User Roles and Permissions

DeployStack uses a role-based system to control what different users can do in your installation. This guide explains how roles work and how to manage user access.

What are User Roles?

User roles determine what actions a person can perform in DeployStack. Think of roles as "job titles" that come with specific permissions. Each user is assigned one role that defines their level of access.

Available Roles

Global Administrator

Who needs this: The person responsible for managing the entire DeployStack installation.

What they can do:

• Manage all users (create, edit, delete)
• Configure global settings (email, authentication, system options)
• Manage roles and permissions
• Access all system features
• Manage all teams

Important: The first person to register automatically becomes a Global Administrator.

Global User

Who needs this: Regular users who want to deploy applications.

What they can do:

• View and edit their own profile
• Create up to 3 teams
• Manage their own teams
• Deploy applications through their teams

Note: This is the default role for new users.

Team Administrator

Who needs this: Users who manage specific teams within the organization.

What they can do:

• Manage their team's settings
• View team members
• Manage team deployments
• Delete teams they own

Team User

Who needs this: Basic team members who participate in deployments.

What they can do:

• View team information
• See team members
• Participate in team activities

Understanding Teams

Teams are groups where users organize their deployment projects. Here's how teams work:

Team Basics

• Automatic Team: Every user gets their own team when they register
• Team Limit: Users can create up to 3 teams total
• Team Owner: The person who created the team has full control
• Single User Teams: Currently, each team has one user (multi-user teams coming soon)

Team Management

• Create Teams: Use descriptive names for your different projects
• Team Settings: Customize team name and description
• Team Deletion: Only team owners can delete teams

Common Role Scenarios

Personal Use

• You are: Global Administrator (first user) or Global User
• Your teams: Use your default team for personal projects
• Additional teams: Create separate teams for different types of projects

Small Team

• Administrator: One person manages the system and users
• Team Members: Everyone else is a Global User with their own teams
• Collaboration: Users can share deployment information outside the system

Organization

• System Admin: Global Administrator manages the DeployStack installation
• Project Leads: Team Administrators manage specific project teams
• Developers: Global Users participate in deployments

Managing User Roles

As a Global Administrator

To view all users:

1. Go to User Management in your admin panel
2. See list of all registered users with their roles

To change a user's role:

1. Find the user in the user list
2. Click on their role
3. Select the new role from the dropdown
4. Save changes

To create new users (if needed):

1. Use the "Create User" option
2. Fill in their information
3. Assign appropriate role
4. User receives login information

Managing Your Own Profile

All users can:

• View their profile information
• Update their name and email
• Change their password
• See their current role (but not change it)

Team Management

Creating Teams

1. Go to Teams in your dashboard
2. Click "Create Team"
3. Enter team name and description
4. Save - you become the team owner automatically

Managing Your Teams

• Edit team details: Update name and description
• View team information: See team settings and members
• Delete teams: Remove teams you no longer need

Team Limitations

• 3 Team Maximum: You can only create 3 teams total
• One User per Team: Teams currently support single users
• Owner Control: Only team owners can modify team settings

Security and Access Control

What Roles Protect

• System Settings: Only administrators can change global configuration
• User Management: Only administrators can create, edit, or delete users
• Team Ownership: Only team owners can modify their teams
• Profile Privacy: Users can only edit their own profiles

Role Assignment Rules

• First User: Automatically becomes Global Administrator
• New Users: Get Global User role by default
• Self-Assignment: Users cannot change their own roles
• Admin Assignment: Only administrators can change user roles

Troubleshooting Roles and Teams

Can't Access Settings

Problem: "I don't see the Settings option" Solution: Only Global Administrators can access system settings. Contact your administrator.

Can't Create Teams

Problem: "Create Team button is disabled" Solution: You may have reached the 3-team limit. Delete unused teams or contact your administrator.

Can't Change Role

Problem: "I want to be an administrator" Solution: Only existing administrators can assign roles. Ask your current administrator to change your role.

Lost Administrator Access

Problem: "No one has administrator access" Solution: This requires technical intervention. Contact your system administrator or technical support.

Best Practices

For Administrators

• Regular Review: Periodically review user roles and remove inactive users
• Principle of Least Privilege: Give users the minimum role needed for their tasks
• Documentation: Keep track of who has what role and why
• Backup Access: Ensure at least two people have administrator access

For Team Management

• Descriptive Names: Use clear team names that reflect their purpose
• Regular Cleanup: Delete teams you no longer use
• Organization: Consider how to organize your projects across teams

For Security

• Role Changes: Think carefully before changing someone's role
• Team Ownership: Be aware that team owners have full control over their teams
• Profile Information: Keep your profile information current

Getting Help

If you have questions about roles or teams:

• Role Questions: Contact your Global Administrator
• Technical Issues: Visit our Discord community
• Feature Requests: Let us know what team features you'd like to see

Remember: The role system is designed to be simple but secure. Most users will be happy as Global Users with their own teams, while administrators handle system-wide configuration.