Managing Teams
This section describes all the tasks that can be performed to manage Teams and to assign Users to Teams.
Creating a Team
To create a Team:
Select Teams from the Superuser navigation sidebar.
Click on Create New Team.
The Create New Team dialog box is displayed.
Enter a name for the new team in the Name box and optionally complete the Description and Contact boxes for any additional information you want to add about the new Team.
Click on Save to create the new Team.
Note
A Superuser is not by default added to any Team. If you want the Superuser account to be a member of a Team, you have to assign the account to the Team workspace. For more information, see ???.
Editing a Team
To edit the details of a Team:
Select Teams from the Superuser navigation sidebar.
Click on the name of the Team to edit in the Team column.
The Edit Team dialog box is displayed.
Edit the details of the Team.
Click on Save to update the details of the Team.
Deleting a Team
To delete a team:
Select Teams from the Superuser navigation sidebar.
Click on the name of the Team to edit in the Team column.
The Edit Team dialog box is displayed.
Click on Delete to delete the selected Team.
Before the Team is deleted, Privitar will conduct a series of checks for Privitar objects that have been created by members of the Team and have a dependency on that Team to remain in use:
If these checks reveal no dependencies, you will be asked to confirm the deletion. If you confirm, then the Team will be deleted.
If these checks reveal that there are dependencies such as Schemas and Policies that are owned by the Team, these will be displayed and you will be asked to confirm the deletion. If you confirm, then the Team will be deleted along with the listed Schemas and Policies.
If these checks reveal any critical dependencies, such as an Environment that is owned by the Team, then the deletion request will be denied and you will be provided with a list of the dependencies that must be deleted before the Team can be deleted.
For more information on the dependencies that are checked and the necessary action that must be taken before a Team can be deleted, see Team Deletion Dependency Check.
Assigning (human) Users to a Team and Managing their Roles
Every User that is created in Privitar needs to be assigned to a Team and be given Roles within that team. To assign (human) Users to a Team and give them a Role within that Team:
Choose Teams from the Superuser navigation menu.
Click on the Manage Team Members button next to a Team.
The Team name dialog box is displayed showing all the Roles in the Team together with the number of users assigned to each role. Clicking on the Role name in the Role column displays the users who have been assigned to that Role in the Team.
Click on the Role name in the Role column that you want to assign Users to.
Follow one of the steps depending on how users are managed in your Privitar setup:
If a local database is used for identity management, click Add User to add new Users to the list.
If LDAP/Active Directory is used for identity management, click Add LDAP group to add new User groups to the list.
If SAML SSO is used for identity management, click Add SAML group to add new User groups to the list.
After any of these actions, a dialog box is displayed.
Select one or more Users/User groups listed in the dialog box and click on Add to add the selected User/User groups to the currently selected Role in the Team.
Repeat the previous three steps to assign other Roles.
Click on Save to update the Team with the new Users and assignments.
Assigning API Users to a Team and Managing their Roles
To assign API User to a Team and give them a Role within that Team:
Choose Teams from the Superuser navigation menu.
Click on the Manage API Users button next to a Team.
The Team name dialog box is displayed showing all the Roles in the Team together with the number of users assigned to each role. Clicking on the Role name in the Role column displays the users who have been assigned to that Role in the Team.
Click on the Role name in the Role column that you want to assign Users to.
Follow one of the steps depending on how users are managed in your Privitar setup:
If a local database is used for identity management, click Add User to add new Users to the list.
If LDAP/Active Directory is used for identity management, click Add LDAP group to add new User groups to the list.
Select one or more Users/User groups listed in the dialog box and click on Add to add the selected User/User groups to the currently selected Role in the Team.
Repeat the previous three steps to assign other Roles.
Click on Save to update the Team with the new Users and assignments.