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feat: Updated docs
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mrhid6
2026-09-15 10:46:09 +00:00
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docs/hq/people-and-roles.md
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@@ -35,10 +35,11 @@ Their invitation link stays valid until they use it to set that password.
### Removing someone
Removing them from the account removes their portal access. See below for what
happens to their instance access.
Removing them from the account removes their portal access.
## Instance access
It also removes their instance access immediately, and ends any session they have open.
## Cloud instance access
Granting access to a **cloud** instance creates a real account inside that
instance, marked as managed by Vantage HQ.
@@ -53,39 +54,12 @@ They then sign in at the instance itself, and that keeps working whether or not
Vantage HQ is reachable. Revoking removes the account outright, so access ends
immediately.
### Granting
### Granting access and roles
On an instance record, **Members → Add**, choose an account member and an
On an instance record, **Members → Add**, choose the HQ account member and an
instance role (`owner`, `admin`, `member`).
One person gets one account per instance, so granting twice is refused rather
than quietly creating a second.
### Roles inside an instance
Independent of the account role. Someone can be an account `member` and an
instance `owner`, or the reverse.
### Revoking
Removes their access immediately, and ends any session they have open.
:::warning Self-hosted instances cannot be granted from HQ
Vantage HQ cannot add or remove people in a self-hosted install. Manage them in
the install itself, at **Settings → Access**.
:::
## Passwords
One Vantage HQ password covers you and every cloud instance you have been given
access to. Change it in the portal and it changes everywhere, within about 15
minutes at worst if an instance is briefly unreachable.
Those people cannot change that password inside an instance, so there is only
ever one place it is set.
:::warning HQ-managed users are read-only in the instance
Changing the role of, or removing, someone managed by Vantage HQ has to be done
from the portal. Inside the instance those rows are read-only, with a link back
here.
:::
These roles are independant of HQ account roles.