Access
Last updated
Last updated
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The Access page allows you to display and manage the users who have access to the Organization Dashboard. On the Access page, you can:
Check the name of the user and their access type.
Add new teammates to join the Organization Dashboard to access the reports and track progress on projects.
You can remove existing users, and you can edit their access level.
Users will only see individuals needing access based on their invitations or roles within your organization. "Missing to LFX" will not be visible to them.
The User Access table provides you with a list of users from your organization along with their dashboard access, whether they have admin or view access to the dashboard. It also displays if a user is in a pending invite or removal state.
An Admin user has privileges including editing, inviting, and removing user access; managing key contacts; requesting changes in membership entitlement roles; and editing the profile.
A Viewer user can view and download reports.
You can search the user(s) (3) by entering their names in the search box.
Click Type (2) dropdown to filter the list based on the access type.
Click download icon (4) to download the list in CSV format.
To add a user from your organization, follow these steps:
On the Users page, click Access tab.
Click the Add Users button on the top of the Access page.
On the next pop-up window, select Enter Recipient radio button, enter the Recipient(s) email ID, select the role that you want to provide the user (admin or viewer role),
Click the Add button to add the recipient(s).
Click the Send Invitation(s) button to invite a new user.
You can add up to 8 users at a time while sending out the invitations.
To invite bulk users (users of your organization), click Upload a CSV radio button.
Drag and drop the CSV file with the user's details
Click Send Invitation(s) button.
An invitation link will be shared with the recipient. The user should update the details from the invitation that has been shared to add themselves as a new employee for an open source project.
The Preview Invitation Email link allows users to preview the email invitation that will be sent to invitees. The preview email includes essential details about the invitation, as well as frequently asked questions (FAQs) related to the Organization Dashboard.".
Administrators can invite a new user to contribute to a particular open source project.
To invite a new user to a project, perform the following steps:
On the Users page, click Access tab.
Select the user(s) who you want to send the invitation from the list.
Click the Send Invitations button on the top of the Access page.
The further steps, follow step 3 onwards on adding a user task.
You can view the details related to a user by viewing their profile. Profile View provides the following details related to the user:
Name of the user
Activities associated with the user such as Technical, Events, and Training
The project name for which the user is associated with
List of repositories for which the user is a maintainer
To view the profile of a user, follow these steps:
Click the User Name.
The Profile dialog box appears with all the details.
Administrators can edit the access of the user from Admin to Viewer or the other way.
To edit the user access, follow these steps:
Click the pencil icon available under the Actions column.
The Edit Access dialog box appears. Click Save Changes to update the access.
The Remove all access button will initiate the deletion of the user.
There will not be any automated email sent to the user. The Administrator has to inform the user about the update to their access.
An administrator can remove the user from the user access table.
To delete a user, perform the following steps:
Click the delete icon associated with a user.
The Delete User dialog box appears. You can see a table with the list of projects the user is associated with. The following points are important when deleting a user:
You need to reassign the project to yourself or any other user.
You can either remove the user by clicking the cross mark.
You cannot remove the user who is the primary contact for the project. You need to reassign it to any other user.
If a user is associated with the committees, raise a Customer Support ticket to delete a user.
After reassigning the user, select the I understand message and click Delete User.
When deleting a user, two possible outcomes may occur:
Successful Deletion: The user is successfully deleted from the system.
Error Occurrence: If there are backend issues, the deletion process fails, and an error message is displayed. In this case, you can attempt to delete the user again.
If issues persist, please create a Customer Support ticket to escalate the matter and receive further assistance.
Q: What happens to a user in a failed state when I try to delete them?
A: When attempting to delete a user in a failed state, our system will prevent the deletion to avoid any potential data loss or inconsistencies. Instead, you will receive a notification indicating that the deletion was unsuccessful.
Q: Why can't I delete a user in a failed state?
A: Deleting a user in a failed state can lead to data corruption or loss. Our system is designed to safeguard against such issues by preventing the deletion of users in this state.
Q: What can I do with a user in a failed state?
A: You can either:
Resolve the failed state: Identify and fix the issue causing the failed state to allow the user to be deleted successfully.
Leave the user as is: If the user is no longer needed, you can leave them in the failed state without attempting to delete them.
Q: How do I resolve a failed state?
A: To resolve a failed state, please follow these steps:
Identify the issue: Determine the cause of the failed state.
Fix the issue: Address the underlying problem to allow the user to be deleted successfully.
Retry deletion: Once the issue is resolved, attempt to delete the user again.
Q: What if I'm unsure about how to resolve a failed state?
A: If you're unsure about how to resolve a failed state, please contact our support team for assistance. We'll be happy to guide you through the process.
