Managing team (glossary term, activate to view definition) members

Managing team (glossary term, activate to view definition) members

You can invite users to be members of a team. To do so, you must have the administer teams permission, which Cloud Platform grants to Team leads by default. Owners and Administrators can invite members to any team in the organization.

Inviting a member to a team

To invite an existing Cloud Platform user to a team:

1. Ensure that the user you want to invite to your team has a Cloud Platform user account.
2. Sign in to the Cloud Platform user interface as a user with the administer teams permission and select Manage in the top menu.
3. Select your organization.
4. Click Team Management.

5. In Members, click Invite member.

   
6. If you are an Owner (glossary term, activate to view definition) or
7. Enter the email address of the user you want to add, and click Continue. To add multiple users, enter comma-separated email addresses.
8. (If you selected Team Member earlier) Select the team to which you want to add the user as a member, and click Continue.
9. (If you selected Team Member earlier) Select one or more roles to assign to the user on this team, and click Continue.

10. Select Invite.

    The system sends an email invite to the user. The user must accept the invitation.

As an alternative, you can invite a member to a team from the Organizations page as follows:

1. Ensure that the user you want to invite to your team has a Cloud Platform user account.
2. Sign in to the Cloud Platform user interface as a user with the administer teams permission and select Manage in the top menu.

3. In the information card for an organization, click Invite member and follow the preceding procedure.

   

The Members section of the Organizations > Team Management page also displays the following information:

• Pending invitations: You can resend or cancel any pending invitations not yet accepted by the invited user.

Responding to invitations

When you invite a user to join a team, the user will receive an email from cloud.acquia.com. The email has a link for accepting the invitation. Selecting the link opens the account sign-in page at accounts.acquia.com. If an invited user doesn’t already have an Acquia account, the user must set one up before trying to sign in.

An invited user may also need to complete the following tasks:

• Create a password complying with your organization’s password strength requirements.
• Set up two-step authentication for their Acquia account, if your organization requires it.

After signing in to the Cloud Platform interface, the invited user can accept the invitation and join the team, with the roles and permissions given in the invitation.

Removing a member from a team

To remove a member from a team:

1. Sign in to the Cloud Platform user interface as a user with the Owner or Administrator role.
2. Select your organization and select Manage in the top menu.
3. Select your organization.
4. Go to Team Management > Members.
5. On the line listing the member you want to remove, select Remove. Note that this option is available only for active members.
6. In the confirmation dialog box, select Remove.

Cloud Platform removes the team member from that team.

As an alternative, you can remove a member from one or more teams from the main Organizations page:

1. Sign in to the Cloud Platform user interface as a user with the Owner or Administrator role.
2. On the Organizations page, in the card for the organization, select Remove member.
3. Select the teams you want to remove the member from and select Continue.
4. In the confirmation dialog box, select Remove.

For more information about account security, see Best practices for team member departures. For information about deleting a user account from the Acquia platform, see GDPR Data Subject Rights requests.

Changing a team member’s roles

You assign one or more roles to a user when you invite them to a team in the organization. You can also later change the roles assigned to a team member.

To change a member’s role:

1. Sign in to the Cloud Platform user interface.
2. Select Manage in the top menu.
3. Select your organization.
4. Go to Team Management > Members.
5. On the line listing the member whose roles you want to change, select Edit roles.
6. In the Edit roles dialog box, select the roles you want the team member to have, and select Continue.
7. In the confirmation dialog box, select Save.

Troubleshooting access issues in Code Studio

If the issue persists after you review the preceding links, include the following diagnostic information when creating a Support ticket:

• User email: The exact email address of the affected user

• Error message: A screenshot or copy of the specific blocked message

• Application (glossary term, activate to view definition) UUID:

You can invite users to be members of a team. To do so, you must have the administer teams permission, which Cloud Platform grants to Team leads by default. Owners and Administrators can invite members to any team in the organization.

Inviting a member to a team

To invite an existing Cloud Platform user to a team:

1. Ensure that the user you want to invite to your team has a Cloud Platform user account.
2. Sign in to the Cloud Platform user interface as a user with the administer teams permission and select Manage in the top menu.
3. Select your organization.
4. Click Team Management.

5. In Members, click Invite member.

   
6. If you are an Owner (glossary term, activate to view definition) or
7. Enter the email address of the user you want to add, and click Continue. To add multiple users, enter comma-separated email addresses.
8. (If you selected Team Member earlier) Select the team to which you want to add the user as a member, and click Continue.
9. (If you selected Team Member earlier) Select one or more roles to assign to the user on this team, and click Continue.

10. Select Invite.

    The system sends an email invite to the user. The user must accept the invitation.

As an alternative, you can invite a member to a team from the Organizations page as follows:

1. Ensure that the user you want to invite to your team has a Cloud Platform user account.
2. Sign in to the Cloud Platform user interface as a user with the administer teams permission and select Manage in the top menu.

3. In the information card for an organization, click Invite member and follow the preceding procedure.

   

The Members section of the Organizations > Team Management page also displays the following information:

• Pending invitations: You can resend or cancel any pending invitations not yet accepted by the invited user.

Responding to invitations

When you invite a user to join a team, the user will receive an email from cloud.acquia.com. The email has a link for accepting the invitation. Selecting the link opens the account sign-in page at accounts.acquia.com. If an invited user doesn’t already have an Acquia account, the user must set one up before trying to sign in.

An invited user may also need to complete the following tasks:

• Create a password complying with your organization’s password strength requirements.
• Set up two-step authentication for their Acquia account, if your organization requires it.

After signing in to the Cloud Platform interface, the invited user can accept the invitation and join the team, with the roles and permissions given in the invitation.

Removing a member from a team

To remove a member from a team:

1. Sign in to the Cloud Platform user interface as a user with the Owner or Administrator role.
2. Select your organization and select Manage in the top menu.
3. Select your organization.
4. Go to Team Management > Members.
5. On the line listing the member you want to remove, select Remove. Note that this option is available only for active members.
6. In the confirmation dialog box, select Remove.

Cloud Platform removes the team member from that team.

As an alternative, you can remove a member from one or more teams from the main Organizations page:

1. Sign in to the Cloud Platform user interface as a user with the Owner or Administrator role.
2. On the Organizations page, in the card for the organization, select Remove member.
3. Select the teams you want to remove the member from and select Continue.
4. In the confirmation dialog box, select Remove.

For more information about account security, see Best practices for team member departures. For information about deleting a user account from the Acquia platform, see GDPR Data Subject Rights requests.

Changing a team member’s roles

You assign one or more roles to a user when you invite them to a team in the organization. You can also later change the roles assigned to a team member.

To change a member’s role:

1. Sign in to the Cloud Platform user interface.
2. Select Manage in the top menu.
3. Select your organization.
4. Go to Team Management > Members.
5. On the line listing the member whose roles you want to change, select Edit roles.
6. In the Edit roles dialog box, select the roles you want the team member to have, and select Continue.
7. In the confirmation dialog box, select Save.

Troubleshooting access issues in Code Studio

If the issue persists after you review the preceding links, include the following diagnostic information when creating a Support ticket:

• User email: The exact email address of the affected user

• Error message: A screenshot or copy of the specific blocked message

• Application (glossary term, activate to view definition) UUID: