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Manage Access to a Project

Required Permissions

To perform any of the following actions, you must have either the Project Owner or Project User Admin role.

Add Users/Teams to a Project

Important

Adding a user to a project also adds that user to the organization.

Atlas limits the number of teams to a maximum of:

  • 100 teams per project and
  • 250 teams per organization.

Atlas also limits Atlas user membership to a maximum of:

  • 500 per project and
  • 500 per organization, which includes the combined membership of all projects in the organization.

Atlas raises an error if an operation would exceed any of the stated limits.

Example

You have an organization with five projects. Each project has 100 Atlas users. Each Atlas user belongs to only one project. You cannot add any Atlas users to this organization or any project in that organization without first removing existing Atlas users from the organization or project membership.

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Specify User or Team.

  • To add an Atlas user:

    1. Select Grant Access from the Manage button menu.

    2. From the Grant Access page, enter the new user’s email address or Jira” username in the combo box.

      If the console finds a connected Jira” account, Atlas invites the user to the Atlas project. If the user accepts the invite, that user is added to the corresponding Jira” group.

      After typing in the email address or Jira” username, you must either press Enter or click on the email address or Jira” username beneath the New User header under the combo box.

    3. Repeat for any additional users.

    4. Click the Grant Access button.

  • To add a team:

    1. Select Create Team from the Manage button menu.

    2. Enter the team’s name in the Name Your Team box.

    3. Enter the new team member’s email address or Jira” username in the Add Members combo box.

      If the console finds a connected Jira” account, Atlas invites the user to the Atlas project. If the user accepts the invite, that user is added to the corresponding Jira” group.

      After typing in the email address or Jira” username, either press Enter or click on the email address or Jira” username beneath the New User header under the combo box.

    4. Repeat for any additional team members.

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Choose the new roles for the User or Team.

By default, each user and team is given the Organization Member role. To change or add additional roles for each user or team, click on the role dropdown menu, then select the checkboxes for each role you want the user or team to have in the organization.

All team members share the roles assigned to the team on this project.

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Invite the Users or Create the Teams.

  • For a new user, click Add Users to Organization.

    Atlas sends an e-mail to the selected users inviting them to join the project. Invited users do not have access to the project until they accept the invitation. Invitations expire after 30 days.

  • For a new team, click Create Team.

View Who Can Access a Project

To view which users, teams, or API Keys can access a project:

  1. From the Context menu, select the project that you want to view.
  2. Click Access Management in the left navigation.
  3. Click the tab for Users, Teams, or API Keys to see the appropriate access.

Each tab lists the project’s users, teams, or API Keys along with their project roles and actions you can take on that user, team, or API Key.

View User Invitations

The Users tab also lists any outstanding invitations to users to join the project and any requests from users who want to join the project. A user can request to join a project when they first register for Atlas.

Individual users are ordered by status. They appear in the following sequence:

  1. Users currently in your project.
  2. Users with pending invitations to join your project.
  3. Users requesting to join your project.

A user can request to join a project when first registering for Atlas.

Atlas displays the Name of users who have not accepted their invitation as Pending User and their role as –invite sent–.

To cancel an invitation, click trash icon to the right of the user’s name.

Remove Users or Teams from a Project

Important

Project must have at least one user or team. You cannot delete the last member (be it a user or team) from the project. You must instead close the project.

You also cannot delete the last Project Owner remaining in the project. You must first assign the role to at least one other user before deleting the original user.

From the project:

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Navigate to the project’s Access Management view.

  1. From the Context menu, select the project in which you wish to create a user or team.
  2. Click Access Management in the left navigation.
    • To create a user, click the Users tab.
    • To create a team, click the Teams tab.
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Click trash icon to the right of the user or team to remove.

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Confirm the removal.

  • To confirm a user removal, click Remove User from Organization.
  • To confirm a team removal, click Delete Team.”

Edit a User’s or Team’s Role in a Project

To edit the project roles for a user/team, from the project:

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For the user or the team to modify, click Edit Role in the Actions column.

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Select the appropriate role(s) for the user/team.

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Click the checkmark to save.

You may need to enter verification information.