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Cloud Manager Users and Teams

Overview

To access a Cloud Manager organization or the project within that organization, a Cloud Manager user must be a member of that organization. Depending on the user’s role in the organization, the Cloud Manager user may be required to be a member of the project as well to access a project.

a Cloud Manager user can be a member of multiple projects and multiple organizations. If a Cloud Manager user is a member of a project, the user’s access to the project is determined by the user’s project role.

Within an organization, you can group users into teams. Users can belong to multiple teams. Teams can be assigned to multiple projects, and team members’ access to the project is determined by the team’s project role.

Note

Cloud Manager users are separate from MongoDB users.

Manage Organization Users

Add Users to an Organization

To add users to an organization, you must have the Organization Owner role for the organization.

1

Select the organization from the Context.

2

Click Users and then the Add User button.

3

Add new users to the organization.

  1. Enter the new user’s email address in the text box. You must hit Enter after typing in the email.

    You can optionally enter a JIRA username instead of an email address.

  2. Select the user’s organization role.

  3. Repeat for any additional users.

4

Click Add Users to Organization.

If the console finds a connected Jira account, Cloud Manager will automatically add the user to your Jira group and the Cloud Manager console.

Users can also create accounts using the account registration page, or through Jira at jira.mongodb.org.

Note

If you create an account in Jira or make any changes to that account from within Jira, it can take up to 30 minutes for that change to propagate to Cloud Manager. During this window you cannot add a user to a project in Cloud Manager. Also, passwords changed in Jira are subject to the same propagation delay for Cloud Manager accounts.

View Organization Users and Pending Invitations

To view users for a project, go to the organization and click on Users.

The page lists users who are members of your Cloud Manager organization.

The page also lists pending users who have not yet replied to the invitation to join the organization or project within the organization. When you invite a user to join an organization or a project, Cloud Manager then sends an email to the prospective new user. To cancel an invitation, click on the trash can icon.

Edit Organization User’s Role

To modify the role of an organization user, you must have the Organization Owner role for the organization.

To edit roles through Cloud Manager, for the organization:

  1. Click on Users.
  2. For the organization user to modify, click Edit Role.
  3. Select the new role for the user and click on the checkmark to save.

Remove Organization Users

To remove users from an organization, you must have the Organization Owner role for the organization.

Note

You cannot remove the last Organization Owner from an organization.

1

Select the organization from the Context.

2

Click Users.

3

Click the trash can icon to the right of the user.

4

Click the user’s gear icon and select Delete User.

Manage Organization Teams

For an organization, you can group its users into teams to faciliate adding multiple users to projects. You assign project access at the team level. All users in the team share the same project access.

Organization users can belong to multiple teams.

Create a Team

Important

To create a team for an organization, you must have Organization Owner access.

1

Go to the organization’s Teams view.

  1. In the Context, select the organization for which you wish to create a team.
  2. Click Teams.
2

Create a new team.

  1. Click New Team.
  2. Enter the name of your new team. The name must be unique within an organization.
  3. Add existing organization users to the team.
  4. Click Create Team.

Manage Team Members

Important

To add users to a team or to delete users from a team, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. Click Teams.
2

Add or remove users from a team.

Click on the name of the team you wish to modify.

  • To add a member to a team, click Add Members. Specify the user and click Add Members.

  • To delete a member from a team, click the trash can icon for the member. Removing a user from the team removes the user’s project assignments granted by the team membership.

    If a user is assigned to a project through both a team and individual assignment, removing the user from a team does not remove the user’s assignment to that project.

Rename a Team

Important

To rename a team for an organization, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. Click Teams.
2

Rename the team.

For the team you wish to rename:

  1. Click the ellipsis (...) button under the Actions column.

  2. Click Rename Team.

  3. Enter a new name for the team, and click Rename Team.

    The team name must be unique within the organization.

Delete a Team

Important

To delete a team for an organization, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. Click Teams.
2

Delete the team.

For the team you wish to delete:

  1. Click the ellipsis (...) button under the Actions column.

  2. Click Delete Team.

  3. Confirm that you wish to proceed with team deletion.

    For users belonging the team, deleting a team removes the users’ project assignments granted by that team membership.

Manage Project Users and Teams

View Users/Teams for a Project

To view users/teams for a project, go to the project and click Users & Teams. The page lists the project’s users and teams, their project roles, and other information. The page also lists any outstanding invitations to users to join the project and any requests from users who want to join the project. A user can request to join a project when first registering for Cloud Manager.

Add Users/Teams to a Project

To add users or teams to a project, you must have project Owner access or project User Admin access.

Users can also create accounts using the account registration page, or through Jira at jira.mongodb.org.

Note

If you create an account in Jira or make any changes to that account from within Jira, it can take up to 30 minutes for that change to propagate to Cloud Manager. During this window you cannot add a user to a project in Cloud Manager. Also, passwords changed in Jira are subject to the same propagation delay for Cloud Manager accounts.

1

Select the project from the Context.

2

Click Users & Teams.

3

Click the Add User button.

3

Specify User or Team.

To add an individual user, enter the new user’s email address and select the user’s project role.

You can optionally enter a JIRA username instead of an email address.

If the console finds a connected Jira account, Cloud Manager will automatically add the user to your Jira group and the Cloud Manager console.

To add an organization team, enter the team’s name and select the team’s project roles. All users who are members of the team share the roles for this project.

4

Click Add/Invite.

5

If prompted, enter the requested verification method (e.g. password or two-factor verification code).

There might be a delay of a few seconds before you receive the prompt. Cloud Manager will prompt you for verification if you have not verified recently.

6

If prompted, click the Send Email Invitation button.

Note

If the added user does not belong to the project’s organization, the user will be added to the organization.

View User’s Project Invitations

When you invite a user to join a project, Cloud Manager then sends an email to the prospective new user. To view invitations sent but not yet accepted, click on Users & Teams. The page lists any users with pending invitations. To cancel an invitation, click Cancel Invite.

Remove Users/Teams from a Project

To remove users or teams from a project, you must have project Owner access or project User Admin access.

1

Select the project from the Context.

2

Click Users & Teams.

3

Click the trash can icon to the right of the user or team to remove.

4

Confirm by selecting Remove User or Remove Team.

Edit Project Role for a User/Team

To modify the project role for a user or a team, you must have either project Owner access or project User Admin access.

To edit roles through Cloud Manager, for the project:

  1. Click on Users & Teams.
  2. For the user or the team, click Edit Role.
  3. Click the appropriate checkboxes to assign roles.
  4. Click Save.