User Management
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Copia makes a distinction between "Primary" and "Non-primary" organization members. Copia also enables organization administrators to control access to Copia for their Primary Organization members via deprovisioning and reprovisioning.
Every Copia user has one Primary Organization. Users become Primary Organization members when they are created by an organization (via email invitation or Directory Sync). Primary membership in an organization means the following:
Primary Organization members use the SSO portal associated with their primary organization.
SSO requirements for a user are determined by their Primary Organization's settings.
Administrators of an organization can deprovision and reprovision Primary members.
If a user needs to be assigned to a different Primary Organization, reach out to customer support.
Non-Primary members are any organization members that are not Primary members - they are Primary members of another organization.
These members are not subject to your organization's SSO requirements, so you should more carefully audit them. To make this easier, non-Primary membership is highlighted in team and organization UIs, and non-Primary members are always displayed above Primary members in the members section.
Organization administrators can "deprovision" Primary members, which prevents them from logging into Copia. As such, deprovisioned members do not count towards your seat limit.
Non-destructive means the work (commits, PRs, etc.) of deprovisioned users isn't lost, nor are deprovisioned users removed from teams. Reversible means members can be reprovisioned.
Organization administrators can deprovision and reprovision primary members from the members section:
Organization administrators can also deprovision or reprovision primary members from the "Administrative Actions..." dropdown on the user's profile page:
To add a new user to Copia, you'll need to invite them to a specific team within the organization. First, navigate to the "Members" section of the home page.
Once in the Members view, click on the Invite New Member button. This option will only be available to users who are part of the Owners team.
An invitation email will automatically be sent to the invitee. Their account will appear in the Members tab in a pending state until they complete registration. If you'd prefer to cancel the invitation, simply click the Cancel Invitation button. Whenever they complete registration, the new Member will be added to your Organization and their account will move from the Pending Users tab to the All Users tab.
If you have not set up Directory Sync and you need to remove a user's access to your organization (for example, if the employee leaves your company), you should remove the user's access manually.
Organization admins cannot deprovision non-Primary members of their organization, since the lifecycle of those users is controlled by their Primary organization. Instead, you should remove them from the organization:
Find the user in the list, and click Remove from Org.
The following methods allow Organization administrators to manually deprovision / reprovision members. Copia recommends setting up to enable automatic deprovisioning / reprovisioning of members based on Identity Provider events.
If using , your organization membership will be controlled exclusively via your Identity Provider, and you will not have the option to add or remove users in Copia.
Enter the user's email address, Initial Team, and (if not using ) team privileges for the new individual. Click Send Invitation to continue.
There is one other mechanism aside from email invitations for adding new Members to your Organization - Directory Sync (SCIM). See for more details.
If you set up , users lose access to your organization automatically when you remove them in the Identity Provider.
To remove a Primary member's access to Copia, you should .