Member Management

About Member Management

Members are managed in two distinct scopes:

• Organization-wide
• Within a specific project

Permissions

• Organization Owners can manage organization members.
• Organization Owners and Project Owners can manage project members.

Learn more about roles and permissions in Roles and Permissions.

Key concepts and actions associated with Member Management include:

• Managing Organization Members
• Managing Project Members

Managing Organization Members

Members are first added to an organization through their Identity Provider (IdP) like Keycloak or Auth0.

To manage organization members:

1. Navigate to the application header
2. Click the profile dropdown → Select Manage Org Members
3. You will be taken to Organization Members

Adding a member

To add a member to your organization:

1. Select Add Member
2. Select a user that is an existing member or an external user
3. Assign Project Roles and Project Assignments
4. Select Add to Organization

Updating organization member roles

To update an organization member’s roles:

1. Select member → Member Details
2. Select Manage Roles
3. Assign Project Roles and Project Assignments
4. Select Update Roles

Removing an organization member

To remove an organization member:

1. Select member → Member Details
2. Select Remove Member
3. Type the organization member name to confirm
4. Select Remove

Managing Project Members

After being added to an organization, members can be added, removed, or have their roles changed within a project.

To manage project members:

1. Select project in Projects → Project Overview
2. Select Project Settings

Adding a member to a project

To add an organization member to a project:

1. Select Add Member
2. Select a member of your organization
3. Assign Project Roles and Project Assignments
4. Select Add to Project

Updating project member roles

To manage a project member’s role:

1. Identify member and select vertical ellipses menu
2. Select Edit Roles
3. Select Manage Roles
4. Reassign Project Roles and Project Assignments
5. Select Update Roles

Removing a member from a project

To remove a project member:

1. Identify member and select vertical ellipses menu
2. Select Remove Member
3. Type the project member name to confirm
4. Select Remove