The Team Management module is available exclusively to Organization Owners and Admins. It provides a centralized workspace to manage accounts, users, groups, and roles. By consolidating these functions, Uniskai ensures consistent access control, enhanced security, and simplified collaboration across the organization.
Team Management is structured into five key tabs:
Access Management – Review permissions across accounts and users.
Accounts Management – Organize accounts into sets for simplified role assignments.
Users Management – Invite, review, and manage users in the organization.
Groups Management – Create and maintain user groups for easier administration.
Roles Management – Define and apply roles to enforce consistent permissions.
Each tab serves a specific purpose, but together they provide complete visibility and control over organizational access.
Access Management
The Access Management page provides a complete view of who has access to which accounts and how those permissions are assigned. Owners and Admins can review whether access is granted directly, inherited through a group, or assigned by role.
Access Management focuses on four main functions:
Viewing accounts and their assigned users.
Reviewing users and the accounts they can access.
Viewing permissions at both account and user levels.
Navigating directly to the Account Manager for detailed configurations.
In Accounts view, all organizational accounts are displayed alongside the number of users associated with each one. Selecting an account shows user permissions and their access paths. Some roles may be attached directly to a user, while others are inherited via account groups. Sorting and filtering make it easy to locate information, and the Move to Account option redirects to the Account Manager for deeper adjustments.
In Users view, the focus shifts to individuals. This perspective shows all users in the organization, the accounts they can access, and the roles or groups through which permissions are applied. This makes auditing access straightforward and ensures that Admins have full visibility of user activities across accounts.
Accounts Management
The Accounts Management page allows Owners and Admins to structure accounts into sets, making it easier to assign roles and maintain consistent access policies. Grouping accounts simplifies role assignments, ensuring that related accounts are managed uniformly.
Accounts Management revolves around three capabilities:
Creating account sets for unified access control.
Adding or connecting new accounts to the organization.
Browsing accounts and account sets.
In the Account Sets view, sets are displayed on the left panel with their associated accounts listed on the right. A new set can be created by selecting Add New Set, naming it, and choosing the accounts to include.
Switching to the Accounts view lists individual accounts and highlights the sets each account belongs to.
Both views allow sorting (alphabetically by name or by number of corresponding accounts or account sets) and filtering, which keeps navigation manageable even in large-scale environments.
This flexibility provides Admins with a scalable way to manage organizational accounts while ensuring clear structure and security.
Users Management
The Users Management page enables Admins and Owners to oversee all users within the organization.
From here, they can invite new members, review existing users, assign groups and roles, and remove access to accounts when necessary.
Users Management includes four essential functions:
Inviting new users with predefined groups and roles.
Viewing all existing users and their current permissions.
Managing roles and groups linked to individual users.
When a new user is invited, Admins must specify their email, and can assign roles, and place them in relevant groups before sending the invitation. This ensures that users are provisioned with the right access level.
The main interface provides an overview of all users in the organization. For each user, Admins can see the roles and groups they belong to, making it easy to identify their level of access. Sorting options allow users to be ordered by full name, assigned roles, or group membership.
From this same page, Admins can also remove users when access is no longer required, ensuring that the organization remains secure and compliant.
Groups Management
The Groups Management page provides a way to organize users into logical groups, simplifying permission assignments and collaboration.
Groups are especially useful for applying roles to multiple users at once, reducing the need for repetitive individual configurations.
Groups Management focuses on three key functions:
Creating and editing groups to organize users.
Assigning roles to groups for unified access.
Reviewing existing groups and their membership.
In the main view, all groups are listed with the number of users and roles assigned to each one. Selecting a group displays its associated roles and members, giving Admins clear visibility into group-level permissions.
New groups can be created by selecting Create Group and providing a name. Once created, users and roles can be added to the group as needed. Sorting, filtering, and searching functions are also available to quickly locate groups in large organizations.
While custom groups can be created and modified freely, system groups (such as Administrators or Members) are predefined and cannot be deleted or edited. This ensures that the organization always maintains its basic structure for essential access control.
Groups provide a flexible and scalable way to manage users collectively, reducing administrative overhead and supporting consistent security policies.
Roles Management
The Roles Management page allows Admins and Owners to define reusable roles that can be applied to both users and groups.
Roles serve as permission templates, ensuring consistent and predictable access control across the organization.
Roles Management includes four core functions:
Creating new custom roles with specific parameters.
Assigning roles to users and groups.
Viewing existing roles and their associated entities.
In the main interface, all available roles are listed with details about the number of users and groups assigned to them. Selecting a role displays its associated users and groups, making it clear where each role is applied.
Admins can create new roles by selecting Add Role and defining a name, parameters, and associations with users or groups. This step-by-step configuration process ensures that each role is tailored to the organization’s requirements.
While system roles such as Administrator or Viewer provide default permission sets, they cannot be edited or deleted. Custom roles, however, can be modified as needed, giving organizations the flexibility to adapt to changing requirements.
Sorting and filtering options allow roles to be organized by name, assigned users, or associated groups, making it easy to manage roles even in complex environments.
Roles Management provides the foundation for role-based access control (RBAC), ensuring that permissions are consistent, scalable, and easy to maintain.