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.
Who can use this?
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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:
- Set default view rights
- Enable advanced view rights
Organization information
To access organization information:
- Click Role management in the Settings menu under User management.
- Click Set default view rights.
- Modify your organization details.
- 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 as long as that role contains permissions that are equal to, or less than your own permissions.
Manage users’ team memberships
Create, edit, manage and delete teams
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.
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 Team health insights and Review collaboration.
Anyone with access to Manage targets, will be able to set targets for Team health insights and Review collaboration.
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 targets.
Manage API keys
Grant access to API keys
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?
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
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".
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 Daily check 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
From the Settings menu, under Report Settings click Messages.
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 settings for weekly Digest emails
From the Settings menu, under Report Settings click Messages.
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 Digest email.
Manage integrations
Manage integrations permissions is a set of access permissions for integration data. You can provision user access for integrations, repos, PR projects, and ticket projects. Managing integration access prevents users from accidentally deleting data.
Manage integrations permission allows you to modify three levels of access:
View only - The user can see integrations, repos, PR projects, and ticket projects, but cannot perform any actions on these pages.
View and manage - The user can see integrations, repos, PR projects, and ticket projects, and can perform most actions on these pages. They can remove repos, but cannot delete an integration.
View, manage, and delete - The user can see integrations, repos, PR projects, and ticket projects, and can perform any actions on these pages.
How to access integrations
You can access Manage integrations permissions from the Roles page or the User details page.
To access Manage integrations permissions from the Roles page:
Navigate to the Settings menu and select Role management.
In the far right column, select the epsilon next to the role you want to edit. Select edit.
You will see the Edit role dialog box appear. Scroll down to find Manage Integrations.
Select the level of access and click Save.
To access Manage integrations permissions from the User details page:
Navigate to the Settings menu and select Users.
Select a user to view the User details page.
Select the Access tab.
In the Management column, find Manage Integrations.
Select the level of access and click Save.
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
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
From the the Settings menu, under Report Settings, click Configurations.
Click on the Group programming tab.
Learn more about Group Programming.
Manage Slack integration
Grant access to manage the Slack Integration
Overview
With this permission, users can create a Slack Integration and set up when and where messages will post in your Slack channels.
How to access the Slack integration
From the Settings menu, under Report Settings click Messages. Then click on the Slack tab.
Learn more about the Slack Integration and how to setup messages.
If you need help, please email Support (opens email form) for 24/7 assistance.