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diff --git a/doc/user/project/members/index.md b/doc/user/project/members/index.md index 7dc1a9c612f..ab33ff0f6d8 100644 --- a/doc/user/project/members/index.md +++ b/doc/user/project/members/index.md @@ -1,10 +1,10 @@ --- -stage: none -group: unassigned +stage: Manage +group: Access info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments --- -# Members of a project +# Members of a project **(FREE)** Members are the users and groups who have access to your project. @@ -17,12 +17,13 @@ to perform actions. Prerequisite: -- You must have maintainer or owner [permissions](../../permissions.md). +- You must have the [Maintainer or Owner role](../../permissions.md). To add a user to a project: 1. Go to your project and select **Members**. -1. On the **Invite member** tab, under **GitLab member of Email address**, type the username or email address. +1. On the **Invite member** tab, under **GitLab member or Email address**, type the username or email address. + In GitLab 13.11 and later, you can [replace this form with a modal window](#add-a-member-modal-window). 1. Select a [role](../../permissions.md). 1. Optional. Choose an expiration date. On that date, the user can no longer access the project. 1. Select **Invite**. @@ -30,15 +31,24 @@ To add a user to a project: If the user has a GitLab account, they are added to the members list. If you used an email address, the user receives an email. +If the invitation is not accepted, GitLab sends reminder emails two, +five, and ten days later. Unaccepted invites are automatically +deleted after 90 days. + +If the user does not have a GitLab account, they are prompted to create an account +using the email address the invitation was sent to. + ## Add groups to a project -When you assign a group to a project, each user in the group gets access to the project, -based on the role they're assigned in the group. However, the user's access is also -limited by the maximum role you choose when you invite the group. +When you add a group to a project, each user in the group gets access to the project. +Each user's access is based on: + +- The role they're assigned in the group. +- The maximum role you choose when you invite the group. Prerequisite: -- You must have maintainer or owner [permissions](../../permissions.md). +- You must have the [Maintainer or Owner role](../../permissions.md). To add groups to a project: @@ -61,7 +71,7 @@ retain the same permissions as the project you import them from. Prerequisite: -- You must have maintainer or owner [permissions](../../permissions.md). +- You must have the [Maintainer or Owner role](../../permissions.md). To import users: @@ -74,20 +84,39 @@ A success message is displayed and the new members are now displayed in the list ## Inherited membership -When your project belongs to a group, group members inherit the membership and permission -level for the project from the group. +When your project belongs to a group, group members inherit their role +from the group.  -From the image above, we can deduce the following things: +In this example: + +- Three members have access to the project. +- **User 0** is a Reporter and has inherited their role from the **demo** group, + which contains the project. +- **User 1** belongs directly to the project. In the **Source** column, they are listed + as a **Direct member**. +- **Administrator** is the [Owner](../../permissions.md) and member of all groups. + They have inherited their role from the **demo** group. + +## Remove a member from a project + +If a user is a direct member of a project, you can remove them. +If membership is inherited from a parent group, then the member can be removed only from the parent +group itself. -- There are 3 members that have access to the project. -- User0 is a Reporter and has inherited their permissions from group `demo` - which contains current project. -- User1 is shown as a **Direct member** in the **Source** column, therefore they belong directly - to the project we're inspecting. -- Administrator is the Owner and member of **all** groups and for that reason, - there is an indication of an ancestor group and inherited Owner permissions. +Prerequisite: + +- You must have the [Owner role](../../permissions.md). +- Optional. Unassign the member from all issues and merge requests that + are assigned to them. + +To remove a member from a project: + +1. Go to your project and select **Members**. +1. Next to the project member you want to remove, select **Remove member** **{remove}**. +1. Optional. In the confirmation box, select the **Also unassign this user from related issues and merge requests** checkbox. +1. Select **Remove member**. ## Filter and sort members @@ -95,22 +124,21 @@ From the image above, we can deduce the following things: > - [Improved](https://gitlab.com/groups/gitlab-org/-/epics/4901) in GitLab 13.9. > - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/299954) in GitLab 13.10. -The following sections illustrate how you can filter and sort members in a project. To view these options, -navigate to your desired project, go to **Members**, and include the noted search terms. - -### Membership filter - -By default, inherited and direct members are displayed. The membership filter can be used to display only inherited or only direct members. +You can filter and sort members in a project. -#### Display inherited members +### Display inherited members -To display inherited members, include `Membership` `=` `Inherited` in the search text box. +1. Go to your project and select **Members**. +1. In the **Filter members** box, select `Membership` `=` `Inherited`. +1. Press Enter.  -#### Display direct members +### Display direct members -To display direct members, include `Membership` `=` `Direct` in the search text box. +1. Go to your project and select **Members**. +1. In the **Filter members** box, select `Membership` `=` `Direct`. +1. Press Enter.  @@ -126,36 +154,41 @@ You can sort members by **Account**, **Access granted**, **Max role**, or **Last  -## Invite people using their e-mail address +## Request access to a project -NOTE: -In GitLab 13.11, you can [replace this form with a modal window](#add-a-member-modal-window). +GitLab users can request to become a member of a project. -If a user you want to give access to doesn't have an account on your GitLab -instance, you can invite them just by typing their e-mail address in the -user search field. +1. Go to the project you'd like to be a member of. +1. By the project name, select **Request Access**. - + -As you can imagine, you can mix inviting multiple people and adding existing -GitLab users to the project. +An email is sent to the most recently active project maintainers. +Up to ten project maintainers are notified. +Any project maintainer can approve or decline the request. - +If a project does not have any maintainers, the notification is sent to the +most recently active owners of the project's group. + +If you change your mind before your request is approved, select +**Withdraw Access Request**. -Once done, hit **Add users to project** and watch that there is a new member -with the e-mail address we used above. From there on, you can resend the -invitation, change their access level, or even delete them. +## Prevent users from requesting access to a project - +You can prevent users from requesting access to a project. + +Prerequisite: -While unaccepted, the system automatically sends reminder emails on the second, fifth, -and tenth day after the invitation was initially sent. +- You must be the project owner. -After the user accepts the invitation, they are prompted to create a new -GitLab account using the same e-mail address the invitation was sent to. +1. Go to the project and select **Settings > General**. +1. Expand the **Visibility, project features, permissions** section. +1. Under **Project visibility**, select **Users can request access**. +1. Select **Save changes**. -NOTE: -Unaccepted invites are automatically deleted after 90 days. +## Share a project with a group + +Instead of adding users one by one, you can [share a project with an entire group](share_project_with_groups.md). ### Add a member modal window @@ -172,10 +205,10 @@ This feature might not be available to you. Check the **version history** note a In GitLab 13.11, you can optionally replace the form to add a member with a modal window. To add a member after enabling this feature: -1. Go to your project's page. -1. In the left sidebar, go to **Members**, and then select **Invite members**. -1. Enter an email address, and select a role permission for this user. -1. (Optional) Select an **Access expiration date**. +1. Go to your project and select **Members**. +1. Select **Invite members**. +1. Enter an email address and select a role. +1. Optional. Select an **Access expiration date**. 1. Select **Invite**. ### Enable or disable modal window **(FREE SELF)** @@ -196,65 +229,3 @@ To disable it: ```ruby Feature.disable(:invite_members_group_modal) ``` - -## Project membership and requesting access - -Project owners can : - -- Allow non-members to request access to the project. -- Prevent non-members from requesting access. - -To configure this, go to the project settings and click on **Allow users to request access**. - -GitLab users can request to become a member of a project. Go to the project you'd -like to be a member of and click the **Request Access** button on the right -side of your screen. - - - -After access is requested: - -- Up to ten project maintainers are notified of the request via email. - Email is sent to the most recently active project maintainers. -- Any project maintainer can approve or decline the request on the members page. - -NOTE: -If a project does not have any maintainers, the notification is sent to the -most recently active owners of the project's group. - - - -If you change your mind before your request is approved, just click the -**Withdraw Access Request** button. - - - -## Share project with group - -Alternatively, you can [share a project with an entire group](share_project_with_groups.md) instead of adding users one by one. - -## Remove a member from the project - -Only users with permissions of [Owner](../../permissions.md#group-members-permissions) can manage -project members. - -You can remove a user from the project if the given member has a direct membership in the project. -If membership is inherited from a parent group, then the member can be removed only from the parent -group itself. - -When removing a member, you can decide whether to unassign the user from all issues and merge -requests they are currently assigned or leave the assignments as they are. - -- **Unassigning the removed member** from all issues and merge requests might be helpful when a user - is leaving a private project and you wish to revoke their access to any issues and merge requests - they are assigned. -- **Keeping the issues and merge requests assigned** might be helpful for projects that accept public - contributions where a user doesn't have to be a member to be able to contribute to issues and - merge requests. - -To remove a member from a project: - -1. Go to your project and select **Members**. -1. Next to the project member you want to remove, select **Remove member** **{remove}**. -1. Optional. In the confirmation box, select the **Also unassign this user from related issues and merge requests** checkbox. -1. Select **Remove member**. |