Managing organization users

Identity management
The account management features described in this topic apply to CloudBees Engineering Efficiency and all CloudBees support and training environments. For more information about managing accounts in other CloudBees products, refer to the documentation for those products.

CloudBees account management has two available roles: 'admin' and 'user'.

An administrator, or 'admin', is a user who has access to additional functions, including creating, modifying, and deleting user profiles.

A 'user' role can only modify the profile associated with their profile.

Inviting users to an organization

This procedure requires administrative privileges for the organization.

Organization administrators can invite a single user using Invite or multiple users using the Bulk invite option. Users receive a confirmation email when they are invited to an organization. Their profile is listed as pending until they click the verification link in the email.

Once you have invited a user, that email address cannot be changed.

Inviting one or more users

This procedure requires administrative privileges for the organization.

To invite one or more users to an organization:

  1. Sign in as an admin.

  2. In the top right, select your organization to open the User profile menu and then select your name.

  3. In the left navigation, select Organization settings Users.

  4. Select Invite user.

    Figure 1. Invite users
  5. Enter the user’s email address. A green check mark indicates that the email address does not have a user associated with it.

  6. (Optional) Select a role for the user.

  7. (Optional) Select + to add another line for any additional users you want to invite.

  8. Select Invite.

The user receives an email inviting them to the organization. Once they use the invitation link in the email, they will be added to the organization. Refer to Signing in to your user profile for more information.

Changing a user’s assigned role

This procedure requires administrative privileges for the organization.

A user’s role is assigned at the organization level. One user profile may belong to multiple organizations and have different roles in each organization.

Each organization must have at least one user assigned an admin role. By default, the user who creates an organization is automatically assigned as that organization’s admin.

To change a user’s role:

  1. Sign in as an admin.

  2. In the top right, select your organization to display the User profile menu and then select your name.

  3. In the left navigation, select Organization settings Users.

  4. Locate the user profile.

  5. Select a role from the Role drop-down.

If the change is successful, a green success message appears at the bottom of the page.

Removing a user from an organization

This procedure requires administrative privileges.

You must have an admin or owner role for an organization to remove a user. An organization must always have at least one user; the last administrator cannot be removed from an organization.

To remove a user from an organization:

  1. Sign in as an admin.

  2. In the top right, select your organization to display the User profile menu and then select your name.

  3. In the left navigation, Select Organization settings Users.

  4. Locate the user you wish to remove.

  5. Select the three vertical dots to the far right of the user’s name.

  6. Select Remove user.

  7. Confirm removing the user by selecting Remove user.

Removing user data from an organization

Contact CloudBees support to request to have data removed from the System of Record.