- By team —
backend-team,data-engineering,platform - By department —
engineering,finance,operations - By application —
checkout-service,payments,user-auth - By environment — if different people manage dev vs prod
Creating a Folder
Once created, you can start adding accounts to it. But first, you’ll probably want to set up who can manage this folder.
Managing Access
Access to a folder is controlled through memberships. You assign users or groups a role, and that role determines what they can do.Adding Members
Roles
| Role | What they can do |
|---|---|
| Admin | Full control — accounts, folders, sessions, memberships |
| Connector | Launch sessions and connect to accounts |
| Auditor | View audit logs and session recordings |
Time-Bound Access
For contractors or temporary team members, set an expiration when adding the membership. The access is automatically revoked when it expires — no manual cleanup needed.Groups vs Individual Users
You can grant access to individual users or to groups:- Individual users — straightforward, easy to audit
- Groups — access follows group membership; when someone joins or leaves the group, their folder access updates automatically
Next Steps
Now that you have a folder, you’ll want to add accounts to it. But before that, you might want to set up templates to define what rules apply to those accounts.Templates
Define session rules before adding accounts.
Accounts
Add databases and servers to your folder.