Environment access management
Use Manage access in an environment to choose which organization members can access it. You can allow organization-wide access or select individual members for a private environment.
Environment access and role permissions work together. Access lets a member reach the environment; their role determines which actions they can perform there.
Project groups and environments have separate access settings and member lists. To manage access to a group's projects, see Project group.
Before you start
Full Admins can change the access setting and add or remove organization members. Open an existing environment's Settings and select Manage access.
If your account cannot change environment access, the Public and Private options and member removal buttons are disabled. The member selector, Add, and Save controls are not shown.
Members you add must already belong to the organization. To invite someone first, see Organization users.
Choose public or private access
| Setting | Access for Project Admins and Content Editors |
|---|---|
| Public | Members of the organization can access the environment without being selected individually. |
| Private | Members must be added to the environment's access list. |
Full Admins and Agents retain access to private environments without being added to the list. Removing a Full Admin from the list does not remove the access granted by their role.
The Guest role does not receive organization-wide environment access through these settings.
Allow organization-wide access
- In Manage access, select Public.
- Select Save.
Selecting Public hides Who has access. Saving clears the previously saved list of individually selected members. If you later reopen the settings and switch back to Private, select the members who should have access before saving.
Restrict access to selected members
- In Manage access, select Private. The Who has access section appears.
- Open the member selector and use Search by name or email... to find organization members.
- Select one or more members. Add appears when members are selected.
- Select Add to put them in the access list.
- Review the list and select Save.
The list shows each selected member's name, email address, and role. Adding a member who is already listed does not create a duplicate entry.
Remove a member from a private environment
- In Manage access, select Private if needed.
- Under Who has access, select the Remove button beside the member.
- Select Save to submit the updated list.
For a Project Admin or Content Editor, removal from the saved list removes their access to that private environment. Full Admins and Agents retain access through their roles.
Save your changes
Changing the access setting or adding or removing members enables Save. Selecting Add or Remove only changes the list in the form; select Save to save the configuration.
A successful save displays Environment user access updated successfully. If the request fails, an error message is displayed.
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