Info
Organization account features are currently in closed beta.
Keep an eye on our blog and twitter to be one of the first to know how you can begin using them.
Project actions
This section describes the actions that can be performed within a project in an organization account.
Note
All actions assume an authorized user has logged into their account.
Create a project
Actor: Any member of the organization
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Scroll down to the bottom of the page and enter a name for the new project
- Click on Create and add a new project
Transfer a project
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Scroll down to the bottom of the page and select a project from the drop down list. The projects associated with the user will appear in the list.
- Click on Transfer existing project
The ownership of the project has now shifted to the organization from the individual user. This action is applicable only if the owner has pre-existing projects associated with their individual user account.
Add internal collaborator
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Collaborators
- Select a team within the organization or enter a username
- Assign a role for the collaborator
- Click on Add
If the user is not a member of the organization, they will receive an invitation to join the project as a collaborator.
Add external collaborator
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Collaborators
- Enter a username
- Assign a role for the collaborator
- Click on Add
Remove a collaborator
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Collaborators
- Click on Remove for a specific collaborator
- Enter the team name or username of the collaborator
- Click on Remove
Revoke a collaborator invitation
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Collaborators
- Click on Revoke invite and then confirm the operation
Remove project from organization
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Settings
- Click on Remove project
- Enter the project name and click on Remove project
All team collaborators will lose the role permission assigned to the team. Individual owners and maintainers will retain their permissions.
Transfer a project to another organization
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Settings
- Click on Transfer project
- Select an organization in the drop down list
- Enter the project name and click on Transfer project
The project can be transferred to any organization owned by the user. Teams within the organization will lose their collaboration permissions. Individual project owners and maintainers will retain their permissions.
Delete a project
Actor: Owner
- Click on Your organizations
- Click on Manage for a specific organization
- Click on Projects
- Click on Manage for a specific project
- Click on Settings
- Click on Delete project
- Enter the project name and click on Delete project