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Documentation Index

Fetch the complete documentation index at: https://trickest.com/llms.txt

Use this file to discover all available pages before exploring further.

Role-based access control (RBAC) is available exclusively for Enterprise users. To learn more, contact us.
For an explanation of what each role allows, see Roles & Permissions.

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Assigning Roles to Users

Go to Settings > Workspace > Users and click on a user to open their details drawer.
  • Vault Role: select the user’s global role from the dropdown.
  • Workspace Access: manage which workspaces the user can access and with what role. Click Add access to select a workspace and assign a workspace role to it. You can add access for multiple workspaces. To change a role on an existing workspace, update it inline. To remove access to a workspace, delete the entry.

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Managing Teams

Go to Settings > Workspace > Teams to create and manage teams.

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Creating a Team

Click Create team in the top-right of the Teams page to open the Create team dialog. Team creation is a four-step wizard with a stepper at the top of the dialog.
1

Name

Enter a Team name and an optional Description. Click Continue.
2

Members

Search for and select users to add to the team. The list shows how many users are available and how many are currently selected. You can add more members later. Click Continue.
3

Workspaces

Set the team’s default workspace access. For each workspace you want the team to have, pick the workspace and a workspace role. You can add multiple assignments, or skip this step and grant access later. Click Continue.
4

Review

The review step summarizes the Team Name, Description, Members count, and Workspace Access assignments. Click Create to create the team. Use Back at any earlier step to revise.

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Editing and Deleting a Team

Click a team in the list to open its details panel. In the panel header, open the ... menu to:
  • Edit team to rename the team or update its description.
  • Delete team to delete it entirely. Deletion requires confirmation. It does not deactivate the team’s members or remove their directly assigned roles.

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Managing Members

The team’s details panel has a Members section. Click Add users in that section to add members; a user can be a member of multiple teams simultaneously. To remove a member, hover the entry in the list and use the remove action that appears.

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Assigning Workspace Access to Teams

In the team’s details panel, the Workspace Access section lists the workspaces the team can access and the role granted on each. Click Add workspace to grant access to another workspace and pick the workspace role. You can update an existing role inline or remove access entirely from the same row. All team members inherit the resulting permissions in addition to any directly assigned roles.