Create a project and invite members

Creating projects within the PDS platform serves as a foundational step for you to organize and manage your data services efficiently. By leveraging projects, you can ensure clear governance, enhance security, and improve operational efficiency across your Kubernetes environments.

• A Project serves as a dedicated workspace that encapsulates data service deployments, backups, and restore functionalities.
• Clusters, Namespaces, Backup Locations, Templates, and Schedule Policies are associated with a project resource, enabling you to perform various tasks (such as deploying a data service) using these linked resources.
• Projects also facilitate team collaboration, providing granular access control and streamlined resource management.

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• Only the Account Admin has permissions to create, update, and delete projects in the PDS platform.
• The Project Admin has permissions to view and invite members only within their assigned projects.
  For more information about the roles and corresponding access permissions, refer to the RBAC section.

Create a project

To create a project as an Account Admin:

1. In the Projects page, select the Create Project button.

2. In the Create Project page -> 1. Name and description section:

   • Name: Enter a unique name for the project being created.
   • (Optional) Description: Specify a brief description of the project's purpose or scope.

3. (Optional) In the Select Namespaces section, choose a namespace from the list of available namespaces to include in the project being created.

   info

   To filter and view the namespaces associated with your clusters, click on the Select Cluster dropdown menu and choose your cluster(s).

4. On the right side of the page, select the Create Project button.

   This will not only create the project but also open the Invite Members to (project-name) section.

5. (Optional) In the Invite Members to (project-name) section:

   • Email address: Enter the email address of the member you wish to invite.
   • Role dropdown: Select the role to assign to the member. The available roles are account-admin, project-admin, and project-user.
     For more information about the roles and corresponding access permissions, refer to the RBAC section.
   • Select the Add button to add each member to the list. Repeat the process of entering an email address, selecting a role, and choosing projects for each member.

6. Once all members are added and details are complete, select the Invite Members to Project button to invite all the members at once to the created project. Recipients can then join the project by accepting the invitation via email.

7. On the right side of the page, select the Go To Project button to view the newly created project.

Add members to an existing project

The management of inviting members to a project depends on your role:

• Access Manager page: Visible only for the Account administrator. Here, the Account administrator can assign project(s) while inviting a member to the Portworx platform.
• Projects page: Accessible to both Project administrators and Project users. They can manage members within their assigned projects. The Access Manager page is not available for these roles.

To add members to an existing project as an Account Admin or Project Admin:

1. Navigate to the Projects page, find the project to which you want to add members, and click on the project name.

   If necessary, use the Search by name... function to quickly find the project.

2. In the Details page, select Members in the left pane.

3. In the Members page for the selected project, select the Add Members button.

4. In the Add Members window:

   • Email address: Enter the email address of the member you wish to invite.
   • Role dropdown: Select the role to assign to the member. The available roles are project-admin and project-user.
   • Select the Add button to add each member to the list. Repeat the process of entering an email address, selecting a role, and choosing projects for each member.

5. Once all members are added and details are complete, select the Add members button to invite all the members at once to join the project.

The invited members will receive an email notification inviting them to join the project. Once the invited members accept the invitation, they will be listed as part of the project and will have access to the project according to the permissions granted by their assigned role.