Team Management

Invite teammates and manage your organization's users in Cased.

Cased allows you to invite teammates to collaborate on infrastructure management, deployments, and workflows within your organization.

Inviting teammates

You can invite new users to your organization from the Settings page:

1. Navigate to Settings in the left sidebar
2. Enter your teammate’s email address
3. Click Invite User

The invited user will receive an email with instructions to join your organization.

During onboarding

When you first create an organization, the onboarding wizard will prompt you to invite teammates. This is a convenient way to get your team set up quickly.

How invites work

When you invite a user:

1. Same domain users (e.g., inviting teammate@yourcompany.com to an org with domain yourcompany.com):

   • An invite email is sent
   • When the user signs in with SSO (Google Workspace, GitHub, etc.), they are automatically added to your organization

2. External users (e.g., contractors with different email domains):

   • A Cased account is created for them
   • They receive an email with a password reset link
   • They are immediately added to your organization

Auto-enrollment settings

Organization admins can configure whether users with matching email domains are automatically added to the organization when they sign up.

Enabling auto-enrollment

When Auto-enroll domain users is enabled:

• Any user who signs in with SSO using an email from your organization’s domain will automatically join your organization
• No explicit invite is required

Disabling auto-enrollment (default)

When Auto-enroll domain users is disabled:

• Users must be explicitly invited to join your organization
• This provides more control over who can access your organization’s resources
• Invited users will still be automatically added when they sign up via SSO

To change this setting:

1. Go to Settings
2. Find the Auto-enroll domain users toggle
3. Enable or disable as needed

User roles

Cased supports two user roles:

Role	Permissions
Member	View and interact with agents, workflows, and integrations
Admin	All member permissions, plus: invite users, manage settings, configure integrations

Changing user roles

Admins can promote members to admins or demote admins to members:

1. Go to Settings
2. Find the user in the team member list
3. Click the menu icon next to their name
4. Select Make Admin or Remove Admin

Removing users

To remove a user from your organization:

1. Go to Settings
2. Find the user in the team member list
3. Click the menu icon next to their name
4. Select Remove from organization

Note

Removing a user does not delete their Cased account. They can still create or join other organizations.