Managing Members & Groups

Members and groups can only be managed via the web console and can only be managed by enterprise admins.

Inviting a member

Click Members in the top navigation, then ensure you are on the People tab.

Click Invite Member in the top-right corner and enter the member's email address and display name.

Send the invite. The member will receive an email prompting them to download the Castle mobile app and complete their account setup.

Invited members are given the Member role by default. To promote a member to an admin role, click on the member in the People tab, press the Edit button on the member detail view page, and select Admin from the dropdown box under the Role setting, and press Save.

Important

A member must accept their invitation and complete mobile app setup before they can be added to a group. Their status will show as Active in the People tab once they have done so.

Note

All members — including Admins — must use the Castle mobile app to view live TOTP codes. The web app is for access policy and member management only.

Creating a Group

Groups let you assign resource access to multiple members at once, rather than managing access per member.

  1. Click Members in the top navigation, then select the Groups tab.
  2. Click Create Group and give it a descriptive name (e.g. Trading Desk, Ops Team).
  3. Add members to the group. Only members who have accepted their invite and are showing as Active can be added.
  4. Save the group. It is now available to assign to resources.