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Usermanagement

What user administration in Updraft looks like

Creating an organization

Once you have registered on getupdraft.com, you will automatically create a new organization.

Organization roles & user roles

These are the three roles within an organization:
Owner - Can view and edit all data of all app projects of his organization. Owner can create users and distribute all apps. Owner has access to the account settings and to plan & billing.
Admin - Can view and edit all data of projects where he has project access. Admin can add members and distribute apps.
Mobile-User - Can only install apps he has project access to. Can only log in on the mobile web app.
User Role
See all projects
See all Users
Price Plan & Billing
Manage Organization Account Settings
Create projects
Add apps
Manage App Settings
Invite Project Members
Invite Members
App Installation
Owner
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Admin
No
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Mobile-User
No
No
No
No
No
No
No
No
No
Yes
A user role is a collection of different permissions. During adding a new member to your project you can choose a user-role. You grant that member all permissions which this user-role contains as soon you added the member to your project.

Adding users to an organization

There are two ways to add users to an organization:
Directly to the organization:
  1. 1.
    On the left side navigation, select the user's page
  2. 2.
    Click on add new user
  3. 3.
    Type the user's email address and the name of the user
  4. 4.
    Add the user
This gives the user access to the organization. Per-Default with Admin-user role rights. However, they won't see any of the app projects listed in the organization unless they're explicitly invited to the app project as a member or if they create their own app project from the dashboard page. As soon as you have create your new user they will get an invitation e-mail to verify their account.
Directly within an existing project as a project member:
  1. 1.
    Select your app project
  2. 2.
    Go to Project Settings
  3. 3.
    Select Users & Permission (Project Members)
  4. 4.
    Invite new project member
  5. 5.
    Type the user's email address and select the user-role
  6. 6.
    Invite him
If the newly added member is already a user within your organization he will now have access to your app project with the given user-role.
If the new added member is not already a user of your organization, he will get an invitation e-mail from Updraft, after verifying his account he is able to see the app project where he was invited to.

List of Users of an organization

As the owner of your organization, you can view all the users in your organization. To do this, simply click on the Users page in the navigation bar.

Editing user role per project

As an Owner of an organization, you have the possibility to edit the user role per project per user (project access).

Remove user role from project

As an Owner of an organization, you have the possibility to remove a user from a project.
Select the user you would like to edit, select the project, click on the 3 dots and then remove it from the project.

Removing users from an organization

As an Owner you have the possibility to remove users from your organization. If you do so, they will lose all access to your organization account.
  1. 1.
    On the left side navigation, select the page Users
  2. 2.
    Select User from the list
  3. 3.
    Click on the 3 dots
  4. 4.
    Click on delete
  5. 5.
    Confirm

Transfer account owner rights

Only one person can have the rights of the account owner. A user with account owner privileges can transfer their account owner privileges to another user within their organization. As soon as an account owner has transferred his rights to another user, this user receives the user role 'Admin' and no longer has access to the projects of the organization.

Steps to transfer account owner

  1. 1.
    Login as account owner
  2. 2.
    Go to usermanagement page
  3. 3.
    Select the user you would like to transfer your owner account
  4. 4.
    Click on the 3 dots
  5. 5.
    Confirm it with your password
Transfer Ownership

Disable 2FA for single users (if enforced)

As an Owner you can always see the status of 2FA for all users from your organization.
If 2FA is enforced for your organization you can disable 2FA for specific users by:
  1. 1.
    On the left side navigation, select the page Users
  2. 2.
    Select User from the list
  3. 3.
    Check the status of 2FA
  4. 4.
    Disable it
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Last modified 1yr ago