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How to Assign User Roles

You'll learn how to add users to your organization and assign them roles.

Add a User to Your Organization​

Organization Administrator

You must be an organization administrator to add users and assign roles.

  1. Go to Org Settings.
  2. Click Add a New User.
  3. Fill out the form with the user information. You'll need to select the Role and Organization. Then Save.
  4. Users added will receive a password reset email for the organization they were added to.

Once a user is added to the organization, they can then be added to the project. Review the Org Level Roles.

This image shows a modal window for adding a new user in an application. The form requires the user to input the first name, last name, email, role, and organization, with an optional toggle to set a user password, and the Add New User button is highlighted in the background.

Add a User to a Project​

Add Users to the Organization First

A user must be added to the organization, before being added to a project.

  1. Go to the Projects page.
  2. Go to Project Settings > Members.

Review the Project level roles.

This image shows a modal window for adding a project member within the project settings of an application. The form requires the user to select the name and role of the member being added, with a note that only members already part of the organization can be added, and the Add Member button is highlighted in the background.

Add a User to an Environment​

Add Users to the Environment First

A user must be added to the organization, then the project, before being added to a environment. If you don't want them to have project access, add them as a Project Member first.

  1. Access the environment settings either by going to the Build Settings > Environment > Members or by clicking the Deploy Tab and then configure the Environment.

Review the Environment level roles.

This image shows the Edit Environment screen, where the user can manage members of the environment. The screen lists members with their roles, such as Project Admin and Environment Admin, and provides options to edit or remove members. There is also an Add Member button and the option to save changes.

New Users​

Unless specified when adding a user, new users will be added as Org Members. Org members have limited access and can't see project or environment information.

Existing Users​

If you enable RBAC and have existing users then they'll be given the following roles automatically.

  • If a user had the Admin role, they are given the role of Org Admin, Project Admin, and Environment Admin.
  • If a user had a non-administrative role, then they are given the role of Org Contributors, Project Admins, and Environment Admin.

SSO Users​

New SSO users are given the role of Org Member.

Learn How to Manage Your Users Video​