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06 Adding Users

This chapter describes how to create, update, and remove team members in SSH Teams.

6.1 Prerequisites

Requirement Lab Staging Production
Signed-in account with user-management permission Required Required Required
Role model documented for your team Optional Recommended Required
Secure channel for credential handoff Recommended Required Required
Leaver/offboarding checklist defined Optional Recommended Required

6.2 User Management Permissions

The user-management UI is available under Administration -> Users.

Users list screen:

SSH Teams users list

Access requirements:

  • You must be signed in.
  • Your account must have permission to manage users (MANAGE_USERS or ADMIN).
  • Access is scoped to your own team only.

If the signed-in account does not have user-management permission, the flow redirects back to administration.

6.3 Creating Users and Assigning Roles

Open Add User from the users list.

Create-user form:

SSH Teams add user form

Required fields:

  • Display Name
  • Email
  • Password (minimum 8 characters)

Optional fields:

  • Phone Number

Role assignment:

  • Admin
  • Manage Servers
  • Manage Policies
  • Manage Users
  • User

Notes on creation behavior:

  • New users are created as email-verified accounts.
  • Email addresses must be unique.
  • If password length is below 8, creation is rejected.

6.4 Editing and Deleting Users Safely

Edit flow:

  1. Select Edit on a user row.
  2. Update profile fields.
  3. Optionally set a new password (leave blank to keep current password).
  4. Select Save Changes.

Delete flow:

  1. Select Delete on a user row.
  2. Confirm the delete prompt.

Safety controls in the UI and controller:

  • You cannot delete your own account.
  • You cannot change your own permissions in the edit form.
  • You can only edit or delete users within your own team.

Operational caution:

  • Update flow currently accepts changed email values without a duplicate-email check. Prefer changing one account at a time and validating the resulting users list after save.

6.5 Role Design Recommendations

Recommended role patterns:

  • Keep one or two break-glass Admin accounts only.
  • Use least privilege for day-to-day operations:
    • user onboarding/offboarding: Manage Users
    • infrastructure onboarding: Manage Servers
    • access governance: Manage Policies
  • Grant User to regular team members that only need certificate/device workflows.

Example operating model:

  • Platform owner: Admin
  • IAM/security engineer: Manage Users + Manage Policies
  • Infrastructure operator: Manage Servers
  • Developer: User

6.6 User Lifecycle Runbook

Joiner:

  1. Create user with minimum required roles.
  2. Share sign-in details through your approved secure channel.
  3. Ask the user to register at least one device.

Mover:

  1. Edit user and adjust role set to match the new responsibility.
  2. If needed, rotate password by setting a new value.
  3. Validate that access behavior matches expected policy and server scope.

Leaver:

  1. Delete user account.
  2. Revoke/retire any remaining active devices tied to that person (see devices chapter).
  3. Confirm no active policy grants remain for the departing identity.

Verification checklist after changes:

  • Users list reflects expected profile and permissions.
  • Self-account protections still apply for current admin session.
  • Role assignments align with least-privilege design.

6.7 Pro Tip and Common Gotcha

Pro tip:

  • Review role assignments in weekly batches instead of only during incidents. Small recurring reviews catch privilege drift early.

Common gotcha:

  • Teams often remove a user account but forget device cleanup workflows. Pair user offboarding with device revocation checks.