Manage your organizations

The Manage tab lists the organizations that are available to you. An organization is a space where you create projects.

Projects created in an organization are shared with all the users in this organization. All users also have a personal organization (specified with the email address). Projects that you create in your personal organization can only be seen by you unless you choose to add a member to one of your projects. In this case, they can only see the project you’ve given them access to. Note that you cannot move a project from one organization to another.

Note that you cannot move a project from one organization to another.

View organizations

To display the organizations that are available to you:

For each organization these tabs are available:

• The Users tab lists the users that are part of this organization with their roles. Roles are associated with specific permissions and can differ per company.

• The Promotion Details tab provides the environments that are available in your deployment flows.

• The Webhooks tab enables you to configure webhooks to receive event notifications.

Manage organization users

Depending on your role, you may be able to add users to an organization and assign roles. For a description of roles, see Organization roles.

Add user and assign roles

To add a user and assign roles:

1. Click the Manage tab.
2. In the left-hand pane, expand the Organizations section. The organizations to which you belong are displayed.
3. Click the Users tab.
4. Click Add user to organization.
5. Find the user with the search box and click Add user to organization.
6. To assign a role, click the Add icon under All roles for the user.
7. Select the role(s) to assign to the user. You select from one of three roles groups with the following roles:
   • Standard roles—Member, Owner, or Viewer
   • Advanced roles—Expert or Promotion approver
   • Specialty roles—Pro services

Modify roles for a user

To modify roles for an existing user:

1. Click the Manage tab.
2. In the left-hand pane, expand the Organizations section. The organizations to which you belong are displayed.
3. Click the Users tab.
4. To assign a role, click the Add icon under All roles and select a role from one of the above role groups, or the Remove icon within a preexisting role to remove a role.

   Note:

   You cannot remove yourself as owner from your personal organization.

To delete a user

1. Click the Manage tab.
2. In the left-hand pane, expand the Organizations section.
   The organizations to which you belong are displayed.
3. Click the Users tab.
4. Click the Delete icon in the rightmost column for the user.

To download the user list for an organization

1. Click the Manage tab.
2. In the left-hand pane, expand the Organizations section.
   The organizations to which you belong are displayed.
3. Click the Users tab.
4. Click the Download icon in the top-right corner.

A CSV file downloads that lists the name, email, roles, and last login for each user in the organization.

Related topics

• Add members
• Manage your projects
• Understanding roles and permissions