Teams & Permissions

Overview

Teams can be used to group together different Members within your Organization and manage their access rights. When inviting a new Member, you will select an initial Team to place them in.

The first member of your Organization is automatically placed into the Owners team, which provides full access to all Teams, repositories, and settings under your Organization. Copia recommends that you do not invite new users directly to the Owners team until after verifying they have joined your organization, as the Owners team has access to dangerous operations (like deleting the entire Organization).

When using Team Mapping, team creation, deletion, and membership will be controlled exclusively via your Identity Provider. As such, you will not have the option to create/delete teams or update team memberships in the Copia application.

Create a Team

Navigate to the home page of your Copia organization and open the "Teams" page. Select the "Create New Team" button.

Provide a recognizable name, and optionally a description.

If your organization uses Single-Role Teams, you'll also need to select a role (Read, Write, or Admin) to apply to all members of this team. Members will not be able to have different roles within the team.

You can also choose whether members of that team will have access to all repositories / sites, or if they will be limited to specific repositories and DeviceLink sites added to that team.

When finished, select the Create Team button.

You should see your new team displayed in the Teams tab.

When you create a new team, you will not be added to the team by default. To add yourself to the new team, simply click on the Join Team button.

Add a Member to a Team

In order to add a user to a team, they must already have a Copia account and be a member of your organization. See Adding New Users to Your Organization for instructions on how to do so.

You can add members to a team to give them access to specific repositories in Copia.

Navigate to the Teams tab.

Find the team you wish to manage. Click on the name of the team.

You will be presented with a team management screen, where you can manage members, repositories, and overall settings for your team.

Select the "Members" sub-tab and click on Add Member to Team. Choose the Copia user you want to add. You can search for valid members by typing into the text input at the top of the dropdown.

Select the privileges for this member. This will set the access type for that member to all repositories associated with that team.

If your organization uses Single-Role teams, you won't be prompted to select a permission level, since the new team member will be automatically assigned their role.

There are several types of access levels you can assign. Check out the Permissions by Account Type section to learn more.

Remove a User from a Team

To remove an account holder from a team, navigate to the home page of your organization and open the Teams page.

Find the Member you want to take off the team and click the Remove From Team button.

Members who are removed from a team will still be part of the organization. In other words, they may still have an active read or write seat within the organization.

Edit Permissions

In Copia, users can have one of three permission levels (Read, Write, or Administrator) that are set on a team level.

To edit permissions for a member of a team, navigate to the home page of your organization and open the Teams page. Then select the team where you want to edit user permissions.

Choose the team you want to manage.

Single-Role Teams Enabled

If your organization uses Single-Role teams, you can change the permission level applied to the entire team. To do so, you'll need to click into the team settings:

The Team view with the Team Settings button highlighted

Then, you can choose the new access mode for the team. Make sure to click "Update Settings" to save your changes after changing the access mode:

The Team Settings view, with the Team Access Mode (Role) highlighted

Default: Single-Role Teams Disabled

If your organization is not using Single-Role teams, you should see a list of users, each of which has an assigned user privilege. Click the privilege dropdown to select a new permission for the user. Your new selection will automatically be saved.

Users may have different roles in each team that they belong to.

Add a Repository to a Team

Once you've created a Team and assigned its Members, you can grant that Team access to a specific set of repositories.

To add a repository to a team, navigate to the home page of your organization and open the Teams page. Then select the team to which you want to assign the repository.

Click on the Repositories sub tab.

Choose the repository you want to add. You can select from the dropdown or type the name of the repository within the field. Click Add Repository to grant access to the team.

All team members will have access to the repositories that are assigned to their team.

Accessing your Repositories

There are a few ways you can manage the repositories that you've been granted access to.

Home page

Your repositories will always be available from the home page. Simply click on the "Repositories" button to see all of your repositories.

From here, you can select the repository you wish to view by clicking on it.

Teams Screen

You can also filter your repositories by teams that have access to them.

Head to your organization's home page and go to the "Teams" page, then open the team whose repositories you want to see.

Choose the repository you want to view by clicking on it.

Deleting a Team

Teams can be deleted by accessing the Team Settings, and pressing the Delete Team button found at the bottom of the section. The user must have permission for this operation.