Role-based access control

Role-based access control lets DevOptics administrators control how users interact with DevOptics.

DevOptics has the following roles:

Table 1. Roles
Role	Description
Admin	This role can add and remove users, and assign users to a custom observer role. In addition, this role can manage account information. You can have multiple admins in an organization. This role can access all areas of DevOptics and perform all actions.
User	This role can access all areas of DevOptics, and can create, edit, and delete value streams. This role can also use the JSON editor, and add, edit, or delete webhooks. The user role does not have administrative rights and cannot add or remove other users, or manage account information. Anyone assigned to the user role can edit their own profile.
Observer	This role can view value streams. This role cannot do the following: * Create a new value stream * Edit an existing value stream * Delete a value stream * Use the JSON editor * Add, edit, or delete webhooks You must contact a CloudBees Customer Success Manager to enable the custom observer role for your organization before you can use it.

Updating information for an organization

You must contact CloudBees to set up your organizations in DevOptics. However, you can update your organizations in the following ways:

Edit the company contact information.
Edit the company billing information.
Cancel the account. Only the creator of the organization can cancel the account.
Update or add payment methods.
View all invoices.

To update information for an organization:

Sign in to DevOptics as an administrator.
In the top right, select the organization you want to update from the organization list.
In Settings, select Your organization.
Select Configure organization details.
Select Account.
Edit the details.

03 cbn account details

Adding a user to an organization

A user can be a member of one or more organizations.

To add a user to an organization:

Sign in to DevOptics as an administrator.
In the top right, select the organization to which you want to add a user.
In Settings, select Your organization.
Select Manage users who can access this organization.
In the left pane, select Users.
Select Add.
Enter the details for the user.
Select Add user.

Changing the role for a user

If you are an administrator, you can change a user’s role. For example, you can switch a user from the user role to an administrator role, or from an administrator role to a user role.

To change the role for a user:

Sign in to DevOptics as an administrator.
In the top right, select the organization to which the user belongs.
In Settings, select Your organization.
Select Manage users who can access this organization.
In the left pane, select Users.
In the Role column, select the user’s current role.
Select the new role.
Select Save.

Removing a user from an organization

To remove a user from an organization:

Sign in to DevOptics as an administrator.
In the top right, select the organization from which you want to remove a user.
In Settings, select Your organization.
Select Manage users who can access this organization.
In the left pane, select Users.
Locate the user in the list, and then select the delete icon next to the user’s name.

Assigning the observer role to a user

Before you can assign the observer role to a user, the custom observer role must be set up by CloudBees. You must contact a CloudBees Customer Success Manager to enable the custom observer role for your organization.

Note: If the user is not already set up in DevOptics, add the user first.

To assign the observer role to a user:

Sign in to DevOptics as an administrator.
In the top right, select the organization to which you want to assign an observer.
In Settings, select Your organization.
Select Manage users who can access this organization.
In the left pane, select Users.
Click the Custom Roles column for the user you want to assign as an observer.
On the Modify Custom Roles screen, select observer.
Select Save.

Removing the observer role for a user

To remove the observer role for a user:

Sign in to DevOptics as an administrator.
In the top right, select the organization that includes the user you want to remove.
In Settings, select Your organization.
Select Manage users who can access this organization.
In the left pane, select Users.
Click the Custom Roles column for the user you want to remove as an observer.
On the Modify Custom Roles screen, deselect observer.
Select Save.