple email addresses one after another.
  6. Click Add member+.
  7. Choose one of the following:
    1. Admin
    2. Builder
    3. User
  8. Once all members are added and roles assigned, click Add to complete the process.

Newly added members will appear as Pending log in until they sign in to watsonx Orchestrate for the first time. They remain part of your team inventory unless you remove them.

Adding members in bulk

To add members to your team in bulk, complete the following steps:

  1. From the main menu, go to Manage team.

  2. Click Add members +.

  3. Select Automatically in bulk.

  4. Click Download .json template to get the pre-formatted file.

  5. Open the template and enter the email addresses and roles for each member you want to add. See an example entry:

    Template to add members in bulk
    Figure 1: Template to add members in bulk.

  6. Save the file in .json format.

  7. Upload the file in one of the following ways:

    • Click the upload link and select the file.
    • Drag the file to the upload field.

  8. Click Add to complete the process.

Newly added members will appear as Pending log in until they sign in to watsonx Orchestrate for the first time. They remain part of your team inventory unless you remove them.

Removing members

You can remove members from a team in two ways:

Important: When you remove members from a team, they not only lose access to your team skill set. They are also removed completely from watsonx Orchestrate including their access and their chat history.

Removing a member individually

To remove a member from your team individually, complete the following steps:

  1. From the main menu, go to Manage team.
  2. Locate the member you want to remove.
  3. Click the Remove member icon at the end of their row.
  4. Click Remove.
  5. In the confirmation dialog, click Remove again.

A confirmation message appears once the member is successfully removed.

Removing members in bulk

To remove multiple members at once:

  1. From the main menu, go to Manage team.

  2. Click Remove at the top of the members table.

    Remove members in bulk button
    Figure 3: Remove members in bulk button.

  3. Click Download .json template.

  4. Open the template and enter the email addresses of the members you want to remove. See an example entry:

    Template to remove members in bulk
    Figure 4: Template to remove members in bulk.

  5. Save the file in .json format.

  6. Upload the file in one of the following methods:

    • Click the upload link and select the file.
    • Drag and drop the file into the upload field.

  7. Click Remove.

  8. In the confirmation dialog, click Remove again.

A confirmation message appears once the member is successfully removed.

Update the roles of the members

As team needs evolve, you may need to change the roles of your members to reflect their responsibilities. You can update roles in two ways:

Updating a member role individually

To change the role of a single team member:

  1. From the main menu, go to Manage team.
  2. Locate and select the member whose role you want to update.
  3. Click on the member’s row to open the Edit member window.
  4. In the Role field, choose the new role.
  5. Click Save to apply the changes.

The updated roles are reflected immediately in the team members table.

Update member roles in bulk

To update roles for multiple members at once:

  1. From the main menu, go to Manage team.

  2. Click Update at the top of the members table.

    Update roles of members in bulk button
    Figure 5: Update roles of members in bulk button.

  3. Click Download .json template.

  4. Open the template and enter the email addresses and new roles for each member. See an example entry:

    Template to remove members in bulk
    Figure 6: Template to remove members in bulk.

  5. Save the file in .json format.

  6. Upload the file in one of the following ways:

    • Click the upload link and select the file.
    • Drag and drop the file into the upload field.

  7. Click Update to apply the changes.

The updated roles are reflected immediately in the team members table.