Requestly allows workspace admins to assign specific roles to users, ensuring that only authorized members can access sensitive configurations like secrets. This guide will explain the different roles, their permissions, and how to configure them for better security and collaboration.
User Roles
Each workspace has three roles, each with distinct permissions:
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Admin: Has full control over the workspace, including workspace settings, member management, and permissions. Can create, edit, delete, and execute Rules, APIs, and Sessions.
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Editor: Can create, edit, delete, and execute Rules, APIs, and Sessions but cannot manage team settings, members, or permissions. Has access to most features but cannot modify workspace settings.
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Viewer: Has read-only access. Can view and execute Rules, APIs, and Sessions but cannot make any changes. Cannot access secrets or workspace settings.
Permissions Overview
Permission | Admin | Editor | Viewer |
|---|---|---|---|
Add a new user | ✅ | ✅ (Add as an editor) | ❎ |
Delete a user | ✅ | ❎ | ❎ |
Sync rule status | ✅ | ✅ | ❎ |
Generate public link | ✅ | ✅ | ❎ |
Managing Team Members
To effectively manage access, admins can add team members, update their roles, or remove team members within a workspace. Below are the steps to perform these actions.
Adding New Members
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Here you can directly invite teammates or go to workspace settings to see the list of users before inviting.
Invite People
In the workspace settings, click the + Invite People button.
Assign the Role
When sending an invitation, you can assign a specific role to the user.
Add Teammates or Share a Link
Enter the email addresses of your teammates or, if you're an Admin, create and share a public invite link.
Await Confirmation
Invited members will receive an email to join the workspace. Once they accept, they will appear in the members list.
Changing Roles
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Select a Member
Find the member whose role you want to change in the members list.
Update Role
Use the dropdown next to their name to select the new role (e.g., Admin or Member) and confirm the change.
Removing Members
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Remove the member
Locate the member you want to remove from the members’ list. Click the 3-dot menu next to their role and select Remove user from Workspace.
Confirm the Removal
A confirmation prompt will appear. Confirm the action to remove the member successfully.
Revoke Pending Invites
If a member has been invited but not yet joined, you can revoke their invite from the same dropdown.
