|
1 | 1 | --- |
2 | | -title:"Manage users" |
| 2 | +title:"Adding users to Codefresh accounts" |
3 | 3 | description:"" |
4 | 4 | group:administration |
5 | 5 | toc:true |
6 | 6 | --- |
7 | 7 |
|
8 | | -If you have a Codefresh account, you can add any number of users to collaborate on repositories, workflows, and pipelines. |
| 8 | +Once you have created a Codefresh account, you can add any number of users to collaborate on repositories, workflows, and pipelines. |
9 | 9 |
|
10 | | -Adding a user requires assigning a role, and optionally, an SSO provider: |
| 10 | +Adding a user requires assigning a role to define access to account resources, and optionally, selecting an SSO provider: |
11 | 11 |
|
12 | | -**Role**: Defines the user's access level, and is by default set to User. The Administrator role has full access to account settings. |
13 | | -For guidelines on access control, see[Access control]({{site.baseurl}}/docs/administration/access-control/). |
| 12 | +***Role**: Defines the user's access level to the resources in the account. |
| 13 | +***User**: The default. With this role, users can work with your repositories and pipelines, but cannot change settings |
| 14 | +on clusters, docker registries, git integrations, shared configurations etc. |
| 15 | +***Administrator**: User with this role have full access to your account and can change all your settings, so make sure that they are trusted colleagues. |
| 16 | + For guidelines on access control, see[Access control]({{site.baseurl}}/docs/administration/access-control/). |
| 17 | +***SSO**: By default, SSO is not enabled for users. If required, explicitly select the SSO provider. For an overview of SSO, see[Single Sign on]({{site.baseurl}}/docs/administration/single-sign-on/). |
14 | 18 |
|
15 | | -**SSO**: By default, SSO is not enabled for users. If required, explicitly select the SSO provider. For an overview of SSO, see[Single Sign on]({{site.baseurl}}/docs/administration/single-sign-on/). |
16 | 19 |
|
17 | | -###Add a user |
18 | | -1. In Codefresh, click**Account Settings**. |
19 | | -1. From the sidebar, select[Collaboration](https://g.codefresh.io/2.0/account-settings/users){:target="\_blank"}. |
20 | | - |
21 | | - {% include |
22 | | - image.html |
23 | | - lightbox="true" |
24 | | - file="/images/administration/users/users-list.png" |
25 | | - url="/images/administration/users/users-list.png" |
26 | | - alt="Users list" |
27 | | - caption="Users list" |
28 | | - max-width="40%" |
29 | | - %} |
| 20 | +##Add a user to an account |
| 21 | +1. In the Codefresh UI, on the toolbar, click the**Settings** icon and then select**Account Settings**. |
| 22 | +1. From the sidebar, from Access & Collaboration, select[**Users & Teams**](https://g.codefresh.io/account-admin/collaborators/users){:target="\_blank"}. |
| 23 | +1. Select**Users**, and then select**+[Add User]**. |
| 24 | +1. Type the**User's email address**, and click**Invite**. |
| 25 | +<!---add screenshot--> |
| 26 | + The user receives an email invitation, and in the Users list, the user name is set to Pending, and status to Resend. |
| 27 | +1. From the**Role** dropdown, select either**User** or**Administrator**. |
| 28 | +1. If SSO is configured for the account,**Select SSO provider**. |
30 | 29 |
|
31 | | -{:start="3"} |
32 | | -1. Select**Users**, and then select**+[Add User]**. |
33 | 30 |
|
34 | | - {% include |
35 | | - image.html |
36 | | - lightbox="true" |
37 | | - file="/images/administration/users/invite-user.png" |
38 | | - url="/images/administration/users/invite-user.png" |
39 | | - alt="Add new user" |
40 | | - caption="Add new user" |
41 | | - max-width="40%" |
42 | | - %} |
43 | 31 |
|
44 | | -1. Type the**User's email address**. |
45 | | -1.**Assign a role**, by selecting either**User** or**Administrator**. |
46 | | -1. If SSO is configured for the account,**Select SSO provider**. |
47 | 32 |
|
48 | 33 |
|
49 | | -The user receives an email invitation, and the Users page is updated with information on the user. |
50 | | -The Status column shows Invite sent until the user accepts the invitation, when the user account is created. |
| 34 | +##Manage users in an account |
51 | 35 |
|
52 | | ->For invitations pending accept, select**Resend invite**. |
53 | | - To edit account settings, select**Edit**. |
54 | | - To remove the user account, select**Delete**. |
| 36 | +Once you add a user to an account, you can do the following to manage that user: |
| 37 | +* For invitations pending accept, select**Resend**. |
| 38 | +* To edit the user's email address, select**Edit**. |
| 39 | +* To remove the user account, select**Delete**. |
55 | 40 |
|
56 | 41 |
|
57 | | -###Troubleshoot add users |
58 | | -[User is prompted to enter an organization name](https://support.codefresh.io/hc/en-us/articles/360020177959-User-is-prompted-to-enter-an-organization-name) |
59 | | -[Account invitation not permitting login](https://support.codefresh.io/hc/en-us/articles/360015251000-Account-invitation-not-permitting-login) |
| 42 | +##Troubleshoot add users |
| 43 | + |
| 44 | +*[User is prompted to enter an organization name](https://support.codefresh.io/hc/en-us/articles/360020177959-User-is-prompted-to-enter-an-organization-name) |
| 45 | +*[Account invitation not permitting login](https://support.codefresh.io/hc/en-us/articles/360015251000-Account-invitation-not-permitting-login) |
| 46 | + |
| 47 | +<!--this is already mentioned as inline refs; add other topics--> |
| 48 | +##What to read next |
| 49 | +[Access control]({{site.baseurl}}/docs/administration/access-control/) |
| 50 | +[Single Sign on]({{site.baseurl}}/docs/administration/single-sign-on/) |
| 51 | + |
60 | 52 |
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