diff --git a/website/docs/docs/cloud/manage-access/about-access.md b/website/docs/docs/cloud/manage-access/about-access.md index d394c79baa3..ca2b7c7efe5 100644 --- a/website/docs/docs/cloud/manage-access/about-access.md +++ b/website/docs/docs/cloud/manage-access/about-access.md @@ -69,14 +69,10 @@ Cloud administrators can manage access to dbt Cloud resources via identity management software like Azure AD, Okta, or GSuite. See _SSO Mappings_ below for more information. -You can view the groups in your account or create new groups from the **Team > Groups** -page in your Account Settings. - - +You can view the groups in your account or create new groups from the **Groups & Licenses** +page in your Account Settings.
+ ### SSO mappings @@ -115,10 +111,7 @@ In the following example, the _dbt Cloud Owners_ group is configured with the **Account Admin** permission set on _All Projects_ and the **Job Admin** permission set on the _Internal Analytics_ project. - + ### Manual assignment diff --git a/website/docs/docs/cloud/manage-access/cloud-seats-and-users.md b/website/docs/docs/cloud/manage-access/cloud-seats-and-users.md index e1fe83a24f2..b9d031a873d 100644 --- a/website/docs/docs/cloud/manage-access/cloud-seats-and-users.md +++ b/website/docs/docs/cloud/manage-access/cloud-seats-and-users.md @@ -47,11 +47,14 @@ The following tabs detail steps on how to modify your user license count: If you're on an Enterprise plan and have the correct [permissions](/docs/cloud/manage-access/enterprise-permissions), you can add or remove licenses by adjusting your user seat count. Note, an IT license does not count toward seat usage. -- To remove a user, go to **Account Settings**, select **Users** under **Teams**. Select the user you want to remove, click **Edit**, and then **Delete**. This action cannot be undone. However, you can re-invite the user with the same info if you deleted the user in error.
+- To remove a user, go to **Account Settings** and select **Users**. + - Select the user you want to remove, click **Edit**, and then **Delete**. + - This action cannot be undone. However, you can re-invite the user with the same info if you deleted the user in error.
-- To add a user, go to **Account Settings**, select **Users** under **Teams**. Select [**Invite Users**](docs/cloud/manage-access/invite-users). For fine-grained permission configuration, refer to [Role based access control](/docs/cloud/manage-access/enterprise-permissions). +- To add a user, go to **Account Settings** and select **Users**. + - Click the [**Invite Users**](/docs/cloud/manage-access/invite-users) button. + - For fine-grained permission configuration, refer to [Role based access control](/docs/cloud/manage-access/enterprise-permissions). - @@ -72,14 +75,13 @@ To add a user in dbt Cloud, you must be an account owner or have admin privilege 1. From dbt Cloud, click the gear icon at the top right and select **Account Settings**. - + 2. In **Account Settings**, select **Billing**. 3. Enter the number of developer seats you want and make sure you fill in all the payment details, including the **Billing Address** section. Leaving these blank won't allow you to save your changes. -4. Press **Update Payment Information** to save your changes. - +4. Press **Update Payment Information** to save your changes. - + Now that you've updated your billing, you can now [invite users](/docs/cloud/manage-access/invite-users) to join your dbt Cloud account: @@ -95,11 +97,11 @@ To delete a user in dbt Cloud, you must be an account owner or have admin privil -2. In **Account Settings**, select **Users** under **Teams**. +2. In **Account Settings** and select **Users**. 3. Select the user you want to delete, then click **Edit**. 4. Click **Delete** in the bottom left. Click **Confirm Delete** to immediately delete the user without additional password prompts. This action cannot be undone. However, you can re-invite the user with the same information if the deletion was made in error. - + If you are on a **Teams** plan and you're deleting users to reduce the number of billable seats, follow these steps to lower the license count to avoid being overcharged: @@ -108,7 +110,7 @@ If you are on a **Teams** plan and you're deleting users to reduce the number of 2. Enter the number of developer seats you want and make sure you fill in all the payment details, including the **Billing Address** section. If you leave any field blank, you won't be able to save your changes. 3. Click **Update Payment Information** to save your changes. - + Great work! After completing these steps, your dbt Cloud user count and billing count should now be the same. @@ -136,7 +138,7 @@ to allocate for the user. If your account does not have an available license to allocate, you will need to add more licenses to your plan to complete the license change. - + ### Mapped configuration @@ -154,8 +156,7 @@ license. To assign Read-Only licenses to certain groups of users, create a new License Mapping for the Read-Only license type and include a comma separated list of IdP group names that should receive a Read-Only license at sign-in time. - + Usage notes: - If a user's IdP groups match both a Developer and Read-Only license type diff --git a/website/docs/docs/cloud/manage-access/enterprise-permissions.md b/website/docs/docs/cloud/manage-access/enterprise-permissions.md index 4ed7ab228e5..ba8cff00046 100644 --- a/website/docs/docs/cloud/manage-access/enterprise-permissions.md +++ b/website/docs/docs/cloud/manage-access/enterprise-permissions.md @@ -31,13 +31,13 @@ The user's [license](/docs/cloud/manage-access/seats-and-users) type always over Role-Based Access Control (RBAC) is helpful for automatically assigning permissions to dbt admins based on their SSO provider group associations. -1. Click the gear icon to the top right and select **Account Settings**. From the **Team** section, click **Groups** +1. Click the gear icon to the top right and select **Account Settings**. Click **Groups & Licenses** - + -1. Select an existing group or create a new group to add RBAC. Name the group (this can be any name you like, but it's recommended to keep it consistent with the SSO groups). If you have configured SSO with SAML 2.0, you may have to use the GroupID instead of the name of the group. -2. Configure the SSO provider groups you want to add RBAC by clicking **Add** in the **SSO** section. These fields are case-sensitive and must match the source group formatting. -3. Configure the permissions for users within those groups by clicking **Add** in the **Access** section of the window. - +2. Select an existing group or create a new group to add RBAC. Name the group (this can be any name you like, but it's recommended to keep it consistent with the SSO groups). If you have configured SSO with SAML 2.0, you may have to use the GroupID instead of the name of the group. +3. Configure the SSO provider groups you want to add RBAC by clicking **Add** in the **SSO** section. These fields are case-sensitive and must match the source group formatting. +4. Configure the permissions for users within those groups by clicking **Add** in the **Access** section of the window. + -4. When you've completed your configurations, click **Save**. Users will begin to populate the group automatically once they have signed in to dbt Cloud with their SSO credentials. +5. When you've completed your configurations, click **Save**. Users will begin to populate the group automatically once they have signed in to dbt Cloud with their SSO credentials. diff --git a/website/docs/docs/cloud/manage-access/invite-users.md b/website/docs/docs/cloud/manage-access/invite-users.md index 21be7010a30..242bc977dc8 100644 --- a/website/docs/docs/cloud/manage-access/invite-users.md +++ b/website/docs/docs/cloud/manage-access/invite-users.md @@ -5,7 +5,7 @@ id: "invite-users" sidebar: "Invite users" --- -dbt Cloud makes it easy to invite new users to your environment out of the box. This feature is available to all dbt Cloud customers on Teams or Enteprise plans (Developer plans are limited to a single user). +dbt Cloud makes it easy to invite new users to your environment out of the box. This feature is available to all dbt Cloud customers on Teams or Enterprise plans (Developer plans are limited to a single user). ## Prerequisites @@ -24,7 +24,7 @@ You must have proper permissions to invite new users: 3. Click on **Invite Users**. - + 4. In the **Email Addresses** field, enter the email addresses of the users you would like to invite separated by comma, semicolon, or a new line. 5. Select the license type for the batch of users from the **License** dropdown. @@ -40,7 +40,7 @@ dbt Cloud generates and sends emails from `support@getdbt.com` to the specified The email contains a link to create an account. When the user clicks on this they will be brought to one of two screens depending on whether SSO is configured or not. - + @@ -48,7 +48,7 @@ The email contains a link to create an account. When the user clicks on this the The default settings send the email, the user clicks the link, and is prompted to create their account: - + @@ -56,7 +56,7 @@ The default settings send the email, the user clicks the link, and is prompted t If SSO is configured for the environment, the user clicks the link, is brought to a confirmation screen, and presented with a link to authenticate against the company's identity provider: - + @@ -73,4 +73,4 @@ Once the user completes this process, their email and user information will popu * What happens if I need to resend the invitation? _From the Users page, click on the invite record, and you will be presented with the option to resend the invitation._ * What can I do if I entered an email address incorrectly? _From the Users page, click on the invite record, and you will be presented with the option to revoke it. 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