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Atlas Access

To access Atlas, you must have an Atlas user account. If you are an existing MongoDB Cloud Manager user, you can use your Cloud Manager credentials.

To access an organization or a project within that organization, a user must be a member of that organization. Depending on the user’s role in the organization, the Atlas user may be required to be a member of the project as well to access a project.

To access clusters in a project, users must belong to that project. Users can belong to multiple projects.

Within an organization, you can group users into teams. Users can belong multiple teams. Teams can be assigned to multiple projects, and team members’ access to the project is determined by the team’s project role.

Important

Atlas users are separate from MongoDB users. MongoDB users can access MongoDB databases, while Atlas users can access the Atlas application itself.

Manage Organization Users

Required Permissions

To perform any of the following actions, you must have the Organization Owner role.

Add Users to an Organization

Important

Atlas limits Atlas user membership to a maximum of 500 Atlas users per organization.

1

Navigate to the organization’s Users view.

1. From the Context menu, select the organization for which you wish to create a team.
2. Click Access.
3. Click Users.

2

Invite Users to the organization.

1. Select Invite Users from the Manage button menu.

2. From the Add Users page, enter the new user’s email address or Jira username in the combo box.

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

3. Repeat for any additional users.

3

Choose the roles for the new Users.

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

4

Invite the Users.

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.

View Active Users and Pending Invitations in an Organization

To view users in an organization:

1. From the Context menu, select your desired organization.
2. Click Access.
3. Click Users.

This page lists:

• Users who are members of your Atlas organization.
• Pending users who have not accepted to the invitation to join the organization or project within the organization.

To cancel an invitation, click trash icon to the right of the pending user.

Edit User’s Role in an Organization

To edit roles through Atlas for the organization:

1. Click Access.
2. Click Users.
3. For the organization user to modify, click Edit Role.
4. Select the new role or roles for the user from the menu.
5. Click on the checkmark to save.

Remove Users from an Organization

Note

You cannot remove the last Organization Owner from an organization.

1

Navigate to the organization’s Access page.

1. From the Context menu, select the project from which you wish to remove a user or team.
2. Click Access.
   • To remove a user, click Users.
   • To remove a team, click Teams.

2

Click trash icon to the right of the user or team to remove.

3

Confirm the removal.

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

Manage Team Access to an Organization

In an organization, you can group its users into teams to facilitate adding and granting roles to multiple users to projects. You assign project access at the team level. All users in the team share the same project access.

Organization users can belong to multiple teams.

Required Permissions

To perform any of the following actions, you must have the Organization Owner role.

Create a Team

Important

Atlas limits the number of users to a maximum of 100 teams per project and a maximum of 250 teams per organization.

1

Navigate to the organization’s Teams view.

1. From the Context menu, select the organization for which you wish to create a team.
2. Click Access.
3. Click Teams.

2

Create a new team.

1. Select Create Team from the Manage button menu.
2. From the Create a Team page, enter the your team name in the Name Your Team box. The name must be unique within an organization.
3. To add existing organization users to the team, click in the Add Members box and either start typing their Cloud Manager username or click on the name of a user that appears in the combo box.
4. Click Create Team.

Manage Team Members

Important

Atlas limits Atlas user membership to a maximum of 250 Atlas per team.

1

Navigate to the organization’s Teams view.

1. From the Context menu, select the organization for which you wish to create a team.
2. Click Access.
3. Click Teams.

2

Add or remove users from a team.

Click on the name of the team you wish to modify.

To add a member to a team

1. Click Add Members.

2. Type the name or email of the user from the combo box.

   You can only add users who are part of the organization.

   Users who have not accepted an invitation to join the organization cannot be added as team members.

3. Click Add Members.

4. Repeat for additional team members.

To delete a member from a team

Click trash icon to the right of the member.

Removing a user from the team removes the user’s project assignments granted by the team membership.

If a user is assigned to a project through both a team and individual assignment, removing the user from a team does not remove the user’s assignment to that project.

Rename a Team

1

Navigate to the organization’s Teams view.

1. From the Context menu, select the organization for which you wish to create a team.
2. Click Access.
3. Click Teams.

2

Rename the team.

For the team you wish to rename:

1. Click the ellipsis (...) button under the Actions column.

2. Click Rename Team.

3. Enter a new name for the team.

   The team name must be unique within the organization.

4. Click Rename Team.

Delete a Team

1

Navigate to the organization’s Teams view.

1. From the Context menu, select the organization for which you wish to create a team.
2. Click Access.
3. Click Teams.

2

Delete the team.

For the team you wish to delete:

1. Click the ellipsis (...) button under the Actions column.

2. Click Delete Team.

3. Confirm that you wish to proceed with team deletion.

   For users belonging the team, deleting a team removes the users’ project assignments granted by that team membership.

Manage Programmatic Access to an Organization

Required Permissions

To manage API Keys for an Organization, you must have the Organization Owner role.

To learn how to manage programmatic access to an Organization using API keys, see:

• Create an API Key in an Organization
• View the Details of an API Key in an Organization
• Change an API Key in an Organization
• Delete an API Key from an Organization

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.

1

Navigate to the project’s Access view.

1. From the Context menu, select the project in which you wish to create a user or team.
2. Click Access.
   • To create a user, click Users.
   • To create a team, click Teams.

3

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.

3

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.

4

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.
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:

1

Navigate to the project’s Access view.

1. From the Context menu, select the project in which you wish to create a user or team.
2. Click Access.
   • To create a user, click Users.
   • To create a team, click Teams.

2

Click trash icon to the right of the user or team to remove.

3

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:

1

Navigate to the organization’s Access page.

1. From the Context menu, select the project from which you wish to remove a user or team.
2. Click Access.
   • To remove a user, click Users.
   • To remove a team, click Teams.

2

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

3

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

4

Click the checkmark to save.

You may need to enter verification information.

Manage Programmatic Access to a Project

Required Permissions

To manage API Keys for a Project, you must have the Project User Admin role.

To learn how to manage programmatic access to a Project using API keys, see:

• Create an API Key for a Project
• View the Details of an API Key in a Project
• Change an API Key’s Roles in a Project
• Delete an API Key from a Project

• Programmatic Access to Atlas

←   View Clusters Programmatic Access to Atlas  →

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