Project Management

Overview

As a Platform Admin of a project, you can:

• Add and remove team members from your project
• Assign roles to team members
• Configure repositories for GitOps deployments

Creating projects is restricted to Global Admins. If you need a new project, contact your platform administrator.

Managing Team Members

Viewing Current Members

1. Navigate to Settings in the left sidebar
2. Select your project from the project selector
3. Click on the Members tab

You will see a list of all users who have access to your project, along with their assigned roles.

Adding a Team Member

1. Navigate to Settings → Members
2. Click Add Member
3. Enter the user's email address
4. Select a role for the user:

Role	Permissions
Platform Admin	Full project management, can add members and repositories
Developer	Deploy and manage instances, view catalog
Viewer	Read-only access to catalog and instances

5. Click Add

The user will have access to your project on their next login.

Changing a Member's Role

1. Navigate to Settings → Members
2. Find the user in the list
3. Click the role dropdown next to their name
4. Select the new role
5. Confirm the change

Removing a Team Member

1. Navigate to Settings → Members
2. Find the user you want to remove
3. Click the Remove button (trash icon)
4. Confirm the removal

Removing a member immediately revokes their access to the project. They will no longer see the project in their project selector.

Managing Repositories

Repositories are required for GitOps and Hybrid deployment modes. Configure a repository to enable your team to deploy instances via Git.

Viewing Configured Repositories

1. Navigate to Settings in the left sidebar
2. Select your project
3. Click on the Repositories tab

Adding a Repository

1. Navigate to Settings → Repositories
2. Click Add Repository
3. Fill in the repository details:

Field	Description	Example
Repository URL	GitHub repository URL	https://github.com/myorg/manifests
Branch	Target branch for commits	main
Path	Directory path for manifests	apps/my-project

4. Configure authentication:

   • GitHub App (recommended): Select a configured GitHub App
   • Personal Access Token: Enter a PAT with repo access

5. Click Save

Testing Repository Connection

After adding a repository:

1. Click Test Connection next to the repository
2. Verify the connection status shows Connected

If the test fails, check:

• Repository URL is correct
• Authentication credentials are valid
• The branch exists
• You have write access to the repository

Editing a Repository

1. Navigate to Settings → Repositories
2. Click Edit next to the repository
3. Update the configuration
4. Click Save

Removing a Repository

1. Navigate to Settings → Repositories
2. Click Remove next to the repository
3. Confirm the removal

Removing a repository disables GitOps and Hybrid deployment modes for your project. Only Direct deployment will be available.

Role Permissions Summary

Action	Viewer	Developer	Platform Admin
View catalog	✓	✓	✓
View instances	✓	✓	✓
Deploy instances		✓	✓
Delete instances		✓	✓
Add/remove members			✓
Manage repositories			✓

Frequently Asked Questions

How do I create a new project?

Project creation is restricted to Global Admins. Contact your platform administrator to request a new project.

Why can't I add members?

Only Platform Admins can add members to a project. Check your role in the Members list. If you need this permission, ask a Platform Admin of your project to upgrade your role.

Why is GitOps mode not available?

GitOps and Hybrid modes require a configured repository. Add a repository in Settings → Repositories to enable these deployment modes.

How do I change my own role?

You cannot change your own role. Ask another Platform Admin in your project to update your permissions.

What happens when I remove a member?

The user loses all access to the project immediately. They will:

• No longer see the project in their project selector
• Lose access to all instances in the project
• Be unable to deploy to the project

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Next: Deployment Modes | Previous: Managing Instances