The Users page in the Organization Dashboard allows administrators to manage user access and permissions within the organization. The following are the main sections:
Access
Key Contacts
Boards & Committees
Contributors.
Your organization's user will have the following two access levels to the Users page in the Organization Dashboard:
Administrator: They have read/write access
Viewer: They can only view the data, but can not edit.
To access the Users page, follow these steps:
Log in to Organization Dashboard.
On the vertical sidebar navigation menu, click Users.
The Key Contacts tab in the Organization Dashboard allows you to view, manage, and control access for users and their affiliated roles within your organization.
Key Contacts Features
View users in a list or group view
Filter key contacts by specific criteria
Invite new key contacts
View individual key contact profiles
Edit access permissions for key contacts
Viewing Key Contacts
The Key Contact table displays a list of users from your organization, along with their affiliated roles. You can view key contacts in two formats:
List View: Displays a list of users with their affiliated roles.
Group View: Displays a list of users grouped by project.
Use the toggle button to switch between List View and Group View.
You can search for the user by entering the name in the top search box. Additionally, click Filters to search by the project name.
Administrators can add a user as a key contact to a particular project.
To add a user as a key contact, follow these steps:
Navigate to the Key Contacts Tab:
Open the Users section in the left navigation pane of your Organization Dashboard.
Click on the Key Contacts tab located next to the Access tab.
Add a New Contact:
Click the Add Contact button.
Enter Contact Information:
User Email: Type in the email address of the user or select from the drop-down who you wish to add.
First Name: Enter the first name of the contact.
Last Name: Enter the last name of the contact.
Active Project Membership: Choose the appropriate project from the dropdown list.
Contact Type: Select the role of the contact from the dropdown.
The Contact Type list displays the available roles. If there are no roles or seats available for a particular role, it will not be listed in the Contact Type dropdown.
Complete the Action:
After entering all required information, click Add Contact to save the new key contact.
Notes
Fields marked with an asterisk (*) are mandatory.
You can click Cancel to discard the changes before saving.
In the list view, users without a provided first name, last name, and title are displayed with their email address under the Name column.
If a user has an LF ID, their username is displayed instead. Additionally, you can re-send an invitation to a user by clicking the mail icon next to their name.
To view a key contact's details, click on their profile. The profile displays the following information:
Key contact name
Associated activities (Technical, Events, Training, etc.)
Project associations
Repositories maintained by the key contact
To view a key contact's profile, follow these steps:
Click the Name.
The Profile dialog box appears with all the details.
Editing Key Contact Access
You can edit a key contact's access by reassigning or removing them. Options include:
Reassign: Replace the key contact with another user.
Remove: Remove the key contact's access to the organization.
To edit a key contact, follow these steps:
Click the edit icon associated with a key contact.
When editing a user, the Edit User dialog box appears, showing the user's project associations. Important considerations:
Reassign: Transfer project ownership to yourself or another user.
Remove: Click the cross mark to remove the user from the project.
Primary Contact: Cannot remove the user who is the primary contact for a project. You must reassign it to another user.
Committee Associations: If a user is associated with committees, contact Customer Support to delete the user.
After reassigning of the user, click Save Changes.
For users listed under Key Contacts, you can remove their affiliation if they don't have access to the Organization Dashboard (They only appear with "User Access"). To do this, click the Delete User. The procedure is identical to the one outlined in the "User Access (Delete User)" section
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.
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, perform the following 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.
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.
In Contact Type, if the domain alias does not match, raise a customer support ticket by contacting the C team.
The further steps, follow onwards on task.
If a user is associated with the committees, raise a ticket to delete a user.
The Board and Committees tab serves as a central hub for managing user access to the Organization Dashboard. This feature enables administrators to effectively manage user roles, affiliations, and permissions, ensuring that only authorized individuals have access to sensitive information.
Key Features:
User List View: A comprehensive list of users within the organization, displaying their affiliated roles and appointed positions.
Group View: An organized view of users, grouped by their roles or affiliations, making it easier to manage and visualize user relationships.
Filtering: A robust filtering system allows you to narrow down the user list based on specific criteria, such as projects.
Profile View: A detailed profile of each user, providing a snapshot of their information, roles, and permissions.
Edit Access: The ability to edit user access and permissions, ensuring that users have the necessary clearance to access sensitive information.
This feature provides administrators with a comprehensive list of users, their affiliated roles, and group affiliations, enabling effective user management and organization.
You can use the toggle button to display Board and Committees users in Group View or List View.
Administrators can filter Board and Committees users based on a particular project.
To filter the users list, follow these steps:
Click Filters. Select the required project, and click Apply.
You can view the details related to a Board and Committee user by viewing their profile. Profile View provides the following details related to the user:
Name of the Board and Committee user
Activities associated with the key contact such as Technical, Events and Trainings
Project name for which Board and Committee user is associated with
List of repositories for which the Board and Committee user is a maintainer
To view the profile of a Board and Committee user, perform the following steps:
Click the Name.
The Profile dialog box appears with all the details.
Administrators can edit the users belonging to the board and committee.
To edit Board and Committee user, perform the following steps:
Click the edit icon associated with a user.
The Profile Snapshot of the user appears. Click Request Change.
The Request Change dialog box appears. Provide the Email of the new assignee give a brief Reason for the Change and click Submit.
The Program Management team should validate the change request.
To delete the user, you need to raise the customer Support ticket.
