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 Billing
- Manage Users & Teams
- Manage Calendars
- Manage Roles
- 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.
Manage organization
Granting access to information about your organization
Overview
Users with Manage organization access can update the name and URL that identify the organization, as well as perform the following:
- Set default view rights
- Enable advanced view rights
How to access organization information
Step 1: From the Settings menu, under User Management, click Org name & URL.
Manage billing
Granting access to billing information
Overview
Users with access to billing information can update and manage payment information for the organization.
Accessing billing details
Step 1: From the Settings menu under Integrations, click Billing.
Manage users & teams
Grant access to manage users and teams
Overview
Users with access to the Users & Teams can manage and create teams, manage all Users, invite new Users and add Users to teams. They can also perform advanced tasks such as including/excluding Users on reports and merging User Aliases to remove duplication.
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 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
Grant access to roles
Overview
Users with permissions to Manage roles can add, update, and delete roles. Roles dictate the tasks a user can perform within the platform.
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:
- Modify and adjust report preferences
- Adjust general account configurations
- Advanced outlier detection settings - manage outlier detection settings plus manually marked commits.
How to access configurations
Step 1: 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
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: Locate Email digest preferences and click Daily digest.
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: Locate Email digest preferences and click 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 third tab Group programming.
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 Messages.
Learn more about the Slack Integration and how to setup messages.
If you need help, please email support@pluralsight.com for 24/7 assistance.