Administration

User management allows you to add users and assign roles for staff in your organization, grant solution partners or existing users access to your sandbox(es), and add users to your Dev Center projects.

You should consider what role a user needs before inviting them to your Dev Account. Before you can add users to sandboxes or projects, you must invite them to your Dev Account. Only the Dev Account Owner, Project Manager, or Lead Developer roles can invite users. To see a list of users that have access to your Dev Account and what role they have role, click the drop-down arrow beside the name of your Dev Account in the upper-right corner and select Users

Invite a User

To invite a user to your Dev Account:

  1. Log in to Dev Center.
  2. Click the drop-down arrow beside the name of your DevAccount in the upper-right corner and click Users > Invite Users.
  3. Enter the user’s email address.
  4. Select a role from the drop-down menu.
  5. Click Save.

Inviting users sends an email to the specified recipient with a confirmation link. The invitation remains in a pending status until the recipient confirms or declines the invitation.

Add User to Sandbox

To grant a user access to a sandbox:

  1. Log in to Dev Center.
  2. Click Sandboxes.
  3. Double-click a sandbox.
  4. Click the Details tab.
  5. Click Add Sandbox User.
  6. Select a user from the list and click OK.
  7. Click Save.

Add User to Project

To add a user to a project:

  1. Log in to Dev Center.
  2. Click Projects.
  3. Double-click a project.
  4. Click the Add Team Member.
  5. Select a user from the list and click OK.
  6. Click Save.

Roles and Permissions

A role is a collection of permissions that defines what a user can do in Dev Center. A user can have different roles in multiple Dev Accounts, but can only perform the behaviors of the role associated with that specific Dev Account. For example, in Dev Account A, if you define Steven as a Lead Developer, but in Dev Account B, you define Steven as a Marketer, he cannot perform the marketing role in Dev Account A. Behaviors within a role are predefined, so users cannot add or remove behaviors from a role.

Click one of the following headings to see a matrix of roles and permissions in Dev Center:

  • groupDev Accounts
      Dev Account Owner Project Manager Lead Developer Developer Marketer
    Invite users    
    Remove users    
    Change user roles    
    Change user developer type      
    Modify contact info      
  • content_copy Applications
      Dev Account Owner Project Manager Lead Developer Developer Marketer
    Create new  
    Create release notes  
    Modify metadata
    Submit for certification    
    Upload application files  
    Download files
    Clone packages
    Create new packages  
    Delete packages (except Release)
    Configure behaviors
    Install on sandboxes  
    Install on production    
  • library_books Themes
      Dev Account Owner Project Manager Lead Developer Developer Marketer
    Create new  
    Create release notes  
    Modify metadata
    Publish  
    Certify        
    Upload files  
    Download files
    Delete files  
    Clone packages
    Create new packages  
    Delete packages (except Release)
    Install on sandboxes  
    Install on production      
  • work Projects
      Dev Account Owner Project Manager Lead Developer Developer Marketer
    Create new  
    Add users  
    Remove users    
    Modify  
    Delete      
  • widgets Sandboxes
      Dev Account Owner Project Manager Lead Developer Developer Marketer
    Create new  
    Add users  
    Remove users      
    Modify  
    Create master catalogs  
    View (access Admin)