Organization Management

You can use the Organization Management user interface (UI) to perform administrative tasks within Chef 360 Platform (including User and Role Management).

User Management

All of the organizations are visible on the User Management screen. The Users table contains the Email, Name, Role, Status, and Actions columns.

Organization Management UI showing table of users with the email address, name, roles, status, and actions.

Invite user

To invite new users to view the organization, follow these steps:

Select Invite User.
Enter the user’s email address in the Email ID text box.
In the Assign Role field, select the required role (or roles). The role determines the user’s permissions. You can add more than one role for a user.
Select +Add More to invite more users.
Select Send Invite to invite the users.

Invite Users pane showing a user’s email address and roles assigned to the user.

Disable/Remove a user

Using the actions menu in the Actions column, you can perform the following actions:

Update Role
Disable User
Remove User

Update a role

To update a user’s role, follow these steps:

Select the three dots in the Actions Column.
Select Update Role.
Add or remove roles in the New Role column.
Select Save.

Disable a user

To disable the user, follow these steps:

Select the three dots in the Actions Column.
Select Disable.
Select Disable User.

The disabled user won’t have access to Chef 360 Platform. You can enable the user to provide them with access again, if required.

Remove a user

To remove a user, follow these steps:

Select the three dots in the Actions Column.
Select Remove.
Select Remove User.

The removed user won’t have access to Chef 360 Platform. You can add the user again to provide them with access, if required.

Once you have performed the action, the organization user management table will be updated.

View user details

To view a user’s details, select the user. The page shows the user’s Email ID, Name, and Roles. Buttons at the top right of the page allow you to remove or disable a user, or update a user’s role.

Role Management

The Role Management page shows all the existing roles. The table shows the Role Name, Type, Status, and Actions columns.

Role Management window showing a table of roles, role types, statuses, and actions.

Create a new role

To create a new role, follow these steps:

Select Create New Role.
Enter a name for the role in the Role Name text box.
Select Include Policy.
Select the policies to include.
Select Include Selected.
Select Save.

Delete/Disable a role

Click the three dots in the Actions column to disable or delete a role.

Disable a role

To disable the role, follow these steps:

Select the three dots in the Actions Column.
Select Disable.
Select Disable Role.

Delete a role

To delete the role, follow these steps:

Select the three dots in the Actions Column.
Select Delete Role.

Once you have performed the action, the organization role management table will be updated.

View role details

To view details of a particular role, select it in the table. The Role Details page shows the policy details for the role. The Policies table contains the PolicyName, Type, and Status.