Manage Project Users

  • Capella Operational
    Manage the collaborators of a project to control access to Couchbase clusters.

    In Couchbase Capella, project collaborators are users in an organization who have been added to a project and given a project role. Project roles control a user’s access level to any cluster in a project and what actions they can take. For more information about project roles, see Project Roles.

    Prerequisites

    • To view a project’s collaborators, you must have a project role for that project.

    • To add collaborators to a project, you must have the Project Owner role for that project.

    • To change a user’s project role, you must have the Project Owner role for that project.

    • To delete a user from a project, you must have the Project Owner role for that project.

    Users with the Organization Owner role automatically have a Project Owner role for all projects in their organization. You cannot remove the Project Owner role from a user with the Organization Owner role.

    View Project Users in the Capella UI

    To view your project’s users:

    1. Select your project’s name.

    2. Go to Collaborators.

      Capella shows a summary of all users who are part of the current project.

    3. To find a specific user, do 1 of the following:

    Project Collaborators Summary

    The Collaborators tab shows a list of all the users assigned a role for the current project. This includes the following information:

    Field Description

    Name

    The name of the user and their email address.

    Organization Roles

    The user’s organization roles.

    Project Roles

    The user’s project roles.

    SSO Groups

    The user’s SSO groups.

    Add Users to a New or Existing Project

    By default, you add SSO users to projects using teams. Only when a realm has group mapping turned off, can you invite and manage SSO users using the procedures on this page.

    To add users to a new or existing project:

    1. In the navigation breadcrumbs in the Capella UI, do 1 of the following:

      1. Click your organization name and go to Projects.

      2. Use the project breadcrumb to find a project.

    2. Select the project where you want to add a user.

    3. Go to Collaborators.

    4. Click Add Collaborators.

    5. In the Collaborators list, select the users in the current organization that you want to add to the project.

      If a user is not a member of your organization, invite them to your organization to add them to a project.

      Selected users get the same project roles.
    6. Select the project roles you want to assign to the user.

    7. Click Add.

    Change a User’s Project Role

    To change a user’s project role:

    1. In the navigation breadcrumbs in the Capella UI, do 1 of the following:

      1. Click your organization name and go to Projects.

      2. Use the project breadcrumb to find a project.

    2. Select the project where you want to change a user’s project role.

    3. Go to Collaborators.

    4. Click the name of the user whose project role you want to change.

    5. Click Edit Project Roles.

    6. From the list of project roles, select the roles to assign to the selected user. Deselect the roles that you do not want to assign to the selected user.

    7. Click Save.

    Remove a User (or Yourself) from a Project

    You cannot fully remove a user from a project if they have the Organization Owner role, since they automatically retain Project Owner access. However, you can remove any other project roles assigned to them.

    To remove a user from a project:

    1. In the navigation breadcrumbs in the Capella UI, do 1 of the following:

      1. Click your organization name and go to Projects.

      2. Use the project breadcrumb to find a project.

    2. Select the project where you want to remove a user.

    3. Go to Collaborators.

    4. Click the name of the user you want to remove.

    5. Click Remove User from Project.

    6. Confirm that you want to delete the user and click Remove User from Project.