This guide explains how to invite users to Cmd projects, and choose which privileges to give them. 

For organizations with multiple Cmd projects, users (other than global admins) must be added to each project individually. Note that users who are not global admins can have different account types in different projects.

Table of contents

 
Adding a new user

  1. In the top-right corner of the web app, click the current project's name to open the drop-down menu. To add users to a project other than the current one, switch to it before proceeding.
     
  2. Select Project & app settings.
     
  3. You'll find yourself on the 'Users & roles' page.
     
  4. On the right side, click Create user.
     
  5. Add the new user's basic information:
    'Name' — a real name
    'User name' — a unique identifier for the Cmd account. Used to enforce custom policies and identify the user in exported and in-app Cmd data.
    'Email address' — the user's email
    Note: To later enable SAML, ensure this email address matches the user's account in your SAML application.
  6. To grant global admin access, check 'Set as global admin'. (Only possible for global admins.)
  7. Otherwise, choose an account type for the user from the available options.
  8. Add any desired roles to the user.
     
  9. Click Create.

Cmd will email the new user an invitation with instructions for setting up their account.
 

Granting a user access to an additional project

Note that this process applies only to viewers and server operators. To grant an existing user access to an additional project, do the following:

  1. In the top-right corner of the web app, click the current project's name to open the drop-down menu. Select the project you wish to grant access to.
     
  2. Open the drop-down menu again. Select Project & app settings.
     
  3. You'll find yourself on the 'Users & roles' page.
     
  4. On the right side, click the down arrow next to 'Create user' and select Assign user.
     
  5. Type the name or email of the user, or select them from the drop-down list.
     
  6. Click Save.

 
Adding multiple users to a project simultaneously

To add a large number of users to a project at once, create a simple CSV (comma-separated value) file. Here is an example of the correct format:

John Doe,johndoe@gmail.com
Jane Doe,jonedoe@gmail.com


If you're planning to enable SAML, ensure the email addresses used here match the email addresses used in the related SAML application.

With your CSV prepared, follow these steps to add the users to Cmd:

  1. In the top-right corner of the web app, click the current project's name to open the drop-down menu.
     
  2. Select Project & app settings.
     
  3. You'll find yourself on the 'Users & roles' page.
     
  4. On the right side of the page, click the down arrow and select Import users.
     
  5. Click Choose File and upload the CSV.
     
  6. If prompted, enter your password and click Verify.
      
  7. All the users in the CSV file get added to the system. To finish setting up these users, edit each user and assign them a user role.

  

Related resources:

How to manage users and roles
 
The Projects documentation 

 
 

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