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Manage members, user types, and roles

Invite members to your organization or projects, assign their user types and roles, and remove members who no longer need access.
阅读时间5 分钟最后更新于 16 小时前
Members are the individual users who participate in your organization.
The organization owner can manage the organization members:

Add members to an organization

To add members to an organization, follow these steps:
  1. In the Unity Dashboard, select Home > Manage organization.
  2. In the Administration menu, go to the Organization section and select Members.
  3. Select Invite organization members.
  4. Enter the email address of the member who you want to add. To validate the email address, select outside the Emails field.
    You must do this individually for each email address that you want to add.
  5. Assign a user type to each invited member.
    You can edit the user type later.
  6. Select Send invites.
    The invited members receive an email invitation to join the organization. After they accept the invitation, they join the organization. You can view the status of the invitations in the Members > Pending invites tab.

Assign a user type and roles to members

The user type and roles define permissions for individual organization members. Some features require specific roles. For more information, refer to User types, roles, and permissions.

User type and roles at the organization level

To assign a user type and roles to a member in an organization, follow these steps:
  1. In the Unity Dashboard, select Home > Manage organization.
  2. In the Administration menu, go to the Organization section and select Members.
  3. Select the member whose user type or role you want to change.
  4. On the Member Details page, select the Edit icon under the user name.
  5. Select the user type that you want to assign to the member, and then select Save.
  6. Select Assign Roles to open the role assignment view.
  7. Select the applicable roles, and then select Save.

User type and roles at the project level

To access a project, organization members must have a 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 organization level.
Each project belongs to an organization, and it can have different services enabled. Only the 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, they'd be able to access only the selected project, but not the information about the organization or your subscription. The same applies to organization members with the User or Guest user type.

Add a member to a project

To add a member to a project, follow these steps:
  1. In the Unity Dashboard, select Home > Development, and then select the project you want to add a member to from the dropdown menu.
  2. In the primary navigation menu, select Members.
  3. In the Members tab, select Add members.
  4. In the Add members dialog, select Invite members.
  5. In the Emails field, enter the user's email address.
  6. Assign a user type to the member. You can edit the user type later.
  7. Select Send invites.
    The member receives an email invitation to join the project. After they accept the invitation, they're added to the project. You can view the status of the invitations in the Members > Pending invites tab.

Manage members 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 in a project, follow these steps:
  1. In the Unity Dashboard, select Development, and then select the project from the dropdown menu.
  2. In the primary navigation menu, select Members.
  3. In the Project members tab, navigate to the member you want to edit.
  4. Open the Manage roles (⋮) menu, and then select Edit user type in project.
  5. Select the user type that you want to assign to the member, and then select Save.
  6. From the Manage roles (⋮) menu, select Edit roles in project.
  7. Select the roles that you want to assign to the member, and then select Save.

Remove a member from a project

To remove a member from a project, follow these steps:
  1. In the Unity Dashboard, select Development, and then select the project from the dropdown menu.
  2. In the primary navigation menu, select Members.
  3. Locate the member you want to remove and open the Manage roles (⋮) menu, then select Remove from project.
  4. When prompted, select Remove.
注意
Important: Removing a member from a project doesn't remove them from the organization. To remove a member from the organization, refer to Remove a member from an organization.

Remove a member from an organization

To remove a member from an organization, follow these steps:
  1. In the Unity Dashboard, select Home > Manage organization.
  2. In the Administration menu, go to the Organization section and select Members.
  3. Navigate to the member who you want to remove.
  4. Open the Manage roles (⋮) menu, select Remove from organization, and then select Remove when prompted.
    The user is removed from the organization and loses access to it and all its projects. If the user belongs to multiple organizations, they can still access other organizations.

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