An organization represents your real organization, which contains many users and projects. Every user has a single primary organization, however any user may be invited to secondary organizations as guests. Organization adminstrators have full control over the users in the organization.
Within an organization, users are placed into groups. These groups determine which projects a user has access to, as well as their permissions within those projects. Every organization has a default group called “Administrators” which cannot be deleted and must contain at least one user.
Organization groups are assigned the following permissions:
Users and groups can be modified by organization admins by visiting “Account Settings” and clicking on “Users & Groups”.
A project is a workspace where one or more pipelines will be built. Projects often represent real-world projects, however they are also helpful for organizing sets of related pipelines and associated data.
The following features are scoped to projects:
Users may be granted access to projects in two ways:
Both of these assignments can be given the following project permissions:
To manage project permissions, first open a project, then navigate to “Project Settings” from the main nav bar. Finally, click “Users & Groups” on the left.
To add a new user to your organzation, visit the “Account Settings” page, and then select “Users & Groups” from the left-hand sidebar.
When adding a user, you can specify the group(s) to which they will be added.
The user will receive an email inviting them to create an account. These invitations expire after 48 hours. Pending invitations are displayed below the user list, and you can resend an invitation if it hasn’t been accepted yet. Resending an invitation invalidates the previous invitation, so the user will need to follow the latest link in their inbox.
The organization that created a user becomes the user’s “primary” organization. If a user is invited to a project or group in a non-primary organization, they will be added as a “guest” user. Guest users can be given all the same permissions as regular users.
The number of users in an organization is limited by the organization’s subscription plan. This count includes all primary organization users, as well as guest users and pending invitations.
Two-factor authentication (2FA) is supported through Twilio Authy. To enable 2FA, visit the “My Profile” page by selecting “Account Settings” from the top-right dropdown.
Two-factor authentication requires a mobile phone number. The first time you enable 2FA, you will be sent a text message with a verification code that you’ll enter into the application. After enabling 2FA, it’s highly recommended to install the Authy mobile app, which automatically registers with your mobile number. Refactr supports OneTouch login, which sends a push notification to your mobile device that allows you to log in with one tap.