Help Center/ CodeArts Req/ User Guide/
Updated on 2024-10-31 GMT+08:00
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Members

You can add members from your enterprise or other projects to an existing project or a project being created, invite users to join the projects, and remove members from projects.

Prerequisites

  • You have the permissions to manage projects.
  • Project administrators can delete project managers and test managers.
  • Project managers can delete test managers.

Accessing Member Management

  1. On the service homepage, click a project.

    The project details page is displayed.

  2. Choose Settings > General > Service Permissions > Member > Member View. The member management page is displayed.

    On the Member page, you can set project members in either of the following ways:

Importing Users from Your Enterprise

Users from My Enterprise refer to the IAM users created on the IAM console, that is, users in your enterprise.

  1. Click Add Members and select Import Users from Enterprise.
  2. Select the users to be added in the dialog box that is displayed.

  3. Click Next, specify project roles, and click Save.

Inviting Users from Other Enterprises

Users from other enterprises refer to IAM users under other tenants.

  1. (Optional) If the inviter is another enterprise user, enable the function of inviting enterprise users so that other enterprise users can be added to the project.

    On the CodeArts console, choose Enterprise Account Authorization > Granted Authorizations, click Authorize Enterprise Account to complete the authorization.

  2. On the Project Members tab page, click Add Member > Users from Other Enterprises.
  3. Set Enterprise User and enter the User ID of the invited user.

    You can click Add User to add multiple user IDs.

  4. Click Invite. After the users are invited successfully, users are displayed in the member list.

Scenarios

You can add users under other accounts to your project. Assume that company A is working with company B on a project, company B can add company A's employees to B's project without creating IAM users.
  1. Hover over your account name in the upper right corner and click CodeArts Console in the drop-down list.

    The console is displayed.

  2. Choose Enterprise Account Authorization.

    Click Authorize Enterprise Account, enter the name of the enterprise account to be authorized, and click Authorize.

  3. On the Project Members tab page, click Add Member.
  4. Select Users from Other Enterprises.

    Enter the target enterprise and enterprise user ID, and click Invite.

Adding Users from Other Projects

You can quickly add project members by importing users from other projects.
  1. On the Project Members tab page, click Add Member and select Users from Other Projects.
  1. Select an existing project or enter a key word to search for a project.
  2. Select target members and click Save to import members of other projects to the current project.

Importing Users from Agencies

A delegated user is created by the enterprise user in IAM Identity Center.

To add a member, click in the upper left corner of the product page and choose Service List > IAM Identity Center.

If you want to add an existing member, select it and start from step 5.
  1. Click in the upper left corner of the product page and choose Service List > IAM Identity Center.
  2. Choose Users, and click Create User in the upper right corner.
  3. After the user is created, choose Multi-Account Permissions > Accounts. On the right of the tenant, click Associate User/Group.
  4. Select desired users and permission sets and click OK. After the delegation is complete, return to the member management page.
  1. Click Add Members and select Users from Agencies.
  2. Select members in the list and click Save.

Inviting a User to Join a Project

After creating an IAM user, the administrator needs to add the user to a project to view the information. Therefore, after creating an IAM user, you need to add the user to the project so that the user can work on the project. In addition to adding members (manually) to a project, you can invite users to join the project.

Currently, two methods are provided for joining a project: QR code and project URL. You can share the QR code or URL with the invitee. The invitee can scan the QR code or click the project URL to log in to Huawei Cloud and join the project.

  1. (Optional) Set the review mode for inviting a user to join a project.

    The invitee can join a project through a URL or QR code. The administrator can enable or disable Review Needed on Invited Members on the Pending Review tab page.

    To ensure security, members invited by sharing the QR code or project URL need to wait for the administrator's approval by default. The administrator can approve or reject the membership review.

    If there are users to be reviewed in the review list, the review cannot be closed. You need to review all users before closing the review.

    • Enable: This function is enabled by default.

      If the review function is enabled, after logging in to Huawei Cloud using the QR code or URL, you need to enter the application reason and submit the application. After the application is approved by the administrator on the Pending Review tab page, you can join the project.

    • Disable: If the review function is disabled, users can log in to Huawei Cloud using the QR code or URL and automatically join the project.

  2. Click Invite via Links to share the method provided in the Invite Member window to the invitee.

    You can join a project on the Invite Member page in either of the following ways:

    • QR code: Screenshot the QR code and share it with the invitee, who can scan the QR code from a website on their phone.
    • URL: Click Copy URL and share the URL with the invitee. The invitee opens the URL to join the project.

Setting Project Roles

Only project administrators, project managers, and test managers can set the following project roles for members:
  • Project administrators
  • Project managers
  • Product managers
  • System engineers
  • Committers
  • Developers
  • Test managers
  • Testers
  • Participants
  • Viewers
  • O&M managers

You can also refer to Roles to add roles and assign permissions to them.

The procedure for setting project roles is as follows:

  1. Choose Settings > General > Service Permissions > Member > Member View.
  2. Click in the row where the member is located. The Edit Member dialog box is displayed.
  3. Set a role for the member and click Yes.

    Access permissions on services vary among project roles.

  4. (Optional) Edit roles of project members in batches.

    1. On the Project Members tab page, select target members from the project member list.
    2. Click Batch Edit.

      Change the role type in the dialog box.

    3. Click Yes.

Exporting Members

You can export the member list to the local PC as required.

Choose Service Permissions > Member > Member View, and click Export Members in the upper right corner of the page to export the project member information to an EXCEL file.

Removing Members

You can remove one or more members at a time.

  • Removing a project member/user
    Choose Service Permissions > Member > Member View, and click in the row of the target member to remove them from the project.
    • The member, or the user, is deleted by doing this.
    • However, the resources such as work items created or handled by the ex-member are not deleted.
  • Removing project members in batches
    1. On the Service Permissions > Member > Member View page, select the target members.
    2. Click Batch Remove.
    3. Click Confirm to delete members in batches.

Quitting a Project

On the Service Permissions > Member > Member View page, click in the row of your user ID to quit the project.

The button for quitting a project is visible only to the current user.

A project member can quit the project if the member is no longer engaged in the project.

After a member quit a project, the project administrator is notified.