Manage Projects

Create projects to contain, and allow access to, Couchbase clusters.

Create a Project

Prerequisites

To create a project, you must have Organization Edit privileges.

Procedure

  1. Go to the Projects tab.

  2. Click Add Project.

    This opens the Create a Project slide-out menu:

    The 'Create a Project' slide-out menu.

  3. Enter a name for the project.

    The 'Project Name' field.

  4. (Optional) Add users to the project.

    The 'Add Users' section.

    In the Add Users section, you have the option to add organization users to a project. (If you don’t add users to the project at this point, you can always add them later.)

    1. In the View field, enter the names of the users that you want to have Project View permissions in the project.

    2. In the Edit field, enter the names of the users that you want to have Project Edit permissions in the project.

    If the user is already a member of the organization, the user’s name will auto-complete. If the user is not yet part of the organization, you will first need to invite that user to your organization before you can add them to a project.

  5. Once you’re satisfied with the configuration, click Create a Project.

    The 'Create a Project' slide-out menu with all fields completed.

After the project is created, members of the project that have Project Edit privileges can start creating clusters in the project.

Add Users to an Existing Project

You can add users to a project either during project creation, or after the project is created. This procedure describes how to add users to a project after the project is created.

Prerequisites

To add a user to a project, you must have either Organization Edit privileges, or Project Edit privileges for the project that you are adding users to.

Procedure

  1. Go to the Projects tab.

  2. Find the project that you wish to add users to, and click on its name.

    This opens the project’s slide-out menu:

    A project’s slide-out menu.

  3. Locate the Users section and click Add Users.

    The 'Users' section showing a button labeled 'Add Users'.

  4. Enter the names of the users that you want to add to the project.

    The 'Users' section now show two fields labeled 'View' and 'Edit'.

    1. In the View field, enter the names of the users that you want to have Project View permissions in the project.

    2. In the Edit field, enter the names of the users that you want to have Project Edit permissions in the project.

    If the user is already a member of the organization, the user’s name will auto-complete. If the user is not yet part of the organization, you will first need to invite that user to your organization before you can add them to a project.

  5. Once you’ve added all the desired users, click Save Project.

    A project’s slide-out menu showing the 'Users' section with 'View' and 'Edit' fields.

Remove Users from a Project

Prerequisites

To remove a user to a project, you must have either Organization Edit privileges, or Project Edit privileges for the project that you are removing users from.

Procedure

  1. Go to the Users tab.

  2. Find the user that you wish to remove from a project, and click on their name.

    This opens the user’s slide-out menu:

    A user’s slide-out menu showing projects that the user is a member of.

  3. Remove the user from a project.

    Locate the Projects section and click the Trash icon next to each of the projects that you want to remove the user from.

    The user’s 'Projects' section showing projects that each have their own Trash icons.

  4. Click Save to finish.

Delete a Project

Prerequisites

To delete a project:

  • You must have either Organization Edit privileges, or Project Edit privileges for the project that you wish to delete.

  • You must have deleted all clusters in the project. (Couchbase Cloud does not allow a project to be deleted if clusters are present.)

Procedure

  1. Go to the Projects tab.

  2. Find the project that you wish to delete, and click on its name.

    This opens the project’s slide-out menu:

    A project’s slide-out menu.

  3. Delete the project.

    1. At the bottom of the project’s slide-out menu, click Delete Project.

    2. When prompted to confirm the deletion, click Confirm.

      Prompt to confirm project deletion.