Manage teams in the Grepr platform

Teams allow you to organize users and resources in your organization. Team members can be assigned the Leader or Member roles. You can also use teams to control access to jobs, integrations, templates, and datasets.

Team roles are separate from organization-level roles. A user can be a team Leader without being an organization-level administrator.

You can manage teams in the Grepr UI or the REST API. This page describes how to manage teams in the UI. To use the API, see the Teams specification.

Team roles in the Grepr platform

A user is assigned to a team with one of the following roles:

• The Leader role has elevated permissions in the team and can manage team membership and team-scoped resources. These permissions include creating and editing jobs, integrations, templates, and datasets assigned to the team. Team Leaders can also view all organization resources, but only edit resources scoped to their team or teams.
• A Member can view resources assigned to the team, run backfill jobs, and query logs, but does not have permissions to create or edit resources such as jobs, integrations, templates, or datasets assigned to the team.

For details on the permissions for these roles, see Permissions in the Grepr platform.

Grant team access to resources

You can grant access to a team when you create or edit a resource, such as an integration, dataset, template, or job. When you grant a team access to a resource, team Leaders have edit permissions on the resource, and team Members have view permissions. To learn how to add team access when you create a resource, see the documentation for that resource. For example, to add teams to a Datadog integration, see Configure Datadog connections for integration with Grepr.

To edit and use a job, such as a pipeline, a user must have access to all resources assigned to the job. Because of this requirement, if a job is assigned to a team, and the team Leader has edit permissions on the integration used as a source and sink in the job, but not on the dataset used in the job, the team Leader cannot edit or use the job.

Access team management features in the UI

To manage teams in the Grepr UI:

1. Sign in to the Grepr UI and click your profile icon in the top bar.
2. In the menu, select User Management.
3. On the User Management page, click Teams in the left pane.

The Teams pane displays each team in your organization on a card. Each card includes the team name, number of team members, and options to manage or delete the team.

Click Manage on any team card to view and manage team members.

Create a team

To create a team:

1. In the Teams pane, click Create New Team.
2. In the Create New Team dialog, enter a name for the team.
3. Click Create.

Add members to a team

To add members to a team:

1. In the Teams pane, click Manage Team in the team card.
2. Click Add Users.
3. Select one or more users to add as Leaders or Members.
4. Click Add Users.

Remove members from a team

1. In the Teams pane, find the member in the Team Members table.
2. Click the trash icon next to their name.
3. Click Remove.

Removing a user from a team revokes their access to team-scoped resources.

Delete a team

1. In the Teams pane, click the trash can icon in the team card.
2. In the Confirm Delete dialog, click Delete.