Managing users on AWS

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

  • Admin: Can add or remove members and build agents that perform tasks
  • Builder: Can build agents or tools that perform tasks
  • User: Can use agents

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.

See more information about roles on watsonx Orchestrate in the Roles section.

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

In the watsonx Orchestrate agentic experience, you can add members to your tenant without any seat limits, allowing flexible team scaling.

Adding a member individually

To add a member one at a time:

  1. From the main menu, go to Manage > Users.
  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, click Manage > Users.

  2. Click Add members +.

  3. Select Automatically in bulk.

    Note: You can add up to 200 users at a time using the bulk add option.

  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 the agents and tools that are a part of this instance. 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, click Manage > Users.
  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, click Manage > Users.

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

    Remove members in bulk button
    Figure 2: 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 3: 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, click Manage > Users.
  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 role will be 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, click Manage > Users.

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

    Update roles of members in bulk button
    Figure 4: 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 5: 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.

Parent topic:

→ Managing users