Manage your Jelastic Account and Shared Environments within Collaboration

By | July 22, 2014

In our previous blog post we presented a new Jelastic feature, account collaboration. And today, we are going to provide more information on how to manage your shared account. You can distribute the tasks among your team providing different access levels and permissions. Below you’ll find out what actions can be performed by you and your team, how to restrict or increase the influence of your team members on the collaborated account and other functions of:

  • account management
  • environment management

scheme

Note: we consider that you are acquainted with the process of account sharing and:

  • set your own collaboration by providing the access to your account to other team members (for primary account)
  • gained access to someone else's account becoming a part of  a collaboration (for a user account)

In the instruction below, you will learn how to manage the collaborated account.

 

Account Management in Collaboration

Full access to collaboration management is available only for its creator. The owner of this primary account can:

  • invite new or exclude existing users in the collaboration
  • regulate the permissions of users within the collaboration
  • manage account billing

A user added to the collaboration doesn’t have any special admin permissions for collaboration account management (only for environment's management). This user can simply leave the collaboration when it is required.

To start managing your account collaboration, select the Settings button in the right top corner of your Jelastic dashboard.

settings

The next steps depend on your type of account:

  • primary
  • user

Primary Account

If you are the owner of primary account, navigate to Collaboration > Account Management.

Here, you will see a list of accounts added to the collaboration.

account management section

Using the buttons at the panel you can:

  • invite new users
  • edit user’s Display names and permissions
  • delete a user from the collaboration

1. The process of a new user invitation is described in the Create Collaboration document.

2. To edit a user’s Display name and permissions, follow these steps:

  • Choose a user in the member’s list and select the Edit button.

edit button

  • In the opened window, you can specify user’s name, which will be displayed in the members list, alongside the email address.
  • Provide or cancel permission to create environments using the option “Allow user to create new environments”.

edit user

  • Click the Apply button to save the changes.

user name

3. In order to exclude the user from your collaboration, choose the required account in the members list and click Unlink button.

unlink button

Click Yes in the confirmation window.

confirm delete

After that, this user will no longer be displayed on your collaboration’s list of members and won’t be able to view/manage any environments you’ve shared previously.

A user will be notified about the exclusion from the collaboration via email.

In case a user leaves your collaboration, you’ll also receive an email notification.

In both cases, all of the environments created by a user on the primary account, will remain at this account and their creator won’t have access to them anymore.

User Account

You can be invited to one or even several collaborations. To see which accounts you have access to and their permissions, navigate to the Collaboration > Shared with Me section.

shared with me

1. Here, you can see the list of users (primary accounts), which included you in their collaborations.

In addition, a separate Allowed to create environments column is displayed if you have permission to create environments on these accounts (green tick or prohibitory sign).

2. You can edit the Display Name for any primary account you have access to:

  • Choose the particular primary user
  • Click the Edit Name button in the panel above
  • Specify the Display Name for this account and Save

primary user name

The stated name will be displayed alongside the primary user’s email in parentheses at your dashboard:

  • in the Shared with Me
    list
  • in the Owner column of environments’ status panel

name owner column

3. In case you would like to exit the collaboration, select the appropriate primary user in the list and click the Leave button. Confirm your decision.leave confirmation

After that, a primary user will receive the email notification that you’ve unlinked from the account. All of the environments you’ve created on the primary account will remain at that account, and you won’t be able to access them anymore.

 

Managing Environments in Collaboration

Within a collaboration, there is a possibility to create, share and manage environments available at the primary account. The permissions for performing appropriate actions differ based on the type of account you have - primary or user.

The owner of the primary account can:

  • create new environments
  • share available environments with all members of the collaboration
  • manage the access rights of the collaboration members to each particular environment

A member of collaboration with the user account can:

  • create a new environment if such permission is granted by the primary account
  • manage environments shared by the primary account
  • change topology of environments or access this environment via SSH if such permission is granted by the primary account

And now, let’s see how to perform all of these actions within collaboration.

Create a New Environment in Collaboration

You can create a new environment in a collaboration account in two cases:

  • if you are a primary account owner
  • if a primary account owner permitted you this action by ticking “Allow user to create new environments” option

enter email

In the first case (when you own the primary account), the environment is created in a usual way, as it is described in the Setting Up Environment document.

When you are a user with permission to create an environment, then this process is slightly different. Let’s consider the steps in this case:

1. Firstly, check if you have permission to create an environment on the primary account:

  • click Settings > Collaboration > Shared with Me
  • find the required primary account in the list (if you have access to several)
  • check the Allowed to create environments column

If this option is marked with a green tick, you can proceed to the environment creation.

shared with me envs

2. After clicking the Create environment button, you should choose the primary account in the appeared window.

environment creation

Note: if you were registered at Jelastic by means of confirming the invitation for collaboration via email, you can be included in a custom group of users without the ability to create your own environments. In this case, you can create new environments only on the primary account. This option is defined by your hosting provider.

2. Now, you can set up an environment based on your requirements.

Note: that a primary account is billing by default, so you won’t meet any restrictions, even if you are a trial user (e.g. number of cloudlets, servers, High availability etc.)

no limits

3. The newly created environment will appear at your dashboard.

It will be marked as shared with the custom icon icon

A new Owner status column will appear, with the primary account email stated.

admins environment

4. Now, you can start working with the created environment as if with your own.

The only restriction, is that you cannot clone and delete it. These two actions can be performed only by a primary account.

NOTE

  • Primary account owner receives the email notification about all environments created and can fully manage them, e.g. modify topology, configurations, clone, delete environment etc.
  • You can view the extended information on the environment’s creation: owner (you or primary user), creator (anyone from the collaboration) and date/time when it was created.
    To do this, click the Settings button next to the required environment and navigate to the Info option.

settings env button

env info

Share Environment with Collaboration Users

A Primary account owner can make a necessary environment available for other users in collaboration and define the level of access to each environment.

1. Navigate to Settings > Collaboration > Account Management and choose the user in the member’s list.

2. In the Shared Environments panel, you can see the list of already shared environments with this user (if there are any).

list of shared environments

3. Click the Add button.

In the opened panel, you can choose all environments or a particular one to be shared.

You can also tick the Change topology / SSH access checkbox in order to give such permissions. Select Save.

share environment

4. A collaboration user with access to the chosen environments will receive a corresponding email notification.

environment access granted

5. The permissions to edit topology or access an environment via SSH can be removed by selecting the Edit button for a particular environment and unticking the Change topology / SSH access option.

edit shared env

6. To unshare any environment from a user, select it and click the Remove button in the panel above. Confirm your decision.

remove button
unshare

After that, the chosen environment won’t be displayed at user’s dashboard and a user will receive an email notification.

Use Shared Environments

Being a member of an account collaboration, you can have access to all or to separate environments available at the primary account. They will be shown at your dashboard alongside your own environments.

You can work with shared environments as with your own, being able to deploy applications, change configurations, read log files, view statistics and so on. The only exception is that you cannot clone or delete environments (this can only be done by the primary account).

The primary account owner can also grant you the permission to change the environment topology or to access this environment via SSH.

Shared environments are marked in the list with this custom icon icon

An additional Owner column appears in the panel of environments’ statuses. It shows the owners of the listed environments:

  • me sign for your environments
  • emails for primary accounts

icon shared

If any user in the collaboration changed the topology of the shared environment by adding the node that requires admin credentials (e.g. database server), all users with access to this environment will receive an email notification with appropriate login and password.

Conclusion

In this way, you can properly organize the interaction between all members of your team. Share the activities with other accounts to facilitate the process of joint development and get even more benefits from using Jelastic Cloud. The account collaboration feature provides not only a common space for development but also a consolidated billing account that can greatly decrease your spends. Try it now and experience the benefits by improving the process of account and environment management.