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copyright: year: 2024 last updated: 2024-06-07

Managing teams

Teams are composed of a collection of roles: administrator (admin), builder, and user. Every team needs at least one admin, the person who first created the team.

By default, when you start on IBM watsonx Orchestrate, you are the admin of your own team of one. To create a team, you need to invite a member into your team. You can assign any member to any of the three roles. Each role has a purpose that limits what a team member can see or do.

Note: Are you looking for information on how to manage members on IBM watsonx Orchestrate On Premises in IBM Cloud Pak® for Data? See Giving users access to IBM watsonx Orchestrate instance 🡥 in the IBM Cloud Pak for Data documentation.
Important: In all cases, multiple people can assume each role on Orchestrate. For example, you might have 3 admins, 2 builders, and 15 users. The only necessary condition for creating a team skill set is that a team must have at least one admin.

Adding members

Note: Only admins can add members on Orchestrate.

You can add members to a team in two ways: manually or automatically in bulk.

Adding members manually

To add a member to your team manually, complete the following steps:

  1. On the Orchestrate home page, click the menu icon menu.
  2. Click Manage team.
  3. Click the Members tab.
  4. Click the Add members + button.
  5. Select Manually add members option.
  6. Type the email address of the member that you want to add.
  7. Click the Add member button.
    • You can add multiple members.
  8. Assign a role to the invited members.
    1. Click the role field next to the email address.
    2. Select one of these roles: Builder, Admin, or User.
  9. Click the Add button.

The status of the added members appears as Pending log in until they access to Orchestrate for first time. The members are part of your inventory until you remove them from your team.

Adding members in bulk automatically

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

  1. On the Orchestrate home page, click the menu icon menu.

  2. Click Manage team.

  3. Click the Members tab.

  4. Click the Add members + button.

  5. Select Automatically in bulk option.

  6. Click Download the .json template link.

  7. Open the template file and type the email and the role of all members to be added to the team. See an example:

    Template to add members in bulk

  8. Save the file in .json format.

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

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

  10. Click the Add button.

The status of the added members appears as Pending log in until they access to Orchestrate for first time. The members are part of your inventory until you remove them from your team.

Removing members

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

You can remove members from a team in two ways: one by one or in bulk.

Removing members one by one

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

  1. On the Orchestrate home page, click the menu icon menu.

  2. Click Manage team.

  3. Click the Members tab.

  4. Choose a way to remove the member:

    1. On the icon at the end of the member row in the table.
      1. Click the Remove member icon in the table.
    2. On the button in the Edit member window.
      1. Click the member row in the table.
      2. Click the Remove button.

    Remove member options

  5. In the confirmation window that appears, click Remove.

A box message confirms that the member was removed from team.

Removing members in bulk

To remove members in bulk from your team, complete the following steps:

  1. On the Orchestrate home page, click the menu icon menu.

  2. Click Manage team.

  3. Click the Members tab.

  4. Click the Remove button at the top of the members table.

    Remove members in bulk button

  5. Click Download the .json template link.

  6. Open the template and type the email of all members to be removed from the team. See an example:

    Template to remove members in bulk

  7. Save the file in .json format.

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

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

  9. Click the Remove button.

  10. In the confirmation window that appears, click Remove.

A box message confirms that the members were removed from team.

Update the roles of the members

Note: Only admins can assign roles to members on Orchestrate.

You can update the roles of the members in two ways: one by one or in bulk.

Update member roles one by one

To assign a different role to a member of your team, complete the following steps:

  1. On the Orchestrate home page, click the menu icon menu.
  2. Click Manage team.
  3. Click the Members tab.
  4. Search the member that you want to change the role.
  5. Click the member row in the table.
  6. In the Edit member window, click the Role field.
  7. Select the role.
  8. Click Save.

You can see the new role of the member in the team members table.

Update member roles in bulk

To assign different roles to more than one member at the same time, complete the following steps:

  1. On the Orchestrate home page, click the menu icon menu.

  2. Click Manage team.

  3. Click the Members tab.

  4. Click the Update button at the top of the members table.

    Update roles of members in bulk button

  5. Click Download the .json template link.

  6. Open the template and type the email and the new roles of the members to be updated. See an example:

    Template to remove members in bulk

  7. Save the file in .json format.

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

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

  9. Click the Update button.

You can see the new roles of the members in the team members table.

Parent topic:

→ Your team