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Apr 8, 2025
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New user roles and permissions defined #6143

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New user roles and permissions defined
danjohansenconsulting Apr 8, 2025
c70a99a
Merge branch 'main' into cloud-users-and-housekeeping
danjohansenconsulting Apr 8, 2025
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114 changes: 68 additions & 46 deletions docs/cloud/account-management/users.mdx
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Expand Up @@ -24,20 +24,24 @@ A user is anyone who logs in to Cypress Cloud.
## Invite users

Organization [owner or admin](#User-roles) roles can invite
[Cypress Cloud](https://on.cypress.io/cloud) users. Those invited will see all
projects and tests run for the organization.
[Cypress Cloud](https://on.cypress.io/cloud) users. Those invited will see
the projects and tests the user has [team permissions](/cloud/account-management/teams#Assign-projects-to-a-team)
to view.

_Note: only owners can give other users 'owner' access._

### Invite a user to an organization:

1. Select the [organization](/cloud/account-management/organizations) you
want to invite a user to.
2. Click **Users**, then **Invite User**.
3. Fill in their email and select their [role](#User-roles), then click **Invite
User**.
4. The user will receive an invitation email with a link to accept the
invitation.
2. Click **Users & Teams**, then **Invite User**.
3. Add one or more emails, pressing **Enter** after each one, and select their [role](#User-roles).
4. Click **Invite User**.
5. The user will receive an invitation email with a link to accept the invitation.

If you prefer to send your own message to users and include a link to join the organization,
you can click **Copy invite link** and all users who accept this invitation will be given
the default role of **Member**.

<DocsImage
src="/img/cloud/users/invite-user-dialog.jpg"
Expand Down Expand Up @@ -82,51 +86,69 @@ See
Users can be assigned roles that affect their access to certain features of
[Cypress Cloud](https://on.cypress.io/cloud).

- **Member:** Can see projects, runs, and keys.
- **Admin:** Can also invite, edit and delete users.
- **Owner:** Can also transfer or delete projects. Can delete and edit the
organization.
- **Viewer:** Can see projects and runs but not make any changes.
- **Member:** Can see projects, runs, record keys, and adjust App Quality configuration.
- **Team Admin:** Can manage the member list for projects where the Team Admin is a member, and edit project configurations.
- **Org Admin:** Can manage all users within the organization, and edit both organization and project configurations.
- **Org Owner:** Can manage all aspects of the organization and projects.

The permissions for each user role for Cypress Cloud:

| Permission | Member | Admin | Owner |
| ----------------------------------------------- | ------ | ----- | ----- |
| See test results of private projects | ✅ | ✅ | ✅ |
| See record keys of projects | ✅ | ✅ | ✅ |
| See billing and usage information | | ✅ | ✅ |
| Edit billing information | | ✅ | ✅ |
| See users invited to organization | | ✅ | ✅ |
| Resend invitation to invited user | | ✅ | ✅ |
| Invite 'member' to organization | | ✅ | ✅ |
| Invite 'admin' to organization | | ✅ | ✅ |
| See user requests to join organization | | ✅ | ✅ |
| Accept user requests to join organization | | ✅ | ✅ |
| Remove 'member' from organization | | ✅ | ✅ |
| Remove 'admin' from organization | | ✅ | ✅ |
| Edit 'member' in organization | | ✅ | ✅ |
| Edit 'admin' in organization | | ✅ | ✅ |
| Edit project name | | ✅ | ✅ |
| Edit project status (private/public) | | ✅ | ✅ |
| Add or delete record keys | | ✅ | ✅ |
| Set up GitHub Integration | | ✅ | ✅ |
| Set up Slack Integration | | ✅ | ✅ |
| Invite 'owner' to organization | | | ✅ |
| Edit 'owner' in organization | | | ✅ |
| Remove 'owner' from organization | | | ✅ |
| Add, edit, remove user in personal organization | | | ✅ |
| Edit organization name | | | ✅ |
| Delete organization | | | ✅ |
| Transfer project to another organization | | | ✅ |
| Delete project | | | ✅ |
| Set up SSO | | | ✅ |
**Organization-level permissions**

| Permission | Viewer | Member | Team Admin | Org Admin | Org Owner |
| ----------------------------------------- | ------ | ------ | ---------- | --------- | --------- |
| See billing and usage information | | | | ✅ | ✅ |
| Edit billing information | | | | ✅ | ✅ |
| Invite 'member' to organization | | | | ✅ | ✅ |
| Invite 'admin' to organization | | | | ✅ | ✅ |
| Invite 'owner' to organization | | | | | ✅ |
| See users invited to organization | | | | ✅ | ✅ |
| Resend invitation to invited user | | | | ✅ | ✅ |
| See user requests to join organization | | | | ✅ | ✅ |
| Accept user requests to join organization | | | | ✅ | ✅ |
| Edit users in organization | | | | ✅ | ✅ |
| Remove users from organization | | | | ✅ | ✅ |
| Edit 'owner' in organization | | | | | ✅ |
| Remove 'owner' from organization | | | | | ✅ |
| Create and edit teams | | | | ✅ | ✅ |
| Assign projects to a team | | | | ✅ | ✅ |
| Remove projects from a team | | | | ✅ | ✅ |
| Assign members to a team | | | ✅ | ✅ | ✅ |
| Remove members from a team | | | ✅ | ✅ | ✅ |
| Set up organization GitHub Integration | | | | ✅ | ✅ |
| Set up organization Slack Integration | | | | ✅ | ✅ |
| Set up organization MS Teams Integration | | | | ✅ | ✅ |
| Edit organization name | | | | | ✅ |
| Delete organization | | | | | ✅ |
| Set up SSO | | | | | ✅ |
| View Enterprise Reporting | ✅ | ✅ | ✅ | ✅ | ✅ |

**Project-level permissions**

| Permission | Viewer | Member | Team Admin | Org Admin | Org Owner |
| ---------------------------------------- | ------ | ------ | ---------- | --------- | --------- |
| See test results of private projects | ✅ | ✅ | ✅ | ✅ | ✅ |
| See record keys of projects | | ✅ | ✅ | ✅ | ✅ |
| Edit App Quality configuration | | ✅ | ✅ | ✅ | ✅ |
| Edit project name | | | ✅ | ✅ | ✅ |
| Edit project status (private/public) | | | ✅ | ✅ | ✅ |
| Add or delete record keys | | | ✅ | ✅ | ✅ |
| Configure project GitHub Integration | | | ✅ | ✅ | ✅ |
| Configure project Slack Integration | | | ✅ | ✅ | ✅ |
| Configure project MS Teams Integration | | | ✅ | ✅ | ✅ |
| Transfer project to another organization | | | ✅ | ✅ | ✅ |
| Delete project | | | ✅ | ✅ | ✅ |

## User requests

Users can "request" access to a given organization. If a developer on your team
has access to Cypress and your project's source code - they can request to be
given access to your organization. This means instead of you having to invite
team members up front, they can request access and you can choose to accept or
deny them access.
Cypress App users can "request" access to a given organization. If a developer on
your team has access to Cypress and your project's source code - they can request
to be given access to your organization from within the Cypres App. This means
instead of you having to invite team members up front, they can request access and
you can choose to accept or deny them access.

_Note: this option is not available if your Cloud organization is configured for SSO._

<DocsImage
src="/img/cloud/users/request-access-to-organization.png"
Expand Down
6 changes: 0 additions & 6 deletions docs/cloud/integrations/source-control/bitbucket.mdx
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Expand Up @@ -18,12 +18,6 @@ sidebar_label: Bitbucket

:::

:::caution

<Icon name="exclamation-triangle" /> Bitbucket integration is currently in beta

:::

[Cypress Cloud](https://on.cypress.io/cloud) can integrate your Cypress tests
with your Bitbucket workflow via [status checks](#Status-checks) and
[pull request comments](#Pull-Request-comments). A project first needs to be
Expand Down
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