From 075a061f5d35d93a5f37e085b12880b3bcbb17c2 Mon Sep 17 00:00:00 2001 From: Stephen Dobeck Date: Mon, 21 Sep 2026 09:19:06 -0400 Subject: [PATCH] [Fundamentals] Update manage members docs for new UI --- .../migrate-to-email-security.mdx | 2 +- .../fundamentals/manage-members/manage.mdx | 19 +++++++++--------- .../fundamentals/add-account-members.mdx | 20 ++++++++++++------- .../fundamentals/edit-member-permissions.mdx | 11 ++++++---- .../fundamentals/manage-member-settings.mdx | 20 +++++++++++++++++++ .../fundamentals/remove-account-members.mdx | 8 ++++---- .../fundamentals/resend-member-invitation.mdx | 11 ++++++---- .../fundamentals/view-account-members.mdx | 2 +- 8 files changed, 62 insertions(+), 31 deletions(-) create mode 100644 src/content/partials/fundamentals/manage-member-settings.mdx diff --git a/src/content/docs/email-security/migrate-to-email-security.mdx b/src/content/docs/email-security/migrate-to-email-security.mdx index 0f8848970f5..2d1ebd9cb55 100644 --- a/src/content/docs/email-security/migrate-to-email-security.mdx +++ b/src/content/docs/email-security/migrate-to-email-security.mdx @@ -41,7 +41,7 @@ To invite users in Zero Trust Email security: 1. Log in to [Cloudflare One](https://one.dash.cloudflare.com/). 2. Go to **Manage Account**. -3. Select **Members** > **Invite** > [Add account members](/fundamentals/manage-members/manage/#add-account-members). +3. Select **Members** > **Invite members** > [Add account members](/fundamentals/manage-members/manage/#add-account-members). Once you have added new account members, you will have to assign each member an [Email security role](/cloudflare-one/roles-permissions/#email-security-roles). diff --git a/src/content/docs/fundamentals/manage-members/manage.mdx b/src/content/docs/fundamentals/manage-members/manage.mdx index a8212af3396..66a622a669a 100644 --- a/src/content/docs/fundamentals/manage-members/manage.mdx +++ b/src/content/docs/fundamentals/manage-members/manage.mdx @@ -11,7 +11,7 @@ products: - fundamentals --- -import { Stream, Render } from "~/components"; +import { Render } from "~/components"; Granting access to others on your account is done with several sets of data principles: @@ -19,7 +19,7 @@ Granting access to others on your account is done with several sets of data prin 2. Account Members have policies. 3. Policies are constructed out of actors, roles, and scopes. -When assigning a new user, you can assign a policy to them directly. If multiple policies are needed, they can be added or revoked at a later time. +When inviting a new member, you can assign one or more permission policies to them directly. Policies can also be added or revoked at a later time. Learn how to add new account members, edit or revoke their access, and resend verification emails. @@ -29,13 +29,6 @@ Learn how to add new account members, edit or revoke their access, and resend ve ::: - - ## View account members @@ -54,6 +47,12 @@ Learn how to add new account members, edit or revoke their access, and resend ve +## Manage member settings + + + + + ## Resend an invitation @@ -65,7 +64,7 @@ Learn how to add new account members, edit or revoke their access, and resend ve :::note -If you have been invited to an account and want to remove yourself from the account, go to **Manage Account** > **Members**. Under your email address, select **Leave**. +If you have been invited to an account and want to remove yourself from the account, go to the **Members** page. On your own row, select **...** > **Leave account**. ::: ## Super Administrator access diff --git a/src/content/partials/fundamentals/add-account-members.mdx b/src/content/partials/fundamentals/add-account-members.mdx index 139c2d8e99c..651396516fa 100644 --- a/src/content/partials/fundamentals/add-account-members.mdx +++ b/src/content/partials/fundamentals/add-account-members.mdx @@ -12,17 +12,23 @@ To add a member to your account: -3. Select **Invite**. +3. Select **Invite members**. -4. Fill out the following information: +4. Under **Add email addresses**, enter one or more email addresses. Separate multiple addresses with commas. - - **Invite members**: Enter one or more email addresses (if multiple, separate addresses with commas). - - **Scope**: Use a variety of fields to adjust the [scope](/fundamentals/manage-members/roles/) of your roles. - - **Roles**: Choose one or more [roles](/fundamentals/manage-members/roles/) to assign your members. +5. Under **Add permission policies**, create the first permission policy for these members: -5. Select **Continue to summary**. + a. Choose the policy's [scope](/fundamentals/manage-members/scope/): either the entire account, or specific resources such as individual domains, Workers, or Access applications. -6. Review the information, then select **Invite**. + b. Select one or more [roles](/fundamentals/manage-members/roles/) to include in the policy. Search by role name, or expand a role category (for example, **App Security** or **Cloudflare One / Zero Trust**) and select individual roles. To select every role in a category, select the category's checkbox. + + c. Select **Create policy**. + +6. (Optional) Repeat the previous step to add more permission policies with different scopes or roles. + +7. Select **Invite members**. + +Each invitee receives an email invitation and appears on the **Members** page with a **Pending** status until they accept it. :::note diff --git a/src/content/partials/fundamentals/edit-member-permissions.mdx b/src/content/partials/fundamentals/edit-member-permissions.mdx index 6e0d5e4640c..228a74cde10 100644 --- a/src/content/partials/fundamentals/edit-member-permissions.mdx +++ b/src/content/partials/fundamentals/edit-member-permissions.mdx @@ -12,10 +12,13 @@ To edit member permissions using the dashboard: -3. Select a member record, then select **Edit**. -4. Update the scope and roles of their permissions. -5. Select **Continue to summary**. -6. Review the information, then select **Update**. +3. On the member's row, select **...** > **View & Edit permission policies**. + +4. On the **Permission policies** tab, make your changes: + + - To add a policy, select **Create a policy**, choose the [scope](/fundamentals/manage-members/scope/) and [roles](/fundamentals/manage-members/roles/), then select **Create policy**. + - To change an existing policy, select **...** > **Edit policy** on its row, adjust the scope and roles, then save your changes. + - To remove a policy, select **...** > **Delete policy** on its row. diff --git a/src/content/partials/fundamentals/manage-member-settings.mdx b/src/content/partials/fundamentals/manage-member-settings.mdx new file mode 100644 index 00000000000..68ae82b1d79 --- /dev/null +++ b/src/content/partials/fundamentals/manage-member-settings.mdx @@ -0,0 +1,20 @@ +--- +{} +--- + +import { DashButton } from "~/components"; + +Each member has settings that apply only to them, such as their API access. + +To manage a member's settings: + +1. In the Cloudflare dashboard, go to the **Members** page. + + + +2. On the member's row, select **...** > **Manage member settings**. +3. Under **API access for this member**, choose one of the following: + + - **Account default**: Follow the account-wide API access setting. + - **Allow access**: Always allow API access, even if the account-wide setting is off. + - **Block access**: Always block API access, even if the account-wide setting is on. diff --git a/src/content/partials/fundamentals/remove-account-members.mdx b/src/content/partials/fundamentals/remove-account-members.mdx index 4b412334830..feb049d75b2 100644 --- a/src/content/partials/fundamentals/remove-account-members.mdx +++ b/src/content/partials/fundamentals/remove-account-members.mdx @@ -6,15 +6,15 @@ import { DashButton, TabItem, Tabs } from "~/components"; -To revoke a member's access to your account: +To revoke a member's access to your account, or to cancel a pending invitation: 1. In the Cloudflare dashboard, go to the **Members** page. -2. Locate an account member and expand their record. -3. Click **Revoke**. -4. Click **Yes, revoke access**. +3. On the member's row, select **...** > **Remove member**. + +4. In the confirmation dialog, select **Remove member**. diff --git a/src/content/partials/fundamentals/resend-member-invitation.mdx b/src/content/partials/fundamentals/resend-member-invitation.mdx index ae33d772516..d47a3e57856 100644 --- a/src/content/partials/fundamentals/resend-member-invitation.mdx +++ b/src/content/partials/fundamentals/resend-member-invitation.mdx @@ -2,11 +2,14 @@ {} --- +import { DashButton } from "~/components"; + If you invited a member to your account but they cannot find the invitation or the invitation expires, you can resend the invitation through the Cloudflare dashboard: -1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com/login) and select your account[^1]. -2. Go to **Manage Account** > **Members**. -3. Select a member record where their **Status** is **Invite Pending**. -4. Select **Resend invite**. +1. In the Cloudflare dashboard, go to the **Members** page.[^1] + + + +2. On the row of the member whose **Status** is **Pending**, select **...** > **Resend invite**. [^1]: To manage account members, you must have a role of **Super Administrator** and have a [verified email address](/fundamentals/user-profiles/verify-email-address/). diff --git a/src/content/partials/fundamentals/view-account-members.mdx b/src/content/partials/fundamentals/view-account-members.mdx index 7b5e6893c51..712eb0846f0 100644 --- a/src/content/partials/fundamentals/view-account-members.mdx +++ b/src/content/partials/fundamentals/view-account-members.mdx @@ -8,7 +8,7 @@ import { DashButton, TabItem, Tabs } from "~/components"; To view members using the dashboard: -In the [Cloudflare dashboard, go to the **Members** page. +In the Cloudflare dashboard, go to the **Members** page.