Skip to main content

Teams and Members with PipeOps

Welcome to PipeOps Teams, a robust feature designed to help you efficiently manage teams and their members. This comprehensive guide will walk you through the steps to get started and maximize the potential of this functionality.

Accessing Teams​

Begin by clicking on your profile in the navigation bar. This action will reveal a dropdown menu. From the dropdown, select "Teams," and you will be redirected to the Teams page, where all available teams can be accessed.

Below is an example of the Teams page in PipeOps:

Teams View

Viewing Team Members​

To view the members of a team, simply click on the desired team. The image below provides a visual representation of the members of a specific team:

Team Members View

Creating a New Team​

Creating a new team is a straightforward process:

  1. Click on the "+ New" button in the upper-right corner of the dashboard.

  2. Select "Team" from the dropdown.

  3. In the new page that appears, fill out the necessary information, including:

  • Team Name: Provide a unique name to identify your team.

  • Assign Resources: Choose the resources you want to allocate to your team. This includes:

    1. Servers: Choose specific servers for the team to access.

    2. Projects: Select projects for team collaboration.

    3. Add-ons: Assign add-ons that the team can utilize.

  1. Click "Create Team" to finalize the setup.

Refer to the images below, which illustrate the step-by-step process of creating a new team:

Create New Team 1

Create New Team 2

Create New Team 3

Note: Team members can be invited after the team is created. Navigate to the Invite Team Member section on the right side of the page to add collaborators. Alternatively, you can follow the instructions below to add team members.

Adding Team Members​

Adding a team member to a specific team is quick and easy:

  1. Navigate to the desired team and click on the "+" icon.
  2. A user-friendly form will appear, prompting you to provide essential information about the new team member. This includes their email address, admin privileges, and project/server access specifications.

Take a look at the image below, which displays the form for adding a new team member:

Team Audit Trail​

The Audit Trail feature in PipeOps provides a detailed record of all actions performed within a team. It offers transparency and accountability for team activities. This feature is essential for tracking changes and monitoring user actions.

Accessing the Team Audit Trail​

  1. Navigate to the "Teams" section in PipeOps
  2. Click on the specific team whose audit logs you wish to view.
  3. At the top of the page, select the Audit Trail tab.

Audit Trail Features​

The audit trail displays key details such as:

  • User: The name and email address of the user who performed each action.

  • Action: A description of the event (e.g., member invitations, permission updates, user activity).

  • Timestamp: The exact time when the action was performed.

  • Search Functionality: Use the search bar to find specific actions or filter by keywords. It simplifies locating relevant entries in large audit logs.

The Audit trail ensures transparency and accountability by providing an overview of all administrative activities within a team.

Now, you're all set to efficiently manage your teams and team members using PipeOps Teams.