Identity Access Management

This document describes how to manage access to organizations, projects, roles, and user profiles in TiDB Cloud.

Before accessing TiDB cloud, create a TiDB cloud account. You can either sign up with email and password so that you can manage your password using TiDB Cloud, or choose your Google, GitHub, or Microsoft account for single sign-on (SSO) to TiDB Cloud.

Organizations and projects

TiDB Cloud provides a hierarchical structure based on organizations and projects to facilitate the management of your TiDB cluster. An organization in TiDB Cloud can contain multiple projects and organization members, and a project can contain multiple clusters and project members.

To access a cluster in a project under an organization, a user must be a member of both the organization and the project. Organization owners can invite users to join the project to create and manage clusters in the project.

Under this structure:

• Billing occurs at the organization level, while retaining visibility of usage in each project and cluster.

• You can view all members in your organization.

• You can also view all members in your project.

Manage organization access

View organizations

To check which organizations you belong to, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.
2. Click Organization Settings. You can view your organization on the page that is displayed.

Switch between organizations

If you are a member of multiple organizations, you can switch your account between organizations.

To switch between organizations, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.
2. Select Switch Organization in the drop-down menu, and click the organization you want to switch to.

Set the time zone for your organization

If you are the organization owner, you can modify the system display time according to your time zone.

To change the local timezone setting, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the Time Zone tab.

4. Click the drop-down list and select your time zone.

5. Click Confirm.

Invite an organization member

If you are the owner of an organization, you can invite organization members.

To invite a member to an organization, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select By All Users.

4. Click Invite.

5. Enter the email address of the user to be invited, select a role for the user, and then choose a project for the user.

   Tip

   If you want to invite multiple members at one time, you can enter multiple email addresses.

6. Click Confirm. Then the new user is successfully added into the user list. At the same time, an email is sent to the invited email address with a verification link.

7. After receiving this email, the user needs to click the link in the email to verify the identity, and a new page shows.

8. If the invited email address has not been signed up for a TiDB Cloud account, the user is directed to the sign-up page to create an account. If the email address has been signed up for a TiDB Cloud account, the user is directed to the sign-in page, and after sign-in, the account joins the organization automatically.

Remove an organization member

If you are the owner of an organization, you can remove organization members.

To remove a member from an organization, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select By All Users.

4. Click Delete in the user row that you want to delete.

Manage project access

View projects

To check which project you belong to, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The Projects tab is displayed by default.

Create a project

To create a new project, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The Projects tab is displayed by default.

3. Click Create New Project.

4. Enter your project name.

5. Click Confirm.

Rename a project

To rename a project, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The Projects tab is displayed by default.

3. In the row of your project to be renamed, click Rename.

4. Enter a new project name.

5. Click Confirm.

Invite a project member

If you are the owner of an organization, you can invite project members.

To invite a member to a project, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select By Project.

4. Click Invite.

5. Enter the email address of the user to be invited, select a role for the user, and then choose a project for the user.

   Tip

   If you want to invite multiple members at one time, you can enter multiple email addresses.

6. Click Confirm. Then the new user is successfully added into the user list. At the same time, an email is sent to the invited email address with a verification link.

7. After receiving this email, the user needs to click the link in the email to verify the identity, and a new page shows.

8. On the new page, the user needs to view and agree with our license, and then click Submit to create the account in TiDB Cloud. After that, the user is redirected to the login page.

Remove a project member

If you are the owner of an organization, you can remove project members.

To remove a member from a project, take the following steps:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select the By Project.

4. Click Delete in the user row that you want to delete.

Manage role access

If you are the owner of an organization, you can take the following steps to configure roles for your organization members:

1. Click Organization in the upper-right corner of the TiDB Cloud console.

2. Click Organization Settings. The organization settings page is displayed.

3. Click the User Management tab, and then select By All Users.

4. Click the role of the target member, and then modify the role.

There are four roles in an organization. The permissions of each role are as follows:

Manage user profiles

In TiDB Cloud, you can easily manage your profile, including your first name, last name, and phone number.

1. Click Account in the upper-right corner of the TiDB Cloud console.

2. Click Account Settings. The Profile tab is displayed by default.

3. Update the profile information, and then click Save.