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Team Development

When you create an account in the InterSystems Cloud Services Portal, a default tenant is created for you. You can see the name of your tenant in the indicator in the top left corner of the Cloud Services Portal. You are considered the Owner of this tenant, and you are given the role of Admin in the tenant. If you have not been invited to any other tenants, any FHIR Accelerator Service deployments you create are housed in this tenant.

If you are part of a development team, you can invite other members of the team to your tenant. That way, they can log in to the Cloud Services Portal using their own usernames and passwords and have access to the deployments in your tenant.

Invite a Team Member to a Tenant

If you have the Admin role in a tenant, for example, in your default tenant, you can invite a team member to the tenant.

To invite a new member to a tenant:

  1. On the main menu, click Settings, and then click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Action column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Access Management section for the tenant, type the member’s email address.

  4. In the Role drop-down list, select the role you would like the member to have:

    • Read—The member can access the tenant, but not make any modifications to any of the deployments.

    • Write—The member can access the tenant and make modifications to any of the deployments, but not manage access to the tenant.

    • Admin—The member can access the tenant, make modifications to any of the deployments, and manage access to the tenant.

  5. Click INVITE.

The member will appear in the Current Members list for the tenant, with a Status of PENDING INVITATION. When the member accepts the invitation, the Status changes to ACTIVE.

You can withdraw an invitation by clicking the Withdraw Invitation icon in the Action column for that member.

If you withdraw an invitation, or a member rejects an invitation, that member is removed from the Current Members list.

Note:

You may need to click REFRESH to see the latest values in the Status column.

Respond to an Invitation to a Tenant

If you are invited to a tenant, you will see a notification at the top right of the page in the Cloud Services Portal, indicating the number of waiting invitations.

To respond to an invitation:

  1. Either click the notification icon and then click the popup that asks you to respond to the invitation, or click Settings, and then click Tenants on the main menu.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a pending invitation, click the Accept Invitation icon or the Reject Invitation icon in the Action column.

If you accept an invitation to a tenant the Status column for that tenant changes to ACTIVE. If you reject an invitation, the tenant is removed from the list.

Switch to a New Tenant

At the top left of the page in the Cloud Services Portal, you will see an indicator that tells you which tenant you are currently in. If you have access to more than one tenant, you can switch to any of those tenants.

To switch to a different tenant:

  1. Click the tenant indicator at the top left of the screen.

  2. On the Tenant Details screen, in the Switch Tenant drop-down list, select the new tenant to which you want to switch.

  3. Click SWITCH.

When you switch tenants, the indicator at the top left of the screen changes to indicate the current tenant. You now have access to the deployments in the new tenant. In the main menu, click Deployments to work on any of the deployments in this tenant.

Note:

The level of access you have to the deployments in this tenant is determined by the role you were given when you were invited to the tenant. Some of the functionality you are accustomed to using may not be available on the various screens in the Cloud Services Portal.

Leave a Tenant

If you no longer have the need to access a tenant, you may leave a tenant. After you leave a tenant, you will no longer have access to the tenant unless you are invited again by an Admin of that tenant.

To leave a tenant:

  1. On the main menu, click Settings, and then click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. If you do not have the role of Admin for the tenant, in the row for the tenant you want to leave, click the Leave icon in the Action column.

  3. If you do have the role of Admin for the tenant:

    1. In the row for the tenant you want to leave, click the Manage Access icon in the Action column.

    2. In the Current Members list for the tenant, in the row for your name, click the Leave icon in the Action column.

Note:

You cannot leave a tenant if you are the owner of that tenant.

Change the Role of a Team Member

If you have the Admin role in a tenant, you can change the role of an existing team member in that tenant.

To change the role of team member:

  1. On the main menu, click Settings, and then click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Action column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Current Members list for the tenant, find the team member whose role you want to change, and select a new role from the Role drop-down list.

    You will see a banner saying that the role has been updated for that user. No other actions are necessary.

Note:

You cannot change the role of the member who is the owner of a tenant. That user will always have the Admin role.

Remove a Team Member

If you have the Admin role in a tenant, you can remove a team member who no longer needs to access that tenant.

To remove a team member:

  1. On the main menu, click Settings, and then click Tenants.

    You will see a list of all the Current Tenants you have access to, or for which you have pending invitations.

  2. In the row for a tenant, click the Manage Access icon in the Action column.

    This icon will appear for any tenant for which you have the Admin role.

  3. In the Current Members list for the tenant, find the team member whom you want to remove, and click the Remove Member icon in the Action column.

Note:

You cannot remove the member who is the owner of a tenant.

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