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How to Add Users to Bindplane Cloud

Learn how to add and manage users in your Bindplane Cloud projects.

This guide explains how to add and manage users in your Bindplane Cloud environment.

Overview

In Bindplane Cloud, user invitations are handled at the project level, not the organization level. This means that users must be added to specific projects, and their permissions are determined by the role assigned to them within each project.

Prerequisites

Before adding users to your Bindplane Cloud project, ensure you have:

  • A Bindplane Cloud account
  • Project Admin role in the project where you want to add users
  • Email addresses of the users you want to invite

Adding Users to a Project

Follow these steps to add users to your Bindplane Cloud project:

  1. Log in to your Bindplane Cloud account.
  2. Click top right hamburger bar, click the Project dropdown and select the project you want to add users to.
  3. Select the project to which you want to add users.
  4. Click on the Projects tab in the project navigation menu.
  5. Click the Invite Users button.
  6. In the invitation dialog:
    • Enter the email address of the user you want to invite
    • Select the appropriate role for the user (Project Admin, Project User, or Project Viewer)
  7. Click Send Invitation.

The invited user will receive an email with instructions to accept the invitation and access the project. (You may need to check your spam folder as well.)

User Roles and Permissions

When adding users to a project, you must assign them one of the following roles:

Project Admin

  • Full control over the project
  • Can add and remove users within the project
  • Can modify configurations and trigger rollouts

Project User

  • Can install and assign collectors to configurations
  • Can modify configurations within the project
  • Cannot trigger rollouts
  • Cannot invite or manage other users within the project

Project Viewer

  • Read-only access to the project

Managing Existing Users

To manage existing users in your project:

  1. Navigate to the Users tab in your project.
  2. Find the user you want to manage.
  3. Click on the three-dot menu (â‹®) next to the user's name.
  4. Select one of the following options:
    • Change Role: Modify the user's role within the project
    • Remove: Remove the user from the current project

As an alternative to email invitations, you can generate invitation links:

  1. In the Users tab, click Invite Users.
  2. Select the Invite By Link option.
  3. Choose the role that will be assigned to users who use this link.
  4. Copy the generated link and share it with the users you want to invite.

Users who access this link will be able to join your project with the specified role.

Important Notes

  • Users must be added to each project individually - there is no way to add a user to all projects at once.
  • When a user is added to a project, they are automatically added to the organization with the Organization User role.
  • Only users with the Project Admin role can add or manage other users within a project.
  • If a user needs access to multiple projects, they must be invited to each project separately.
  • To create projects and view the Organization usage dashboard, you will need to adjust the users permission at on the Organization page to be an Admin.

Troubleshooting

User Cannot Access Project After Invitation

  • Verify that the invitation was sent to the correct email address.
  • Ask the user to check their spam/junk folder for the invitation email.
  • Generate a new invitation link and send it directly to the user.

User Has Incorrect Permissions

  • Navigate to the Users tab in the project.
  • Find the user and change their role to the appropriate level.

Next Steps

After adding users to your project, you may want to: