Manage Users
Depending on your role, you can manage users for your organization or specific pentests. Learn more about user roles and permissions.
Manage Users for Your Organization
As an Organization Owner, you can manage users for your organization on the People page > Organization:
- Invite and remove users
- Change their roles
Invite Users
To invite users to your organization:
- In the Cobalt app, select your organization.
- Navigate to the People page, and select Invite Users.
- In the overlay that appears, specify the email addresses of users that you want to invite. Enter the emails, and press Enter to confirm.
- Use commas to separate multiple email addresses.
- For each user, select a role: Member or Owner.
- Select Invite to confirm.
Users receive an email invitation to join your organization. They also become collaborators on all pentests of the organization as Pentest Team Members.
Change a User’s Role
To change a user’s role from Owner to Member or conversely, on the People page, use the list under Role.
Remove Users
To remove a user from your organization:
- On the People page, locate the user you want to remove.
- Select the three-dot icon on the right, and select Remove User.
- In the overlay that appears, select whether you want to remove a user:
- Only from the organization. The user can still collaborate on pentests as a Pentest Team Member.
- From the organization and all pentests.
Add and Remove Pentest Team Members
To add or remove users from a specific pentest, you should have one of the following roles:
Add a Pentest Team Member
To add a Pentest Team Member to a specific pentest:
- In the Cobalt app, select Pentests, and locate the desired pentest.
- On the pentest page, select Settings > Collaborators.
- Enter the user’s email address, and select Add Team Member.
The user gets an invitation to collaborate on the pentest.
Remove a Pentest Team Member
To remove a Pentest Team Member from a pentest:
- Navigate to the desired pentest in one of the following ways:
- Select Pentests, and locate the pentest.
- On the People page, locate the desired user, select # Pentests, and select the pentest from which you want to remove the user.
- On the pentest page, select Settings > Collaborators.
- Locate the user you want to remove, select Remove User
, and select Yes in the overlay to confirm.
Remove a User from All Pentests
As an Organization Owner, you can remove a Pentest Team Member—who doesn’t belong to the organization—from all pentests they collaborate on.
- In the Cobalt app, select your organization in the upper-left corner of the screen.
- Navigate to the People page > Pentest Collaborators.
- For the Team Member you want to remove, select the three-dot icon > Remove User, and select Yes in the overlay to confirm.
To view the pentests a Pentest Team Member collaborates on, select the link under Pentests. From here, you can navigate to the pentest page.