Managing project users

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The Users page displays all the users in the organisation in a table. Each users full name, email, project roles, identity provider, and on the right hand side, a pen icon. Selecting the pen icon on a user allows you to assign or remove roles from that user.

By default, the table shows all users in the organisation. You can filter the users by name using the search bar at the top of the table or by role using the dropdown menu labelled Filter for Project Roles. The sort drop down menu next to the filter controls the sort order of the list allowing for sorting by name or email.

Inviting or adding users to a project

You can invite people to a project by selecting Invite New User on the Users page in the EDB Postgres AI console. In the dialog that appears, you can enter the users email address and you can assign roles to them for that project only. Once you have selected at least one role for the user, select Send Invite and send the invitation to the user. They'll need to create an EDB account if they don't have one already.

Project-level roles

The following roles grant privileges within a project:

  • Project owner — This role has management privileges to the project and can perform the following actions within the project:

    • Connect the cloud service provider accounts to EDB Postgres AI
    • View, edit, and delete the project
    • Create, view, edit, and delete clusters
    • Activate, suspend, and deactivate regions
    • View and assign project-level roles
    • View an activity log
    • View and download a usage report
    Important

    At least one user must be a project owner.

  • Project editor — This role has edit privileges to the project and can perform the following actions within the project:
    • View the cloud service provider accounts connected to EDB Postgres AI
    • Create, view, edit, and delete clusters
    • Activate regions
    • View users with project-level roles
    • View an activity log
    • View and download a usage report
  • Project viewer — This role has read-only permissions to the project. They can:
    • View clusters
    • View users with project-level roles

Adding a user to a project

Before adding a user to a project:

  • The user must be a member of the project's organization.

  • If the user isn't currently a member of the project's organization:

    • an organization owner can invite them to join the organization or add them to the organization through the organization's identity provider. See managing user access for more information.
    • a project owner can invite them to join the project.

  • The user must then log in to the EDB Postgres AI portal at least once.

  • Inviting a user to join from the project's Users page means that the user receives an email invitation to join the project. The user must accept the invitation to join the project.

If the user isn't a member of the organization, you need to invite the user to the project:

  1. From the Projects view, select the project you invite to add a user to.
  2. From the left navigation bar, select Users.
  3. Select Invite New User.
  4. Enter the user's email address.
  5. Select the role or roles you want to assign to the user. (owner, viewer, or editor)
  6. Select Send Invite.

If the user is already a member of the organization, to add the user to the project:

  1. From the Projects view, select the project you want to add a user to.
  2. From the left navigation bar, select Users.
  3. Select the edit icon for the user. This will display the roles currently assigned to the used.
  4. Select Assign Roles.
  5. Depending on the level of access you want for the user, select the appropriate role.
  6. Select Submit.

You can enable in-app inbox or email notifications to get alerted when a user is invited to a project. For more information, see Notifications

Viewing outstanding invitations

  1. From the Projects view, select the project you want to view outstanding invitations for.
  2. From the left navigation bar, select Users.
  3. Select Invitations.
  4. The Invitations page displays all the outstanding invitations for the project.

From the Invitations view you can search by email, filter by invitation status, and sort by both email and invitation status.

For users who have not accepted their invitatation, you can get a link to send directly to the user through the copy icon, or you can rescind the invitation by selecting the trash icon.

Managing a user's project roles

To manage a user's project roles:

  1. From the Projects view, select the project you want to manage roles for.
  2. From the left navigation bar, select Users.
  3. Select the edit icon for the user you want to manage roles for.
  4. Select Assign Roles.
  5. Select the roles you want to assign to the user.
  6. Select Submit.

Removing a user from a project

To remove a user from a project, follow the steps in Managing a user's project roles and deselect the user's roles.

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