Manage members, groups, user types, and roles
How to manage members, groups, user types, and roles in your Unity organization
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Members are the individual users who participate in your organization.
The organization Owner can manage the organization members:
- Add members to an organization
- Assign a user type and roles
- Remove members
Read more about user types, roles, and permissions.
Add members to an organization
To add members to an organization, follow these steps:
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In the Unity Dashboard, open the Account menu and select Manage organization.
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In the Administration menu, select Members.
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Select Invite organization members.
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Enter the email address of the member whom you want to add. To validate the email address, click outside the field.You must do this individually for each email address that you want to add.
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Assign a user type to each invited member.You can edit the user type later.
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Select Send invites.
Assign a user type and roles to members
User type and roles at the level of the organization
The user type and roles define user rights for individual organization members. Some features are gated behind role requirements. Read more about user types, roles, and permissions.
To assign a user type and roles to a member in an organization, follow these steps:
- In the Unity Dashboard, open the Account menu and select Manage organization.
- In the Administration menu, select Members.
- Select the member whose user type or role you want to change.
- On the Member Details page, select the Edit icon under the user name.
- Select the user type that you want to assign to the member, and then select Save.
- Select Assign Roles to open the role assignment view.
- Select the applicable roles, and then select Save.
User type and roles at the level of the project
To access a project, organization members must have the User type for this project.
A member's user type can differ in each project according to their level of involvement, but its level can't be lower than the member's user type at the level of the organization.
Because each project can have different services enabled and each project is tied to an organization, only that organization Owner can enable and disable services for the organization's projects. Regardless of your subscription tier or seat, you need certain user types or roles within an organization to use specific products or view related data on the Unity Dashboard.
When you invite someone from outside the organization to your project, this person has access only to the selected project, but not to information about the organization or your subscription. The same applies to organization members with the User or Guest role.
Add a member to a project
To add a member to a project, follow these steps:
- In the Unity Dashboard, select Home > Projects.
- Select a project.
- In the primary navigation menu, select Members.
- Select Add members.
- In the Users and emails field, enter the user email address.
- Select Add to project.
Manage a member in a project
You can change a member's user type and roles in a project.
By default, all project members have the same user type as in the organization. Any changes that you make apply only to the permissions for the selected project and don't affect member user types in the organization as a whole.
To change a member's user type or roles or in a project, follow these steps:
- In the Unity Dashboard, select Home > Projects.
- Select a project.
- In the primary navigation menu, select Development > Members.
- In the Members tab, navigate to the member whom you want to edit. Go to the Manage roles menu (…), and select Edit user type in project.
- Select the user type that you want to assign to the member, and then select Save.
- From the Manage roles menu (…), select Edit roles in project.
- Select the roles that you want to assign to the member, and then select Save.
Remove a member or a group from an organization
To remove a member or a group from an organization, follow these steps:
- In the Unity Dashboard, open the Account menu and select Manage organization.
- In the Administration menu, select Members.
- Navigate to the member who you want to remove.
- Go to the Manage roles menu (…), select Remove from organization, and then select Delete.