Team Management

Effective team management is essential for maintaining secure and efficient plugin access across your organization. PluginBoard's team management features allow administrators to control user permissions, manage access levels, and maintain security standards.

Understanding User Roles

PluginBoard offers three distinct user roles to manage access and capabilities within your account:

Role	Description	Use Case
Admin	Full administrative access to all PluginBoard features, including user management, plugin deployment, and account settings.	Assign to IT managers, department heads, or technical leads responsible for overseeing the plugin ecosystem.
Developer	Access to develop, deploy, and manage plugins but cannot modify account settings or manage other users.	Assign to in-house developers, consultants, or technical staff who create and maintain plugins.
User	Basic access to discover, install, and use plugins but cannot modify or deploy them.	Assign to end users who need to access approved plugins in their design software.

Inviting Team Members

To add new users to your PluginBoard account:

1. Navigate to the administration area by clicking Management in the top menu bar
2. Select the Team tab from the sidebar
3. Click the Invite User button in the top-right corner
4. Complete the user information form:
   • First name and last name
   • Email address (must be a valid work email)
   • Select the appropriate role from the dropdown
5. Click the Confirm button to send the invitation

Once invited, the new team member will receive an email with:

• A welcome message with your organization name
• A temporary password for initial login
• Instructions for setting up their account

Note: Invited users must change their temporary password after first time login.

Managing Existing Users

Editing User Information

To modify a user's profile or permissions:

1. Navigate to the administration area by clicking Management in the top menu bar
2. Select the Team tab from the sidebar
3. Locate the user you wish to edit in the team list
4. Click the Edit button on the same row
5. Update any of the following information:
   • First and last name
   • Role assignment
6. Click Save to apply your changes

Changes to a user's role take effect immediately.

Deleting Users

To permanently remove a user from your organization:

1. Navigate to the administration area by clicking Management in the top menu bar
2. Select the Team tab from the sidebar
3. Find the user you wish to remove
4. Click the Delete button next to their name
5. In the confirmation dialog, type the user's first name to confirm deletion
6. Click the Delete button to permanently remove the user

Warning: User deletion is permanent and cannot be undone. All user-specific settings, history, and preferences will be removed from your account. Consider deactivating users instead if you may need to restore their access in the future.

Enterprise SSO Integration

PluginBoard supports single sign-on (SSO) integration with major identity providers for enterprise customers. SSO streamlines user access while maintaining security standards and simplifies onboarding for new team members.

Supported Identity Providers

• Microsoft Azure AD
• Google Workspace
• Okta
• OneLogin
• Custom SAML 2.0 providers

Requesting SSO Setup

To enable SSO for your organization:

1. Email your request to contact@pluginboard.com
2. Include your organization name and account ID
3. Specify your identity provider
4. Our team will respond with specific configuration instructions

Once configured, you can:

• Set SSO as optional or required for all team members
• Map identity provider roles to PluginBoard roles
• Enable just-in-time provisioning for new users