Identity Access Management

This document describes how to manage access to organizations, projects, roles, and user profiles in TiDB Cloud.

Before accessing TiDB Cloud, create a TiDB Cloud account. You can either sign up with email and password so that you can manage your password using TiDB Cloud, or choose your Google, GitHub, or Microsoft account for single sign-on (SSO) to TiDB Cloud.

Organizations and projects

TiDB Cloud provides a hierarchical structure based on organizations and projects to facilitate the management of TiDB Cloud users and clusters. If you are an organization owner, you can create multiple projects in your organization.

For example:

- Your organization
    - Project 1
        - Cluster 1
        - Cluster 2
    - Project 2
        - Cluster 3
        - Cluster 4
    - Project 3
        - Cluster 5
        - Cluster 6

Under this structure:

• To access an organization, a user must be a member of that organization.
• To access a project in an organization, a user must at least have the read access to the project in that organization.
• To manage clusters in a project, a user must be in the Project Owner role.

For more information about user roles and permissions, see User Roles.

Organizations

An organization can contain multiple projects.

TiDB Cloud calculates billing at the organization level and provides the billing details for each project.

If you are an organization owner, you have the highest permission in your organization.

For example, you can do the following:

• Create different projects (such as development, staging, and production) for different purposes.
• Assign different users with different organization roles and project roles.
• Configure organization settings. For example, configure the time zone for your organization.

Projects

A project can contain multiple clusters.

If you are a project owner, you can manage clusters and project settings for your project.

For example, you can do the following:

• Create multiple clusters according to your business need.
• Assign different users with different project roles.
• Configure project settings. For example, configure different alert settings for different projects.

User roles

TiDB Cloud defines different user roles to manage different permissions of TiDB Cloud users in organizations, projects, or both.

You can grant roles to a user at the organization level or at the project level. Make sure to carefully plan the hierarchy of your organizations and projects for security considerations.

Organization roles

At the organization level, TiDB Cloud defines four roles, in which Organization Owner can invite members and grant organization roles to members.

Project roles

At the project level, TiDB Cloud defines three roles, in which Project Owner can invite members and grant project roles to members.

Manage organization access

View organizations

To check which organizations you belong to, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.
2. Click Organization Settings. You can view your organization on the page that is displayed.

Switch between organizations

If you are a member of multiple organizations, you can switch your account between organizations.

To switch between organizations, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.
2. Click the name of the organization you want to switch to.

Set the time zone for your organization

If you are in the Organization Owner role, you can modify the system display time according to your time zone.

To change the local timezone setting, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. In the Time Zone section, select your time zone from the drop-down list.

4. Click Update.

Invite an organization member

If you are in the Organization Owner role, you can invite users to your organization.

To invite a member to an organization, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the Users tab in the left navigation pane, and then select By Organization.

4. Click Invite.

5. Enter the email address of the user to be invited, and then select an organization role for the user.

   Tip

   • If you want to invite multiple members at one time, you can enter multiple email addresses.
   • The invited user does not belong to any projects by default. To invite a user to a project, see Invite a project member.

6. Click Confirm. Then the new user is successfully added into the user list. At the same time, an email is sent to the invited email address with a verification link.

7. After receiving this email, the user needs to click the link in the email to verify the identity, and a new page shows.

8. If the invited email address has not been signed up for a TiDB Cloud account, the user is directed to the sign-up page to create an account. If the email address has been signed up for a TiDB Cloud account, the user is directed to the sign-in page, and after sign-in, the account joins the organization automatically.

Modify organization roles

If you are in the Organization Owner role, you can modify organization roles of all members in your organization.

To modify the organization role of a member, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the Users tab in the left navigation pane, and then select By Organization.

4. Click the role of the target member, and then modify the role.

Remove an organization member

If you are in the Organization Owner role, you can remove organization members from your organization.

To remove a member from an organization, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the Users tab in the left navigation pane, and then select By Organization.

4. Click Delete in the user row that you want to delete.

Manage project access

View projects

To check which project you belong to, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings, and then click the Projects tab in the left navigation pane. The Projects tab is displayed.

Create a project

If you are in the Organization Owner role, you can create projects in your organization.

To create a new project, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings, and then click the Projects tab in the left navigation pane. The Projects tab is displayed.

3. Click Create New Project.

4. Enter your project name.

5. Click Confirm.

Rename a project

If you are in the Organization Owner role, you can rename any projects in your organization. If you are in the Project Owner role, you can rename your project.

To rename a project, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings, and then click the Projects tab in the left navigation pane. The Projects tab is displayed.

3. In the row of your project to be renamed, click Rename.

4. Enter a new project name.

5. Click Confirm.

Invite a project member

If you are in the Organization Owner or Project Owner role, you can invite members to your projects.

To invite a member to a project, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, select By Project, and then select your project from the drop-down list.

4. Click Invite.

5. Enter the email address of the user to be invited, and then select a project role for the user.

   Tip

   If you want to invite multiple members at one time, you can enter multiple email addresses.

6. Click Confirm. Then the new user is successfully added into the user list. At the same time, an email is sent to the invited email address with a verification link.

7. After receiving this email, the user needs to click the link in the email to verify the identity, and a new page shows.

8. If the invited email address has not been signed up for a TiDB Cloud account, the user is directed to the sign-up page to create an account. If the email address has been signed up for a TiDB Cloud account, the user is directed to the sign-in page. After sign-in, the account joins the project automatically.

Modify project roles

If you are in the Organization Owner role, you can modify project roles of all project members in your organization. If you are in the Project Owner role, you can modify project roles of all members in your project.

To modify the project role of a member, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, select By Projects, and then choose your project in the drop-down list.

4. Click the role of the target member, and then modify the role.

Remove a project member

If you are in the Organization Owner or Project Owner role, you can remove project members.

To remove a member from a project, take the following steps:

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select the By Project.

4. Click Delete in the user row that you want to delete.

Manage user profiles

In TiDB Cloud, you can easily manage your profile, including your first name, last name, and phone number.

1. Click in the lower-left corner of the TiDB Cloud console.

2. Click Account Settings. The Profile tab is displayed by default.

3. Update the profile information, and then click Save.