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Cloud Manager Access

To access a Cloud Manager organization or the project within that organization, a Cloud Manager user must be a member of that organization. Depending on the user’s role in the organization, the Cloud Manager user may also need to be a member of the project to access a project.

A Cloud Manager user can be a member of multiple projects and multiple organizations. If a Cloud Manager user is a member of a project, the user’s access to the project is determined their role in the project.

Within an organization, you can group users into teams. Users can belong to multiple teams. Teams can be assigned to multiple projects. The team’s project role sets the team members’ access to the project.

Note

Cloud Manager users are separate from MongoDB users.

Considerations

You can register with and login using your Google account or using your email account.

Google Accounts

If you register with your Google Account, the following differences apply when using your Google account with Cloud Manager:

• Google manages your user details, email address, and password. You can’t change this information using the Cloud Manager console or API.
• Google manages your 2FA. You can’t use Cloud Manager two factor authentication and won’t be prompted for a Cloud Manager 2FA verification when you log into Cloud Manager. Google should verify your identity using Google 2-Step Verification
• Google creates a new Cloud Manager account if you change your Google Account email address. Ask your Organization Owner or MongoDB Support to link this new account with your existing organizations and projects.
• You can unlink your Google Account from Cloud Manager. Refer to the Google Account Help article to unlink your Cloud Manager account from your Google Account.

MongoDB Atlas Users

If you use MongoDB Atlas, use your MongoDB Atlas credentials to log in to Cloud Manager. You can then create a new MongoDB Atlas project from Cloud Manager.

Add Users to Cloud Manager

You must invite users to Cloud Manager projects and organizations. The following procedures result in an email invitation being sent to the users you want to add. The users must accept your invitation to join a project or an organization.

Users can create accounts using:

• The Cloud Manager account registration page or
• jira.mongodb.org.

Note

If you create an account in Jira or make any changes to that account from within Jira, it can take up to 30 minutes for that change to propagate to Cloud Manager. During this window you cannot add the user to a project in Cloud Manager. Also, passwords changed in Jira are subject to the same propagation delay for Cloud Manager accounts.

• To invite a new user to a project, see Add Users or Teams to a Project.
• To invite a new user to an organization, see Add Users to an Organization.

Manage User Access to an Organization

Required Permissions

To perform any of the following actions, you must have the Organization Owner role.

Add Users to an Organization

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. If it is not already displayed, click the Users tab.

2

Specify User.

1. Select Invite Users from the Manage button menu.

2. From the Add Users page, enter the new user’s email address or Jira username in the combo box.

   If the console finds a connected Jira account, Cloud Manager invites the user to the Cloud Manager project. If the user accepts the invite, that user is added to the corresponding Jira group.

   After typing in the email address or Jira username, you must either press Enter or click on the email address or Jira username beneath the New User header under the combo box.

3. Repeat for any additional users.

3

Choose the roles for the new Users.

By default, each user is given the Organization Member role. To change or add additional roles for each user, click the role dropdown menu, then select the checkboxes for each role you want the user to have in the organization.

4

Invite the Users.

Click Add Users to Organization.

Cloud Manager sends an e-mail to the selected users inviting them to join the project. Invited users do not have access to the project until they accept the invitation. Invitations expire after 30 days.

View Active Users and Pending Invitations in an Organization

To view users in an organization:

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.

This page lists:

• Users who are members of your Cloud Manager organization.
• Pending users who have not accepted to the invitation to join the organization or project within the organization.

2

Optional: To cancel an invitation, click trash icon to the right of the pending user.

Edit User’s Role in an Organization

To edit roles through Cloud Manager for the organization:

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. If it is not already displayed, click the Users tab.

2

Click Edit Permissions next to the organization you want to modify.

3

Select the new role or roles for the user from the menu.

4

Click the checkmark to save.

Remove Users from an Organization

Note

You cannot remove the last Organization Owner from an organization.

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. If it is not already displayed, click the Users tab.

2

Click trash icon to the right of the user.

3

Click Remove User from Organization.

Manage Team Access to an Organization

In an organization, you can group its users into teams to facilitate adding and granting roles to multiple users to projects. You assign project access at the team level. All users in the team share the same project access.

Organization users can belong to multiple teams.

Required Permissions

To perform any of the following actions, you must have the Organization Owner role.

Create a Team

Note

There is an upper limit of 250 teams per organization.

1

Navigate to the Teams tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. Click the Teams tab.

2

Create a new team.

1. Click Create Team.
2. From the Create a Team page, enter the your team name in the Name Your Team box. The name must be unique within an organization.
3. To add existing organization users to the team, click in the Add Members box and either start typing their Cloud Manager username or click on the name of a user that appears in the combo box.
4. Click Create Team to confirm.

Manage Team Members

1

Navigate to the Teams tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. Click the Teams tab.

2

Add or remove users from a team.

Click the name of the team you wish to modify.

To add a member to a team

1. Click Add Members.

2. Type the name or email of the user from the combo box.

   You can only add users who are part of the organization.

   Users who have not accepted an invitation to join the organization cannot be added as team members.

3. Click Add Members.

4. Repeat for additional team members.

To delete a member from a team

Click trash icon to the right of the member.

Removing a user from the team removes the user’s project assignments granted by the team membership.

If a user is assigned to a project through both a team and individual assignment, removing the user from a team does not remove the user’s assignment to that project.

Rename a Team

1

Navigate to the Teams tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. Click the Teams tab.

2

Rename the team.

For the team you wish to rename:

1. Click ellipsis icon in the Actions column.

2. Click Rename Team.

3. Enter a new name for the team.

   The team name must be unique within the organization.

4. Click Rename Team.

Delete a Team

1

Navigate to the Teams tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. Click the Teams tab.

2

Delete the team.

For the team you wish to delete:

1. Click trash icon next to the team that you want to delete.

2. Confirm that you wish to proceed with team deletion.

   For users belonging the team, deleting a team removes the users’ project assignments granted by that team membership.

Manage Application Access to an Organization

Required Permissions

To manage API Keys for an Organization, you must have the Organization Owner role.

To learn how to manage an Application’s Access to an Organization using API Keys, see:

• Create an API Key in an Organization
• View the Details of an API Key in an Organization
• Change an API Key in an Organization
• Delete an API Key from an Organization

Manage Access to a Project

Required Permissions

To perform any of the following actions, you must have either the Project Owner or Project User Admin role.

View Who Can Access a Project

To view which users, teams, or API Keys can access a project:

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. If it is not already displayed, click the Users tab.

2

Click the tab for Users, Teams, or API Keys to see the appropriate access.

Each tab lists the project’s users, teams, or API Keys along with their project roles and corresponding actions.

View Active Users and Pending Invitations to Project

1

Navigate to the Users tab for your project.

1. If it is not already displayed, select the organization that contains your desired project from the office icon Organizations menu in the navigation bar.
2. If it is not already displayed, select your desired project from the Project menu in the navigation bar.
3. Click Access Manager in the navigation bar, then click your project.

The Users tab also lists any outstanding invitations to users to join the project and any requests from users who want to join the project. A user can request to join a project when they first register for Cloud Manager.

Individual users are ordered by status. They appear in the following sequence:

1. Users currently in your project.
2. Users with pending invitations to join your project.
3. Users requesting to join your project.

Cloud Manager displays the Name of users who have not accepted their invitation as Pending User and their role as –invite sent–.

2

Optional: To cancel an invitation, click trash icon to the right of the pending user.

Add Users or Teams to a Project

Note

There is an upper limit of 250 users per team.

1

Navigate to the Users tab for your project.

1. If it is not already displayed, select the organization that contains your desired project from the office icon Organizations menu in the navigation bar.
2. If it is not already displayed, select your desired project from the Project menu in the navigation bar.
3. Click Access Manager in the navigation bar, then click your project.
4. If it is not already displayed, click the Users tab.

2

Specify User or Team.

• To add an individual user:

  1. Select Invite Users from the Manage button menu.

  2. From the Add Users page, enter the new user’s email address or Jira username in the combo box.

     If the console finds a connected Jira account, Cloud Manager invites the user to the Cloud Manager project. If the user accepts the invite, that user is added to the corresponding Jira group.

     After typing in the email address or Jira username, either press Enter or click on the email address or Jira username beneath the New User header under the combo box.

  3. Repeat for any additional users.

• To add a team:

  1. Select Create Team from the Manage button menu.
  2. Enter the team’s name in the Name Your Team box.

  3. Enter the new team member’s email address or Jira username in the Add Members combo box.

     If the console finds a connected Jira account, Cloud Manager invites the user to the Cloud Manager project. If the user accepts the invite, that user is added to the corresponding Jira group.

     After typing in the email address or Jira username, either press Enter or click on the email address or Jira username beneath the New User header under the combo box.

  4. Repeat for any additional team members.

3

Choose the new roles for the User or Team.

By default, each user and team is given the Project Member role. To change or add additional roles for each user or team, click on the role dropdown menu, then select the checkboxes for each role you want the user or team to have in the project.

All team members share the roles assigned to the team on this project.

4

Invite the Users or Create the Teams.

• For a new user, click Add Users to Project.

  Cloud Manager sends an e-mail to the selected users inviting them to join the project. Invited users do not have access to the project until they accept the invitation. Invitations expire after 30 days.

• For a new team, click Create Team.

If the Cloud Manager finds a connected Jira account, Cloud Manager adds the user to the Jira group associated to the Cloud Manager project and organization.

Note

If the added user does not belong to the project’s organization, Cloud Manager adds the user to the organization.

Remove Users or Teams from a Project

Note

You cannot remove the last Project Owner from an organization.

1

Navigate to the Users tab for your project.

1. If it is not already displayed, select the organization that contains your desired project from the office icon Organizations menu in the navigation bar.
2. If it is not already displayed, select your desired project from the Project menu in the navigation bar.
3. Click Access Manager in the navigation bar, then click your project.
4. If it is not already displayed, click the Users tab.

2

Navigate to the appropriate tab for the resource you want to remove:

• If it is not already displayed and you want to remove a user, click the Users tab.
• If you want to remove a team, click the Teams tab.

3

Click trash icon to the right of the user or team to remove.

4

Confirm the removal.

• To confirm a user removal, click Remove User from Organization.
• To confirm a team removal, click Delete Team.”

Edit a User’s or Team’s Role in a Project

To edit roles through Cloud Manager, for the project:

1

Navigate to the Users tab for your organization.

1. If it is not already displayed, select your desired organization from the office icon Organizations menu in the navigation bar.
2. Click Access Manager in the sidebar, or click Access Manager in the navigation bar, then click your organization.
3. If it is not already displayed, click the Users tab.

2

Click Edit Permissions next to the organization you want to modify.

3

Select the new role or roles for the user from the menu.

4

Click the checkmark to save.

Manage Application Access to a Project

Required Permissions

To manage API Keys for an Organization, you must have the Project User Admin role.

To learn how to manage a Application’s Access to an Project using API Keys, see:

• Create an API Key for a Project
• View the Details of an API Key in a Project
• Change an API Key’s Roles in a Project
• Delete an API Key from a Project

• Programmatic Access to Cloud Manager

←   Third-Party Service Integrations Programmatic Access to Cloud Manager  →

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