Manage access

A user's access comes from three sources: team membership, direct product assignments, and their security policy. You can combine all three to get the level of control you need.

Assign users to teams

Users in a team inherit that team's product access and roles. This is the most efficient way to manage access for multiple users at once.

1. Open a user for editing
2. Open the User Teams tab
3. Click + Add team, then search or use Select all to pick one or more teams; each team shows its member count
4. Click Save changes

The user now has access to all products assigned to those teams.

Grant product access with roles

You can assign users directly to products and specify a role for each one. This supplements team-based access when you need more granular control.

1. Open a user for editing
2. Open the Access tab
3. Click + Add product, then search or use Select all in the selection modal
4. Pick a role for the product: Administrator, Beta tester, Reporter, Supervisor, or Tester
5. Click Save changes

Each product lists an access source: Manually added for direct assignments, or From [team] when the access is inherited. A product the user reaches through several teams or roles shows Multiple, so you can always see why a user has access to a product.

Remove a manually added product with the trash icon at the end of its row. Inherited products can't be removed here; adjust the team's access instead.

Apply security policies

Security policies control password requirements and authentication rules per user. You set the policy when creating a user and can update it later.

1. Open a user for editing
2. Open the Security policy tab
3. Choose a policy from the dropdown
4. Click Save changes

If you're adding an existing user to your workspace, the security policy defaults to the workspace default.