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How to Grant Cloudflare Member Access to Pinion Designs

When you need technical support for your Cloudflare configuration, DNS management, security settings, or performance optimization, you may need to provide member access to our team through your Cloudflare account. This guide will walk you through granting secure member access.

Quick Setup Instructions:

Follow these steps to grant member access to Pinion Designs:

Step 1: Access Your Cloudflare Dashboard

  1. Navigate to cloudflare.com
  2. Click Log in in the top right corner
  3. Log in with your Cloudflare credentials

Step 3: Navigate to Members Section

  1. In the left sidebar, look for Members under Manage Account
  2. Click on Members

Step 4: Invite New Member

  1. Click Invite or Add Member
  2. Enter the member information:
    • Email Address: [email protected]
    • Role: Start with Administrator (see role explanations below)

Step 5: Set the Scope of their access.

Choose the scope of uor access, or what domains we can manage:

  1. Set operator to “include”
  2. Set type to either “all domains” or “a specific domain” depending on Preferences
  3. If you select “a specific domain”, then choose the domain we need access to.

Step 6: set “Domain Scoped Roles”

Choose the appropriate Role depending on service required:

For DNS Management:

  • Domain DNS or Domain Administrator
  • Full DNS record management
  • Can modify A, CNAME, MX, TXT records
  • Can manage subdomains and redirects

For Performance Optimization:

  • Domain Administrator
  • Access to caching and performance settings
  • Can configure Page Rules and Speed settings
  • Can manage CDN and optimization features

For Security Configuration:

  • Domain Administrator
  • Manage security settings
  • Can configure SSL/TLS settings
  • Can manage firewall rules and security features

Step 7: Send the Invitation

  1. Review the selected role and permissions
  2. Click Invite or Send Invitation
  3. Cloudflare will display a confirmation that the invitation has been sent.

Step 8: Confirm Access

After sending the invitation:

  1. Notify us that the invitation has been sent
  2. We’ll accept the invitation and confirm access
  3. You’ll receive a notification when we accept

Managing Member Access

Viewing Current Members

  1. Go to your domain dashboard
  2. Click Members under Manage Account in the sidebar
  3. View all current members and their roles
  4. See when access was granted and last activity

Modifying Permissions

  1. Find the member in your list
  2. Click the role dropdown next to their name
  3. Select a new role
  4. Changes take effect immediately

Removing Access

When support is complete:

  1. Go to Members in your domain dashboard
  2. Find the Pinion Analytics member
  3. Click Remove or the trash icon
  4. Confirm the removal

Security Best Practices

Domain-Specific Access

Member access is granted per domain. If you have multiple domains in your Cloudflare account, access is only granted to the specific domain you invited them to.

Email Notifications

Cloudflare will send you email notifications when:

  • Member access is granted
  • A member makes changes to your domain
  • Access is revoked

Temporary Access

Member access should be temporary. Remove access once the support work is completed.

Monitor Activity

Check your Audit Log (under Overview) to see what actions members have performed.

What We Can Help You With

DNS Management

  • DNS record configuration (A, CNAME, MX, TXT)
  • Subdomain setup and management
  • Domain forwarding and redirects
  • DNS troubleshooting

Performance Optimization

  • CDN configuration and caching rules
  • Page Rules for performance
  • Image and file optimization
  • Speed and loading improvements

Security Configuration

  • SSL/TLS certificate setup
  • Firewall rules and security settings
  • DDoS protection configuration
  • Bot management and rate limiting

Analytics and Monitoring

  • Performance analytics review
  • Security threat analysis
  • Traffic pattern analysis
  • Uptime monitoring setup

Troubleshooting

Can’t Find Members Section

  • Solution: Members may be under “Access Management” or in domain-specific settings
  • Alternative: Look for “Manage” or “Settings” tabs within your domain dashboard

Invitation Not Received

  • Check that [email protected] is spelled correctly
  • Ask us to check spam/junk folders
  • Resend the invitation if needed

Limited Permission Options

  • Free Cloudflare accounts have basic member management
  • Paid plans offer more granular permission controls
  • Contact Cloudflare support if you need additional role options

Alternative: Screen Sharing Session

If member access isn’t available or working:

Screen Sharing Option

  1. Schedule a screen sharing session
  2. Maintain control while we guide you through changes
  3. No credential sharing required
  4. Real-time collaboration and explanation

Cloudflare Account Types

Free Plan

  • Basic member management
  • Administrator and read-only roles
  • Suitable for most support needs

Pro/Business Plans

  • Advanced member management
  • Custom roles and permissions
  • Enhanced security features

Enterprise Plans

  • Granular permission controls
  • Advanced audit logging
  • SSO integration options

Need Help?

If you encounter any issues granting member access:

Summary Checklist

  • Log into your Cloudflare account
  • Select the specific domain needing support
  • Navigate to Members section
  • Add member: [email protected]
  • Assign Administrator role (or appropriate level)
  • Send invitation
  • Notify Pinion Designs that invitation was sent
  • Wait for confirmation that access is working
  • Remove access when support is complete

This process ensures secure, temporary access for support while maintaining control over your Cloudflare account and domain settings.

Important Notes

🚨 Domain-Specific Access

Member access is granted per domain, not for your entire Cloudflare account. This provides better security isolation.

📱 Two-Factor Authentication

If you have 2FA enabled on your account, member access works independently while keeping your main account secure.

💡 API Access

For advanced integrations, we may request API token access instead of member access. This provides more granular control over permissions.

🔄 Audit Trail

All changes made by members are logged in your Cloudflare audit log for transparency and security.