Control Who Accesses What Across Your Workspace

Add users, assign predefined roles like Admin or Viewer, or create custom roles. Manage who belongs to your workspace and what they can access.

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User management

Control who accesses your workspace

Membership in Teams determines who can access People, Channels, and OneCloud. Add users individually or sync from directories. Assign roles that grant specific permissions, and create custom roles when predefined options do not fit. The right people gain the right access from day one with Delalify Teams.

User management and workspace membership with Delalify Teams

Capabilities

User and role management

User invitations

New team members need access to start working immediately. Manual account creation through IT tickets delays onboarding while people wait to be productive. This fragmentation between HR processes and IT execution creates a poor first-day experience and wastes valuable time for both new hires and administrators.

Invite users by email directly within Delalify Teams. They receive a secure link to join and set up their account without administrative intervention. Track pending invitations and resend as needed to ensure that every new member starts quickly and feels welcomed to your workspace from their very first hour.

Predefined roles

Figuring out which permissions to grant each new user takes time and requires deep knowledge of every sub-system. Getting it wrong means security risks or frustrated team members who cannot do their jobs. Manual permission management at scale is prone to error and difficult to audit consistently.

Assign standard roles like Admin, Editor, and Viewer that come with sensible default permissions across the entire Delalify suite. These roles cover common needs in People, Channels, and OneCloud, ensuring that your security posture is strong from day one without complex configuration.

Custom roles

Standard roles do not fit every situation in a modern organization. A support agent needs different access than a sales rep, but neither matches the predefined options perfectly. Forcing users into roles that are too broad creates security vulnerabilities, while roles that are too narrow hinder productivity.

Build custom roles with granular permissions tailored to your specific organizational needs. A "Support Agent" role might be able to view contacts in People but not send mass campaigns through Channels. Access matches actual job functions, improving security and operational efficiency by giving people exactly what they need to do their work—nothing more, nothing less.

Bulk management

Reorganizations and growth spurts affect dozens of users at once. Updating permissions one by one takes days and risks inconsistency as changes roll out gradually. Without bulk tools, administrators spend more time on repetitive tasks than on strategic security and infrastructure improvements.

Add, update, or remove multiple users at once through CSV imports or directory synchronization using Identity & Access Management. Handle reorganizations efficiently and ensure that changes apply consistently across your entire workspace. Bulk operations finish in seconds, freeing up IT resources for higher-value work.

Activity monitoring

Something went wrong but you cannot tell who did it or when. Investigating security incidents requires logs that do not exist or live in separate, disconnected systems. Without visibility into user activity, it is impossible to demonstrate compliance or identify unusual patterns before they become problems.

Track user login history, permission usage, and data access patterns across all Delalify products. Spot unusual activity before it impacts your security and answer compliance questions with concrete evidence. Use OneCloud Storage to securely store and archive audit logs for long-term reference and regulatory reporting.

Deactivation and offboarding

Former employees retain access for days after leaving because nobody remembered to revoke credentials in every system. Their files become inaccessible to the team that needs them, and conversation histories are lost or buried. This creates significant security risks and operational gaps during personnel transitions.

Deactivate users in Delalify Teams to revoke access instantly across the entire platform. Files in OneCloud and conversation history in Channels stay with the original account and remain accessible to workspace admins for hand-off and audit purposes. Departures stay clean because one action handles credentials, data, and access in a single, secure step.

Why it matters

Right access for every user

Right access from day one

New users get appropriate permissions immediately through role assignment instead of piecemeal grants. Onboarding becomes predictable because roles define exactly what each person can access across the entire platform.

Flexibility for unique needs

Custom roles accommodate specialized workflows without over-permissioning standard roles. A support agent sees what support agents need; a sales rep sees what sales reps need. Access matches actual job functions.

Clean offboarding

Deactivation revokes access everywhere at once. Files and conversation history stay with the account and remain accessible to workspace admins. Departures stay clean because one action handles credentials, data, and access in a single step.

Activity visibility

Track user login history, permission usage, and data access patterns. Spot unusual activity before it becomes a problem, and answer security questions with concrete evidence rather than speculation.

Use cases

See membership management in action

Startup scaling from 10 to 50 employees

The founder creates custom roles for Sales, Support, and Engineering departments. Each role is configured to see only relevant data in People and use specific features in Channels. As headcount grows rapidly, new hires get appropriate access instantly through simple role assignment during onboarding.

Result

Security posture stays consistent despite rapid growth because permissions follow roles rather than ad hoc grants. The founder spends zero time on manual permission management, focusing instead on scaling the business while maintaining a secure and organized workspace for all employees.

Enterprise onboarding a new department

The IT team imports 200 users from their existing HR system using Identity & Access Management sync. Each user receives a predefined role based on their job function and is automatically added to relevant communication groups in Channels. Access provisioning that would have taken days is completed in minutes with high accuracy.

Result

The new department starts work immediately without waiting for individual permission requests or administrative troubleshooting. Workspace admins maintain a clear audit trail of all new accounts and roles, satisfying corporate governance and security standards from the moment of activation.

Consultant ending an engagement

The project manager deactivates the consultant's account in Delalify Teams the moment the contract ends. All deliverables and conversation histories from the engagement remain securely stored in OneCloud and are accessible to workspace admins. The consultant loses access to all internal systems within seconds, preventing any unauthorized data extraction.

Result

Compliance audit confirms zero residual access, meeting the client's strict security requirements and the firm's internal data protection policies. The project team continues their work without interruption, referencing the consultant's documented history as needed for project completion.

Nonprofit managing volunteer coordinators

The volunteer director creates a custom role that allows coordinators to view and message volunteers in People but explicitly blocks access to donor information and financial records. Coordinators use People Groups to organize their volunteer teams and communicate through Channels while the organization's sensitive data remains protected.

Result

Donor privacy stays protected while volunteers can coordinate activities independently without escalating to paid staff for basic tasks. The nonprofit operates more efficiently and scales its impact without compromising the trust of its donors or the security of its financial data.

Nonprofit managing volunteer coordinators

Law firm handling partner transitions

When a partner retires, the administrator deactivates their account, ensuring that all client matters remain documented and accessible to the firm. Case files stored in OneCloud Storage and interaction logs in Channels provide a complete history of all legal advice and communications during the partner's tenure, which are vital for ongoing client service and liability management.

Result

Client matters continue without interruption as the firm has complete documentation for malpractice insurance and transition purposes. The retired partner's legacy is preserved within the organization's digital infrastructure, and the firm demonstrates professional accountability through detailed record-keeping.

Related features

Explore more Teams capabilities

Identity & Access Management

Sync users from directories for automatic provisioning.

Learn more

View all Teams features

Control who accesses your workspace

Add users, assign roles, and manage permissions in one place. Predefined and custom roles ensure everyone has the right access.

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