Users new

The Users page controls who can access the platform and what they can do and see.

Each user is assigned:

  • a role, which defines what they can do

  • a scope, which defines what data they can see

Roles, scopes, and data view work together to control access. Roles define what users can do, scopes define what data they can access, and the data view lets them filter that data.

For more information, see:

  • Roles

  • Scopes

  • Data view

How access works

User access is defined by combining role and scope.

A role allows access to pages and actions. A scope limits the applications and issues those actions apply to.

For example, a user can have permission to view issues, but only for a specific set of applications.

Invite users

To invite a user:

  1. Go to Users

  2. Select INVITE USERS

  3. Enter one or more email addresses

  4. Select a role

  5. Define the scope:

    1. Select Entire organization to allow access to all applications

    2. Select User's applications only to limit access to applications where the user is an owner

    3. Select Custom to define access using application owners or tags

  6. Select SAVE

The user is added with Invited status.

Edit user

To edit a user:

  1. Go to Users

  2. Open the actions menu

  3. Select Edit user

  4. Update the role or scope

  5. Select SAVE

Changes apply immediately.

Remove user

To remove a user:

  1. Go to Users

  2. Open the actions menu

  3. Select Remove user

  4. Confirm

The user no longer has access to the organization.

Invitation status

  • Invited – The user has not yet accepted the invitation

  • Active – The user has joined the organization

Invitations expire after 7 days.

To revoke an invitation:

  1. Go to Users

  2. Open the actions menu for a user in Invited status

  3. Select Revoke invitation

  4. Confirm

Notes

  • Only Admins can manage users

  • Users are managed per organization

  • Roles and scopes can be updated at any time

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