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Manage Cloud Manager Users

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.

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.

A user can be a member of multiple projects and multiple organizations.

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

To view users for a project, click on the organization’s Settings, then 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.

View Organization Invitations

When you invite a user to join an organization or a project, Cloud Manager then sends an email to the prospective new user. To view pending users for an organization, click on the organization’s Settings, then Users. The page lists any users with pending invitations. 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 Project Users

View Project Users

To view users for a project, click on the project’s Settings, then Users. The page lists users who are members of your Cloud Manager project, their roles, their time zones, and other information. The page also lists any invitations to join the project waiting for a reply, as well as 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 to a Project

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

Note

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

1

Select the project from the Context.

2

Click Users.

3

Click the Add User button.

3

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.

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.

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 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 Settings, then Users. The page lists any users with pending invitations. To cancel an invitation, click Cancel Invite.

Remove Project Users

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

1

Select the project 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.

Edit Project User’s Role

To modify the role of a project user, 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.
  2. Click the user’s gear icon and select Edit User.
  3. Click the appropriate checkboxes to assign roles.
  4. Click Save.