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Atlas Users and Teams

Overview

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, 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 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

Add Users to an Organization

To add users to an organization, you must have the Organization Owner role for the organization.

1

Select the organization from the Context.

2

Click Users and then the Add User button.

3

Add new users to the organization.

  1. Enter the new user’s email address in the text box. You must hit Enter after typing in the email.
  2. Select the user’s organization role.
  3. Repeat for any additional users.
4

Click Add Users to Organization.

Edit Organization User’s Role

To modify the role of an organization user, you must have the Organization Owner role for the organization.

For the organization:

  1. Click on Users.
  2. For the organization user to modify, click Edit Role.
  3. Select the new role for the user and click on the checkmark to save.

Remove Organization Users

To remove users from an organization, you must have the Organization Owner role for the organization.

Note

You cannot remove the last Organization Owner from an organization.

1

Select the organization from the Context.

2

Click Users.

3

Click the trash can icon to the right of the user.

4

Click the user’s gear icon and select Delete User.

Manage Organization Teams

For an organization, you can group its users into teams to faciliate adding 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.

Create a Team

Important

To create a team for an organization, you must have Organization Owner access.

1

Go to the organization’s Teams view.

  1. In the Context, select the organization for which you wish to create a team.
  2. Click Teams.
2

Create a new team.

  1. Click New Team.
  2. Enter the name of your new team. The name must be unique within an organization.
  3. Add organization users to the team.
  4. Click Create Team.

Manage Team Members

Important

To add users to a team or to delete users from a team, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. 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, click Add Members. Specify the user, and click Add Members.

  • To delete a member from a team, click the trash can icon for 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 the user’s assignment to that project.

Rename a Team

Important

To rename a team for an organization, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. Click Teams.
2

Rename a 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, and click Rename Team.

    The team name must be unique within the organization.

Delete a Team

Important

To delete a team for an organization, you must have Organization Owner access.

1

Go to the Teams view for the organization.

  1. In the Context, select the organization whose team you want to modify.
  2. Click Teams.
2

Delete a 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 the team removes the users’ project assignments granted by that team membership.

Manage Project Users and Teams

Add Users/Teams to a Project

1

Click Users & Teams, then click Add User.

2

Specify the user or team to add.

To add an individual user, enter the new user’s email address (or a MongoDB JIRA username) and select the user’s project role.

To add an organization team, enter the team’s name and select the team’s project role. All users who are members of the team share this project roles.

3

Click Add/Invite.

For an individual user, existing Atlas users are added to the project immediately. For new users, Atlas sends an email invitation to register.

Teams are added to the project immediately.

4

If prompted, enter the two-factor verification code.

5

If prompted, click Send Email Invitation.

This step is only required when sending an invitation to an email address which does not exist in Atlas.

View Users/Teams for a Project

To view users and teams for a project, click Users & Teams.

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.

View User Invitations

When you invite a user to join a project, if the user exists in Atlas they are added to the project automatically. If the user does not exist in Atlas, Atlas sends an email invitation to join the project.

To view any unaccepted invitations, click Users. The invitee’s role appears as –invite sent–. To cancel an invitation, click Cancel Invite.

Remove Users/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 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

Click the project’s Users & Teams.

2

Click the trash can icon in the Action column for the user or team to remove.

3

Click Remove User or Remove Team in the confirmation modal.

Edit Project Role for a User/Team

A user with the Owner role for the project can edit roles for existing users/teams in the project.

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

1

Click Users & 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.