1. Using Visual Builder Studio
  2. Common Tasks
  3. Work with Projects
  4. Manage Project Users and Groups

Manage Project Users and Groups

After creating a project, you'll probably want to add team members to collaborate with. You may also want to allow or limit their access to project data or actions they can perform on the project.

You must have the Project Owner project membership to add and manage project users (team members) and groups from the Project Home page's Team tab. If you're a team member with read/write permissions (a Project Owner, Developer, or Developer Limited member), you can:
  • Export (download or copy to the clipboard) a CSV-, JSON-, and plain text-formatted users list that includes all the project's members, even those in groups.

    See Export the Users List.

  • Create a local VB Studio group from the Organization page. See Manage Local VB Studio Groups for more information.

You can add users who are assigned the DEVELOPER_ADMINISTRATOR (Developer Service Administrator) or the DEVELOPER_USER (Developer Service User) identity domain role to your project. If your organization administrator has already created VB Studio user groups or imported Oracle Identity Cloud Service (IDCS) groups to VB Studio, you can add them too.

Note that you can't add or remove users from the imported IDCS group. Only your organization administrator can, from the IDCS Console. After users have been added to or removed from that IDCS group, you should be able to see the changes after the imported IDCS group syncs with VB Studio, which happens about every five minutes.

You'll also have to contact your organization administrator to add a user who doesn't have the required identity domain role. To find your organization administrator, click Contacts under your user profile. Your administrator, or a list of administrators, will be displayed.

If your project extends an Oracle Cloud Application base application whose Oracle Cloud Applications environment includes VB Studio instances in multiple identity stripes, usernames and group names may look different from the ones you typically see. Username strings in multi-stripe environments will be made up of the Oracle Cloud Application username and environment name, where that user was defined.

For example, instances may have been created for these three environments: TEST, DEV, and DEV2. A unique user, say clara.coder, may have been defined for each of these pods. One identity could be represented as clara.coder-TEST, to distinguish her from her other unique identities, clara.coder-DEV and clara.coder-DEV2.

Users and groups from different stripes can be members of one VB Studio organization and they can all work together in a single VB Studio project that extends an Oracle Cloud Application base application. When you add users from these environments, make sure that you are adding the correct ones for your project.

When you add a user or a group, you assign one of these membership types:

  • Project Owner
  • Developer
  • Developer Limited
  • Contributor

Project users and groups are managed from the Project page's Team tab by performing these administrative tasks:

If you want to: Do this:

Add a user to the project
  1. In the left navigator, click Project Home Project Home.
  2. Click the Team tab.
  3. Click + Add Member.
  4. Click the Username drop-down list.
  5. Under Users, select the user.

    If you can't find a particular user, enter the user's name or username in the search box. As you begin typing, users matching the search term are displayed.

  6. From the membership option types, select the user's membership.
  7. Click Add.
Add a group to a project
  1. In the left navigator, click Project Home Project Home.
  2. Click the Team tab.
  3. Click + Add Member.
  4. Click the Username drop-down list.
  5. Under Groups, select the group.
  6. From the membership option types, select the membership you want to assign to the group's members.
  7. Click Add.

Add multiple users or groups to the project
  1. In the left navigator, click Project Home Project Home.
  2. Click the Team tab.
  3. Click + Add Member.
  4. Click the Username drop-down list.
  5. From the drop-down list, select a user or a group. Click Username again to select another user or group.

    If you can't find a particular user, enter the user's name or username in the search box. As you begin typing, users matching the search term are displayed.

  6. From the membership option types, select the user's membership.
  7. Click Add.

Change a user’s or a group's project membership

To change a user’s or a group's project membership, click the Change Membership icon Change Membership icon . From the dropdown, select a new project membership (Contributor, Developer, Developer Limited, or Project Owner).

Remove a user or a group from the project

Before removing a user, change the ownership of any assigned issues and merge requests to another user.

Select the user or group you want to remove, then click Remove the remove icon.

Note that you can't remove a user from a group. To do that, you need to contact your organization administrator.

Manage Local VB Studio Groups

Any user in the organization, even one who doesn't have organization administrator rights, can create a local VB Studio group. However, only an organization administrator with the DEVELOPER_ADMINISTRATOR VB Studio role can create an IDCS group and import it into VB Studio. So, any user with the DEVELOPER_USER VB Studio role (any user with a Project Owner, Developer, Developer Limited, or Contributor project membership) can create a local VB Studio group.

After you create a local VB Studio local group, you can add more members to or remove members from it, add the local group to projects, and delete local groups you've created. You can't modify or delete a local group you didn't create. When you add a local VB Studio group to a project, you can assign a common membership type to all of that group's users.

Email notifications are sent to users in a particular user group when that group is added to or removed from a project, or when that group's membership privileges are changed.

You can use the groups you define to:

This table describes the actions you can perform to create and manage local VB Studio groups.

Action How To

Create a VB Studio local group

  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Click + Create Group.
  4. In Type, if not already selected, select the VB Studio tile.
  5. In Name and Description (optional), enter the group's name and description.
  6. To see all members you can add, click the members list. Users who are assigned the DEVELOPER_ADMINISTRATOR or the DEVELOPER_USER IDCS role are displayed.
  7. From the users drop-down list, select users to add to the group.

    If you can't find a particular user, enter the user's name or username in the search box. As you type, the drop-down list displays users matching the search term.

  8. Click Create.
See a local group's members
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate the VB Studio group and click the user gravatars in the Members column.
Add members to an existing VB Studio local group you've created
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate the VB Studio group and click Add Member to the Group Add user.
  4. Click the members drop-down list.
  5. Select the user from the drop-down list.

    If you can't find the user, enter the user's name or username in the search box. As you type, users matching the search term are displayed.

  6. Click Add.
  7. In the Members tab, verify the added members.
  8. Click Close.
Remove members from a VB Studio local group
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate and double-click the VB Studio local group you created.
  4. In the Members tab, select the members to remove.
  5. Click Remove Members.
  6. Click Remove Members to confirm.
Add a local group to a project
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate the VB Studio group and click Add Group to a Project Add group to a project
  4. From the project drop-down list, select the project.
  5. From the roles list, select the role you want to assign to the group's members.
  6. Click Add.
  7. Click Close.
Remove a local group from a project
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate and double-click the VB Studio group.
  4. In the Projects tab, select the projects to remove.
  5. Click Remove Group from Projects.
  6. Click Remove Group from Projects to confirm.
See the projects a local group is added to
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate the VB Studio group and click the group's Projects column to see the list of projects.
  4. Click Close.
Edit a local group's name or description
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate and double-click the VB Studio group.
  4. Click Actions Actions menu and select Edit.
  5. Update the group's name and description
  6. Click Save.
  7. Click Close.
Delete a local group you've created
  1. In the left navigator, click Organization Organization.
  2. Click the Groups tab.
  3. Locate the VB Studio group.
  4. Click Delete.
  5. Click Delete to confirm.

Export the Users List

All users can export the project's users list, but project owners and administrators will use it the most. These lists can be used in compliance reports to show what the users' roles are (who has access to source code), their email addresses are, and so forth. This feature also comes in handy when customers want to migrate to another VB Studio instance in a different data center. Administrators can use generate these lists to and use them to easily set up the users in the new instance.

To export the project's list of users:
  1. From the Project Home page, choose a project and then select the Team tab.
    The Team panel displays.

    The Team tab shows All users: Alex Admin (Project Owner, Clara Coder (Developer Limited), Cody Contributor (Contributor), and Don Developer (Developer).

  2. Click Generate a list of current project members Generate a list of current project members.
    The Member List panel displays.

    The initial Member List panel shows the four project members (alex.admin, clara.coder, cody.contributor, and don.developer). The Extract members from groups checkbox is selected (default). The User names radio button is also selected (default).

  3. Select the Extract members from groups checkbox (default) to extract individual members from groups or show the groups only.
  4. Under Export format, select one of the following:
    • User names User names shows a list of users by "Username".
    • CSV CSV (Comma-Separated Values) shows a comma-separated list of users using the "Username","Name","Email","Gravatar hash","Project membership","Member type" format, including the header row as the first line:
      "Username","Name","Email","Gravatar hash","Project membership","Member type"
"alex.admin","Alex Admin","alex.admin@example.com","f16503adcb57babf7af69512d650748e","Project Owner","user"
"mary.jane","Mary Jane","mary.jane@example.com","834a227063b4c50c5b0af3564ba9b2d5","Project Owner","user"
"clara.coder","Clara Coder","clara.coder@example.com","a8b5f1d293f46f48d7011c7612072917","Developer Limited Access","user"
"cody.contributor","Cody Contributor","cody.contributor@example.com","277b45bbea3341d3de14dfeb19f6b8d7","Contributor","user"
"don.developer","Don Developer","don.developer@example.com","5e99c123bab8c0b3e8a529a76ff71d3a","Developer Full Access","user"

      The Gravatar hashes have been anonymized, by replacing a single random alphanumeric character in the hash with a random alphanumeric character (0-9 or a-f) so the hashes presented here don't represent hashes that can be reconstructed.

    • JSON JSON (JavaScript Object Notation) shows the users list in the following format (line breaks added for readability):
      [{"username":"alex.admin","fullname":"Alex Admin","email":"alex.admin@example.com",
"gravatar":"f16503adcb57bab87af69512d650748e","membership":["Project Owner"],"type":"user"},
{"username":"mary.jane","fullname":"Mary Jane","email":"mary.jane@example.com",
"gravatar":"834a227063b4c50c5b0af3564b99b2d5","membership":["Project Owner"],"type":"user"},
{"username":"clara.coder","fullname":"Clara Coder","email":"clara.coder@example.com",
"gravatar":"a8b5f1d293f46f48d7011c76120a2917","membership":["Developer Limited Access"],"type":"user"},
{"username":"cody.contributor","fullname":"Cody Contributor","email":"cody.contributor@example.com",
"gravatar":"277b45bbeaa341d3de14dfeb19f6b8d7","membership":["Contributor"],"type":"user"},
{"username":"don.developer","fullname":"Don Developer","email":"don.developer@example.com",
"gravatar":"5e99c123ba18c0b3e8a529a76ff71d3a","membership":["Developer Full Access"],"type":"user"}]
    • Plain text Plain text shows the list of users in the "Name","Username","Email"format.
  5. Click Copy to clipboard Copy to clipboard to copy the list of users to the clipboard.
  6. Click Download file Download file to download the file locally.
  7. Click Close when you're done.