Project Members

Each CloudShare project supports multiple users called Project Members.

A user must be invited to become a Project Member. When the invitation is created, they are assigned a role that determines the level of control they will have when working in the selected project.

Adding Project Members

When adding a new Project Member, a standard email invitation is sent to the prospective new member, with instructions to click a CloudShare URL to guide them through the process.

If an existing Project Member receives an invitation, their newly assigned role is added to their current access and permissions level for the project. For example, if a Team Member receives a Project Manager invitation, they will become a Project Manager.

A Project Manager can add new Project Members as Project Managers, Team Managers, or Team Members.

A Team Manager can add new Project Members to their Team only.

To add a project member:

1. From the User Management menu, click Project Members > Project Member Invitations. The Project Member Invitations grid is displayed.
   
   Tip
   A Project Manager also can add new Project Members directly from a project using the Project Details page.
   
   
2. Click Add Project Member. The Add Project Members wizard opens:
   
   
   
   
3. From the Project drop-down list, select the project you want to add members to.
4. From the Team drop-down list, select the team that the new member will belong to.
5. Select the Mode you want to use for inviting one or more new members:
   1. Single. Enables you to invite one new member.
   2. Multiple. Enables you to invite more than one new member at a time. When this option is chosen, you can upload prepared CSV text files containing prospective members' details.
6.  If you chose the Single mode, enter details in each of the following required fields:
   1. Email: The email where the new member invitation will be sent. This email is also the user name for the prospective new member.
   2. Last Name: The prospective new member's last name.
   3. First Name: The prospective new member's first name.
   4. Role: The role that will be assigned to the prospective new member.
7.  If you select the Multiple mode, the following fields will be displayed on the page:
   
   
   
   Add the new members according to their assigned role for the current project. For each relevant role type, click Choose File to browse and select a prepared CSV file for upload. Each CSV file should contain only members who will be assigned to the specific role. Be careful not to use more than one role type in the same invitation file.
   
   You can download a template CSV file from the help message that appears below your selected mode. You must prepare all CSV files before running the Add Project Members wizard. As shown in the CSV template, the text file must have separate columns for email, first name, and last name of a prospective member, and cannot contain a header row.
   
   
8. Click Create at the lower right corner of the wizard.
   1. For Single mode, the invitation will be sent automatically to the prospective member, according to the details provided in the fields.
   2. For Multiple mode, invitations will be sent automatically to all prospective members, according to the details listed in the CSV file(s). Upon completion, a pop-up is displayed to notify you of the status for each sent user:

Click Done.

On completion the Project Member Invitations grid is displayed once again, listing the new invitations you have just sent.

You can check the status of each new member invitation, using the Project Member Invitations grid.

Managing Project Members

It is recommended to sometimes perform a quick review of exactly who can view your users, blueprints, environments, and content on CloudShare. To take inventory, go to Users > Project Members:

By default, the menu filters out Project Members that have not logged in recently, so change this to see older logins.

Filter and Sort

This grid will often show you many more users.  You can then sort for their Last Login, and remove anyone you know no longer needs access.

Removing Users

There could be users with elevated privileges; e.g., a Project Manager, that you cannot immediately remove. To remove them, first reduce their user level. 

Once you reduce their access level, you can click Remove From Project.  

Note: Removing a user will delete their active environments.  If you need to save those environments, snapshot them first.  

Note: Removing a user from all projects does not completely remove their API access. They will not be able to access sensitive data or make successful API calls, but they can still check project access. To fully remove API access, contact support@cloudshare.com.  

You can remove a user from a project at any time using the following procedure.

Downgrade the User Role

Only a user with the role of Team Member can be removed from a project.

1. From the CloudShare dashboard, navigate to Users > Project Members to display the current list of users in the account.
2. Locate and click on the email of the user that you want to remove. The User Details page opens for the selected user.
3. If the user is assigned a role other than Team Member, click Change User Level to open the Change User Level dialog. From the User Level drop-down list, select Team Member.
4. Click Change User Level to downgrade the user role.

Remove the User

1. On the User Details page for the desired user, click Remove from Project. The Remove from Project dialog opens. Be sure to review the summary of actions that is displayed before proceeding to remove the user.
2. If needed, from the Project drop-down list, select the relevant project.
3. Click Remove from Project. The user will be removed from the selected project.

The record of a user who was removed from all projects is maintained in the account's database. This means that a removed user can still log in to CloudShare; however, that user will be denied access to any functionality. Upon logging in, a removed user will see the message "You have no active environments".

Note: Complete deletion of a user (i.e., removal of the user's email address from a CloudShare account) can only be performed by the Account Manager. Contact CloudShare Support to delete a user.