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Assign Roles for UI Access

  • Operational Insights
  • how-to
Your level of access to the Capella UI is controlled using organization and project roles.

To interact with Operational Insights using the Capella UI, you need an organization role and one or more project roles.

Prerequisites

  • You need to be the Organization Owner to invite new users to your organization and assign organization roles.

  • To add collaborators to a project and assign project roles, you need to be a Project Owner for that project. If you’re the Organization Owner, you already have this role.

Assign Organization and Project Roles

To assign organization and project roles, complete the following steps:

  1. Add the user to your organization.

    1. Assign the user one or more organization roles.

  2. Add the user as a collaborator to your project.

    1. Assign the user one or more project roles.

Organization Roles and Operational Insights

Every user account in Couchbase Capella has an organization role that determines their privileges when working with the Capella UI at the organization level. For example, a user who’s an Organization Member cannot view any of the billing information inside the Capella UI, while an Organization Owner can.

Organization roles can control your level of access to both Operational Insights and operational resources in an organization. A user with the Organization Owner role automatically has Project Owner privileges and is a collaborator for all projects in the organization. A user with the Project Creator role automatically has Project Owner privileges and is a collaborator for all projects they create. You can only view and work with projects where you’re a collaborator.

Project Roles and Operational Insights

Project roles are separate from organization roles, which grant overall privileges to Couchbase Capella. Project roles apply only at the project level and control your privileges in a project where you’re a collaborator.

Project roles control your level of access to both Operational Insights and operational resources in a project.

The following table describes the available project roles and their privileges as they apply to Operational Insights. To see project roles as they apply to Capella operational, see Project Roles.

Table 1. Project roles in Operational Insights
Role Description

Project Owner

Provides complete Operational Insights cluster-management access. Users with this role can access data in any Operational Insights cluster in a project using the UI.

A Project Owner has the following privileges when working with Operational Insights:

  • Create and manage Operational Insights clusters

    • Edit Operational Insights cluster configurations and settings

    • Create and manage Operational Insights links

    • Create, manage, and restore backups

    • Create and manage private endpoints

    • Create and manage vpc-peering

    • Turn Operational Insights clusters on or off

    • View and configure cluster monitoring

    • Configure allowed IP addresses

  • Read and write data within any cluster in the project

A user with the Organization Owner role automatically has Project Owner privileges for all projects in the organization.

Project Manager

Provides access to management actions for all Operational Insights clusters in a project. This role does not provide access to data.

A Project Manager has the following privileges when working with Operational Insights:

  • Create and manage Operational Insights clusters

    • Edit Operational Insights cluster configurations and settings

    • Create and manage Operational Insights links

    • Turn Operational Insights clusters on or off

    • View and configure cluster monitoring

    • Configure allowed IP addresses

Project Viewer

Provides read-only access to view all Operational Insights clusters in a project where you’re a collaborator. This role does not provide access to data.

A Project Viewer has the following privileges for a project where you’re a collaborator:

  • View all Operational Insights clusters in the project

    • View Operational Insights configuration details and settings

    • View allowed IP addresses

    • View access control accounts and roles

    • View Operational Insights links

    • View cluster monitoring

    • Configure allowed IP addresses

Database Data Reader

Provides read-only access to view data in any Operational Insights cluster in a project where you’re a collaborator. This role allows the use of the Workbench to read data, but it cannot modify or write data.

A Database Data Reader has the following privileges for a project where you’re a collaborator:

  • Read data within any Operational Insights cluster in the project

Database Data Reader/Writer

Provides read and write access to data in any Operational Insights cluster in a project where you’re a collaborator. This role allows the use of the Workbench to read and write data.

A Database Data Reader/Writer has the following privileges for a project where you’re a collaborator:

  • Read and write data within any cluster in the project

Next Steps