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Merge pull request #1656 from cloud-gov/update-manage-user-roles-docu…
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Update manage user role instructions
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karareinsel authored Apr 30, 2020
2 parents b0e3f6b + ddb5ade commit 714e148
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44 changes: 18 additions & 26 deletions _docs/orgs-spaces/roles.md
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Expand Up @@ -20,33 +20,25 @@ Then, confirm with them that they have received and accepted the invite. Now the

After a user has a cloud.gov account and has logged in, an Org Manager can assign roles using the [dashboard](https://dashboard.fr.cloud.gov/) as follows.

### Adding users outside of your organization

> A bug exists in the current [dashboard (https://dashboard.fr.cloud.gov)](https://dashboard.fr.cloud.gov) which prevents adding a user outside of an organization to roles within that organization or spaces. If you are trying to add a user outside the organization, please follow these instructions.
Log into the old [dashboard-deprecated (https://dashboard-deprecated.fr.cloud.gov)](https://dashboard-deprecated.fr.cloud.gov)

1. Select the organization from the list on the main page
1. Scroll down to the “Organization users”
1. In the “User's email” box, enter the email of the user to add and select “Add user to this organization”
1. You can then assign users to roles in the organization and spaces on that page or you can follow the instructions using the new dashboard below


### Managing users in your organization

Log into the [Dashboard (https://dashboard.fr.cloud.gov)](https://dashboard.fr.cloud.gov)

1. In the left menu, click the “Cloud Foundry” entry
1. In the top blue bar, click on the “Organizations” tab or the box at the bottom, then click on the organization you would like to manage
{% asset roles-1-open-orgs-list.png alt="Open the organization to manage roles in the Cloud Foundry menu option" %}
1. Click on the “Users” box in the top blue bar or at the bottom
{% asset roles-2-open-users-list.png alt="Open the Users list" %}
1. To add a new user, set the left dropdown to “Users without roles” or “All users”, then in the right “Search by username” text entry, click and start typing their email address or some common keyword, like the domain name of a contractor
1. To the right of the user you want to manage, click the three-dot menu and select “Manage roles”
{% asset roles-3-open-manage-menu.png alt="Find a user and open the Manage Roles menu" %}
1. You’ll then be able to use checkboxes to set roles for that user within the org and its spaces
{% asset roles-4-select-role-changes.png alt="Set user roles via checkboxes" %}
1. Click "Apply" and check the resulting role changes, then "Apply" again to confirm
{% asset roles-5-apply-role-changes.png alt="Confirm and apply changes" %}

The user will immediately be granted access to the orgs and spaces you have set. Repeat the process to add or modify additional users and their roles and permissions.
1. In the left menu, click on the "Cloud Foundry" text.
{% asset roles-01-open-cloud-foundry.png alt="In the left menu, click on the Cloud Foundry text." %}
1. Click either "Organizations" in the secondary left menu that appears or the box labeled "Orgs" in the bottom center of the screen.
{% asset roles-02-open-organizations.png alt="Click either Organizations in the secondary left menu that appears or the box labeled Orgs in the bottom center of the screen." %}
1. Click on the box of the organization that you want to manage users for.
{% asset roles-03-select-organization.png alt="Click on the box of the organization that you want to manage users for." %}
1. Click on either "Users" in the secondary left menu that appears or the box labeled "Users" in the bottom center of the screen.
{% asset roles-04-open-users.png alt="Click on either Users in the secondary left menu that appears or the box labeled Users in the bottom center of the screen." %}
1. Click on the "Manage Roles by Username" icon toward the top of the screen.
{% asset roles-05-open-manage-users.png alt="Click on the Manage Roles by Username icon toward the top of the screen." %}
1. Type in the username that you want to either add or remove roles for in the organization, then click on the "Next" button at the bottom right of the screen.
{% asset roles-06-specify-username.png alt="Type in the username that you want to either add or remove roles for in the organization, then click on the Next button at the bottom right of the screen." %}
1. Select the roles that you would like to add or remove from the user. You may also set roles for any spaces within the organization that you would like to add or remove them from on this screen.
{% asset roles-07-select-roles.png alt="Select the roles that you would like to add or remove from the user. You may also set roles for any spaces within the organization that you would like to add or remove them from on this screen." %}
1. Confirm your changes and selections by clicking on the "Apply" button on the bottom of the screen.
{% asset roles-08-confirm-changes.png alt="Confirm your changes and selections by clicking on the Apply button on the bottom of the screen." %}

The user will immediately be granted access to (or removed from) the orgs and spaces you have set. Repeat the process to add or modify additional users and their roles and permissions.

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