Managing Members & Groups

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.

Select their role: User (standard) or Admin. Admin accounts have full access to the web app and all configuration settings.

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

Important

A member must accept their invitation and complete 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 management only.


Creating a Group


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


  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.