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Team Members

Each Project has a Team of users who have access to it. This list of users can be found and managed from the project's Dashboard.

Add Team Members

Permissions

Your project role must have the Role::Team Members::Create permission enabled in order to perform this operation.

When adding a Team Member, you can only assign them a Role with equal or lesser permissions than your own.

Adding new members to a project is done from the Dashboard where they are viewed:

  1. Navigate to your project's Dashboard:
  • In the sidebar navigation, select your project
  • Click on Dashboard
  • From the Deploy homepage, click on the Dashboard button for your project
  1. In the Team card , click on the Add button

  2. Select the Role you want to assign to the new member

    Any Roles with permissions greater than your own will show up as unassignable

  3. Determine if the member you need to add already has an account in Deploy

If the new member already has an account, you can use the search bar in the Existing User section to search for them by Username, First Name, Last Name, or Email Address

  1. Search for the user using the search bar
  2. Click on the correct user from the dropdown list which appears with search results
  3. Click on the Add User button to add them

If the new member does not yet have an account in Deploy, you can generate an Enrollment Link which they can use to quickly create an account and gain access to the project.

Enrollment Links are one-time-use, secure, URL hyperlinks which can be used (within 24 hours) to enroll one user account

  1. Click on the New Token button to generate an Enrollment Link
  2. Once generated, the details of the Enrollment Link will appear along with instructions on how to use it
  3. Copy the hyperlink URL which appeared and securely send it to the user
  4. Follow up with the user to make sure they were able to enroll and gain access to the project

Modifying Team Members

Existing Team Members can be updated with a different Role, or can be removed from the Project.

Permissions

Your project role must have the Role::Team Members::Update or the Role::Team Members::Delete permission enabled in order to perform these operations.

You can only update or delete Team Members who have Roles with equal or lesser permissions than your own

  1. Navigate to your project's Dashboard:
  • In the sidebar navigation, select your project
  • Click on Dashboard
  • From the Deploy homepage, click on the Dashboard button for your project
  1. In the Team card , find the member you want to modify
  2. Click the pencil button for the member to drop down the options

Permissions

This action requires the Role::Team Members::Update permission.

  1. Click on the Change Role option from the drop down to open the "Update Team Member" modal window

  2. In the modal window, select the new role you want to assign to the user

    Any Roles with permissions greater than your own will show up as unassignable

  3. Click on the Update User button to save the change

Permissions

This action requires the Role::Team Members::Delete permission.

  1. Click on the Remove Member option from the drop down to open the "Remove Team Member" modal window
  2. In the modal window, check to make sure you are removing the correct user
  3. Click on the Remove button to complete the removal