Manage members and teams

As an administrator or space owner, you can manage permissions in PulseUno vaults and Git repositories by creating teams, adding team members, and assigning roles to teams and individuals.

Dimensions CM products: The PulseUno roles apply to PulseUno objects only. Permissions for Dimensions CM, for example, to update and deliver to a stream, are controlled by Dimensions CM.

Role capabilities

PulseUno provides a set of roles to fine-tune individual and team permissions in vaults and Git repositories.

Permissions for each role are predefined and cannot be customized.

The following table describes the roles and permissions in PulseUno.

Role Permissions
None

For a space, this option grants no permissions.

For a vault or Git repository, this option removes any permissions granted by the default role at the space level.

Guest Guests can view, clone, and pull repositories.
Developer Developers can:
  • View, clone, and pull repositories.
  • Push commits to a repository.
  • Create pull requests.
  • Download packages from a vault.
Package Approver

Package Approvers can:

  • View, clone, and pull Git repositories.

  • Download packages from a vault and send packages for approval.

  • Approve or reject vault packages.

Maintainer

Maintainers can:

  • View, clone, and pull repositories.
  • Push commits to a repository.
  • Create pull requests.
  • Create, run, and maintain chains.
  • Deploy and download vault packages, and send packages for approval.
Owner Owners have administrator-like permissions and can:
  • Create and manage Git repositories.
  • Push commits to a repository.
  • Configure branch settings and policies.
  • Create and assign delivery filters.
  • Configure options for creating reviews and pull requests.
  • Create merge rules and merge strategies.
  • Set permissions for individuals and teams.
  • Set up integrations with request providers.
  • Create vaults and manage vault settings.
  • Deploy and download vault packages, send packages for approval, and approve or reject them.

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Create teams

Use teams to grant access to groups of users rather than each user individually. All team members share the same permissions.

As an administrator or space owner, you create teams, assign them a role, and add team members at the space level. The role you set for a space becomes the default role for all the vaults and Git repositories in that space.

Note: The team or individual role set for a vault or Git repository overrides the default team role set at the space level.

To create a team and assign users to it:

  1. In PulseUno, navigate to Spaces and select a space.

  2. In the sidebar, select Teams.

  3. On the Teams page, click Add .

  4. Enter a name and an optional description for the team.

  5. Select the default role that members of the team will have.

    A team's default role applies to all the vaults and Git repositories in a space. For example, if a team is assigned the Maintainer role for a space, the team's members will have permissions to deliver packages to any vault and maintain any Git repository in that space.

  6. Click Create. The new team's page opens.

  7. Click Add to add users to the team.

  8. In the Add User to Team dialog box, search for the users you want to add. Enter a keyword in the search field and press the Enter key.

  9. Select one or more users from the search results and click Add.

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Edit teams

You can modify existing teams, for example, add or remove team members and change a team's role for a space.

To change the team's role for a particular vault or Git repository, see Assign a team role on a vault or Git repository.

To edit a team:

  1. In PulseUno, navigate to Spaces and select a space.

  2. In the sidebar, select Teams.

  3. On the Teams page, click the team's name. The team's page opens.

  4. To remove members from the team, select one or more users from the list, click Delete , and confirm.

  5. To add members, click Add .

  6. To change the team's name, default role, or description, click Edit.

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Assign an individual role on a vault or Git repository

As an administrator or owner, you can share access to a vault or private Git repository with individual users.

Note: Permissions set for a vault or Git repository override space-level permissions. For example, if a team has Owner access to a space, but a developer on the team is assigned a None role for a particular vault in the space, the developer will have no permissions to that vault.

To add a user and assign them a role:

  1. In PulseUno, navigate to Spaces, select a space and then a vault or Git repository.

  2. In the sidebar, select Members.

  3. On the Members page, in the Individuals tab, click Add Individual .

  4. In the Add Individuals dialog box, search for a user. Enter a keyword in the search field and press the Enter key.

  5. Select a user from the search results and then select a role to assign.

    You cannot assign roles to disabled users. For details on how to add, lock, or disable users, see Manage users.

  6. Click Add.

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Assign a team role on a vault or Git repository

You can share access to a vault or private Git repository with teams.

Note: Permissions set for a vault or Git repository override space-level permissions. For example, if a team has Owner access to a space but is assigned a None role for a particular vault in the space, the team will have no permissions to that vault.

To add a team and assign it a role:

  1. In PulseUno, navigate to Spaces, select a space and then a vault or Git repository.

  2. In the sidebar, select Members.

  3. On the Members page, select the Teams tab.

  4. Click Add Team .

  5. In the Add Teams dialog box, search for a team. Enter a keyword in the search field and press the Enter key.

  6. Select a team from the search results and then select a role to assign.

  7. Click Add.

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Change member roles for a vault or Git repository

You can change the level of access to a vault or Git repository for teams and individual members. You can also revoke a user's or team's access.

To change individual or team permissions:

  1. In PulseUno, navigate to Spaces, select a space and then a vault or Git repository.

  2. In the sidebar, select Members.

  3. To change a user's permissions, select the Individuals tab.

    To change a team's permissions, select the Teams tab.

  4. Select one or more members or teams, click Change Role, and select a role.

  5. To remove access for individuals or teams, select one or more members or teams, click Delete , and confirm.

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See also: