Administrative permissions

Tags: Flow

What administration permissions can I grant users and roles?

As an organization administrator, you can use the Flow administration permissions to control user and role access to the administrative functions within the platform.

Flow supports the following administration permissions:

  • Manage Organization
  • Manage Users & Teams
  • Manage Calendars
  • Manage Roles
  • Manage User Invites
  • Manage User Permissions
  • Manage Targets
  • Manage API Keys
  • Manage Configuration
  • Manage Commits
  • Receive Daily Digest Email
  • Receive Weekly Digest Email
  • Manage Integrations
  • Manage Email Reporting
  • Manage Group Programming Settings
  • Manage Slack Integration

You need to grant additional administration permissions to a user or role. The instructions below walk you through the steps.

Note: Only the first user added to a Flow plan will have access to billing information.

Manage organization

Granting access to information about your organization

 Overview

Users with Manage organization access can perform the following:

How to access organization information

1: From the Settings menu, under User Management, click Role management

Then click Set default view rights.
2: Modify your organization details and click Save.

Manage User Permissions 

Manage user permissions pertains to what users can see and do in Flow, and allows you to delegate permissions to different users.  

Manage user permissions allows a user to:

  • View the user list and all users’ details pages

  • Assign a role to a user

  • Override a user’s role by assigning individual permissions at any level

  • Update their own permissions to any level

  • Update a User’s view rights

Note: Manage User Permissions does not provide the ability to manage a user’s team membership or aliases.

Manage users & teams

The Manage users & teams permissions allow a user to:

  • View the user list and all users’ details pages

  • Edit user details (not including sign in information)

  • Include/exclude users from metrics

  • Merge users and manage user aliases

  • Assign a role to a user*

  • Manage users’ team memberships

  • Create, edit, manage and delete teams

*As long as that role contains permissions that are equal to, or less than your own permissions.

How to access the users and teams pages

From the Settings menu, under User Management click Users OR Teams.

Learn more about managing users and teams.

Manage User Invites

Manage User Invites grants the ability to invite users into the application. This includes inviting users to login and removing users.

Best Practices

To enable an Administrative user to have the ability to invite users to Flow, edit permissions, and edit roles those invitees should have, that users needs to have the below permissions:

  • Manage roles

  • Manage user invites

  • Manage user permissions

To enable an Engineering Manager to invite or remove users from Flow, create and edit roles, and update the permissions and roles of any specific user, select the below permissions:

  • Manage user invites

  • Manage user permissions

  • Manage users & teams

Manage calendars

Grant access to manage calendars and events.

Overview

Granting a user permission to Manage calendars allows them to create and edit calendars and events.

How to access calendars

From the Settings menu, under Report Settings click Calendars.

Learn more about managing and creating calendars.

Manage roles

Users with permissions to Manage roles can add and delete roles from the roles page.  Roles set the tasks a user can perform within the platform. Roles allows you to create a set of permissions that grant a user access to certain reports, and tasks that they can perform in Flow. Roles can be set for multiple users at once, mitigating security concerns, and saving you time. 

How to access roles

From the Settings menu, under User Management click Role management.

You will see a list of the roles currently available on your account. For instructions to setup your own default roles, see setting up roles for user permissions.

Manage targets

Grant access to set targets within the code fundamental and review and collaboration reports.

 Overview

Anyone with access to Manage targets, will be able to set targets for any of the code fundamental reports and review and collaboration reports.

How to access targets

From the Settings menu, under Report Settings click Targets .

For more information on how to set up report targets visit setting code fundamental targets and setting review and collaboration targets.

Manage API keys

Grant access to API keys

Overview

Only owners on a Flow account have access to manage API keys. You must grant any non-owner permission to create and manage API keys. An example would be to give permission to a team lead to be able to distribute additional API keys for various integration projects.

How to access API keys

From Settings menu under Integrations click API keys.

Learn more about managing API keys and assigning a user access to the API.

 Manage configurations

What does Manage configurations option allow a user to do?

 Overview

Users with access to Manage configurations can modify the following options:

How to access configurations

From the Settings menu, under Report Settings click Configurations.

Manage commits

How does a user manually mark commits as outliers or a co-authored commit?

Use this permission when either Advanced Outlier Detection is turned "on" and/or when the Pair Programming feature is turned "on".

Overview

When using the advanced outlier detection settings and/or pair programming, users who have Manage commits administration permissions can manually mark any commit as an outlier or a pair commit in the Work log report

Note: In addition to granting access to Manage commits, the user will need access to the Work log report. You may also want to grant them access to Manage configurations if you want them to manage any other outlier or pair programming settings.

Where to manually mark commits as outliers or pair commits

You can manually mark commits in the Work log report. Navigate to the Work log report under your operational reports.

Learn more about how to manually mark a commit as an outlier or a paired commit.

Receive daily Digest Email

What does the Receive daily digest email administration permission do and how do I activate the option for a user?

 Overview

Want to grant a user or role the option to receive a summary of team activity for the previous day? The Receive daily digest email permission allows you to do just that.

How to Access the Setting for Daily Digest Emails

Step 1. From the Settings menu, under Report Settings click Messages.

Step 2: Click Personal settings, then check the box next to Daily digest.

Interested in learning more about daily Digest Emails, such as how the recipient’s riew rights affect the data in the emails? Visit the Digest Emails Help Doc.

There is also an option to receive emails weekly. Check out Receive weekly digest email.

Receive weekly Digest Email

What does the Receive weekly digest email administration permission do and how do I activate the option?

Overview

Want to grant a user or role the option to receive a summary of team activity for the previous week? The Receive weekly digest email permission allows you to do just that.

How to access the setting for weekly Digest Emails

Step 1. From the Settings menu, under Report Settings click Messages.

Step 2: Click Personal settings, then check the box next to Weekly digest.

Interested in learning more about Weekly Digest Emails, such as how the recipient’s View Rights affect the data in the emails? Visit the Digest Emails Help Doc.

There is also an option to receive emails daily. Check out Receive daily Digest Email.

Manage integrations

What does the Manage integrations option allow a user to do?

 Overview

Users you grant permissions to Manage integrations can do the following:

  • Add an integration
  • Select and view an integration
  • Delete an integration
  • Import and delete repositories
  • View pull request and ticket projects

How to access integrations

Step 1: From the Settings menu under Integrations click Integrations.

The help doc Manage integrations includes details about how to manage and add integrations. Check out Managing repositories to learn how to manage and import repositories.

Manage email reporting

Grant access to Email Reporting

Overview

Users with access to the Email Reporting option can generate, schedule, and send a report for offline viewing.

How to access Email Reporting

Step 1. From the Settings menu, under Report Settings click Messages.

Learn how to schedule and generate email reports.

Manage group programming settings

Adjust settings for pair commits.

Overview

Users with this permission can adjust the group programming settings.You will also need the Manage configurations permissions

How to access Group programming

Step 1: From the the Settings menu, under Report Settings, click Configurations.

Step 2: Click on the Group programming tab.

Learn more about Group Programming.

Manage Slack integration

Grant access to manage the Slack Integration

Overview

With this permissions users can create a Slack Integration and setup when and where messages will post in your Slack channels.

How to access the Slack integration

Step 1: From the Settings menu, under Report Settings click MessagesThen click on the Slack tab.

Learn more about the Slack Integration and how to setup messages.

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