Adding and Managing Users

Select SmartBear Admin from the Swagger list to add or manage users in SmartBear. Click the Members tab to view the list of current organization members. Refer to the SmartBear Admin documentation for information on Inviting Members and Managing Members.

To add new members, perform the following steps:

  1. To add a member to the organization, click Invite Members.

  2. In the Invitees box, enter the email address of the user you want to invite. To invite multiple users, separate each email address with a comma.

    The Send Invitations dialog box appears.

  3. Assign the added members as a User or Admin from the list.

  4. (Optional) Select the Invite as Organization Admins checkbox to grant administrator permissions to the invited users.

    Under Assign Subscriptions, the list of subscriptions for the particular solution appears.

  5. Choose any one of the following subscription types to assign subscriptions to the users and assign the following permissions to the invitees.

    1. Select Assign the following subscriptions to the invitees to grant all invited users the selected subscriptions.

    2. Select Only Invite users to the organization to invite users without assigning a subscription. This allows for guest-type roles to be assigned in an individual Swagger product. You cannot assign a user with an existing email address associated with an existing user account.

  6. Select the checkbox for the subscription plan you want to assign, such as Swagger.

  7. (Optional) If your base plan includes the Viewer or Editor plan for Swagger, select the seat type Viewer or Editor from the Seat Type list.

    Viewer permissions grant users view-only access to Swagger. You can configure specific permissions within each Swagger product.

    Assigning the Editor permission in SmartBear Admin enables you to grant Editor access in each Swagger product. Configure detailed permissions individually in each product after sending the invitation.

    The view-only feature is only available for direct plans, and not available for e-commerce plans.

  8. You can select the checkbox next to the product type that displays the seat details. For example, Swagger Studio.

  9. (Optional) If the checkbox is disabled, click Buy Now or Buy More to purchase seats. You will be redirected to the Swagger Pricing page to upgrade your subscription.

    Note

    If there are no seats available, you can only invite users for those products that have the required subscriptions and seats.

  10. Click Send Invitation to invite users. Invitees will receive an email and must accept the invitation to join the organization.

    Note

    Before a user accepts the invite, you can remove the invitation. To do so, navigate to the user details page and click Cancel Invitation. For more information, see Managing Members.

  11. A summary page confirms that the invitation has been sent. Click the Set Granular Permissions link to navigate to the respective feature or permission page to access and manage specific roles and permissions for that feature.

  12. To remove a member, click the ellipsis button next to the member you want to remove.

  13. (Optional) Select Update Admin Role to remove the admin role permissions for the selected member. You must have a valid subscription to interact with the solutions to which your organization is subscribed.

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