User Management

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Users

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Create a user

• If your organization uses SSO, please refer to these instructions on setting up an Identity Provider for adding a user.
• If your organization uses a cloud service like GitHub, GitLab, etc as their login method, simply log in with the respective service in order to create an account.

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Remove a user

1. Navigate to the detailed view of a user via clicking on the user’s card.
2. Click on the Remove user button in the top description box area for the user.
3. Verify if the user you have selected for deletion is the correct one. If yes, click on Yes, delete this user.

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Remove a user from a group

1. Navigate to the detailed view of a user via clicking on the user’s card.
2. Click on the Remove user from group button present against the group that you want to remove the user from.
3. Verify the action within the confirm dialog and if correct, click on Yes, remove this user to perform the action.

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Remove a user from a team

1. Navigate to the detailed view of a user via clicking on the user’s card. Navigate to the team view by clicking on the Teams tab.
2. Click on the Remove user from team button present against the group that you want to remove the user from.
3. Verify the action within the confirm dialog and if correct, click on Yes, remove this user to perform the action.

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Groups

• Groups are useful when you want to assign similar access levels to multiple users. Multiple groups can be created for different user cohorts and a user can be part of more than one group.
• An admin can assign teams to a group. Teams can be added to a group with a specific role, like admin, member, or contributor — this will help decide the level of access the users of this group have to the particular team.
• All the users that are part of the respective group, will directly get access to the selected teams as per the configuration.

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Create a group

1. To create a group, go to the Groups page under the User management section.
2. Click on the + Create new group button on the top right of the screen to open the group creation dialog.
3. Enter a unique name for a group within the input labeled Group name.
4. After entering a name, click the + Create group button in order to create a group.

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Delete a group

1. To delete a group, click on the button with the red-colored dustbin/trashcan icon on the group list page or click on the Delete group button in the group detail view.
2. Verify the action within the confirm dialog and if correct, click on Yes, delete this group to perform the action.

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Edit a group’s name

1. To edit a group’s name, click on the Edit button in the group’s detailed view.
2. Change the name within the input as required.
3. Click on the Confirm button to update the group name.

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Add a user to a group

1. Get the invite link to the group by either visiting the Invitations page or by clicking on the Invite user button on a group’s detail page.
2. Share this link with the user, who will be able to join the group via the link by accepting the invitation.

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Add a team to a group

1. Navigate to a group’s detailed view via clicking on the group’s card against the respective group.
2. Click on the Add a team button in the team’s header to open the Add a team dialog.
3. Click the Add to group button against the respective team, to add the team to the group. The team will be added with the default Contributor access level. This can be updated from the dialog or from the Teams tab in the group detail view as required.

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Update role of a team in a group

1. Navigate to a group’s detailed view via clicking on the group’s card. Navigate to the team view by clicking on the Teams tab.
2. Click on the role for a team within the team’s card.
3. Update the role by selecting an option from the available choices.

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Remove a user from a group

1. Navigate to the detailed view of a user via clicking on the group’s card.
2. Click on the Remove user from group button present against the group that you want to remove the user from.
3. Verify the action within the confirm dialog and if correct, click on Yes, remove this user to perform the action.

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Remove a team from a group

1. Navigate to the detailed view of a group via clicking on the group’s card. Navigate to the team view by clicking on the Teams tab.
2. Click on the button with the red-colored x icon present against the team that you want to remove from the group.
3. Verify the action within the confirm dialog and if correct, click on Yes, remove this team to perform the action.

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Invitations

1. Select the group you want an invite for from the dropdown.
2. You can then copy and share the invitation link.
3. If required, the invitation URL for a group can be reset.