Adding and Managing Members

A person becomes a Coveo Cloud organization member when their account from one of the supported identity set (such as Google, Salesforce, or Office 365) is linked to a Coveo Cloud organization group or individually invited to join a group. Consequently, members are defined in the 3rd party identity providers, allowing you to more centrally manage access. Members authenticate themselves to Coveo Cloud with their 3rd party identity provider credentials.

People performing management tasks in the Coveo Cloud administration console and end users of Coveo-powered search interfaces are typical organization members.

An organization comes with built-in groups, and each of these groups has its own set of privileges. Administrators can review group privileges (see Review Granted Privileges for Group Members and Built-In Groups).

Access the “Members” Page

  1. If not already done, log in to the Coveo Cloud platform as a member of a group with the required privileges to manage members in the target Coveo Cloud organization.

  2. In the main menu on the left, under Organization, select Members.

Search Members

On the Members page, in the filter box, enter a name, an email address or username, or an identity provider.

The filter automatically applies as you type, hiding all members that do not match your input.

Add Members

There are several ways to add members to your organization:

  • Adding a single member manually on the Members page.
  • Linking an identity set of an OpenID domain (Google, Salesforce, Salesforce sandbox, or Office 365) to a group.
  • Linking a single sign-on provider to a group.

Regardless of the method you use, your members are defined in a third-party identity provider, which allows you to manage them centrally. Members log in to Coveo Cloud with their credentials from this identity provider.

The following procedure describes how to add a single member to your organization through the Members page. For the other two methods, which must be executed on the Groups page, see Adding and Managing Groups.

To add a member manually

  1. The group to which you will add your new member must already exist. If you have not created a group yet, see Adding and Managing Groups. Alternatively, you can also use one of the built-in groups.

  2. On the Members page, click Add Member.

    If the Add Member button is grayed and unresponsive, you do not have all of the required privileges to perform this action.

  3. In the Add a Member panel:

    1. In the Provider drop-down menu, select the identity provider in which the member to add is defined. When logging in the Coveo Cloud administration console, your member will have to enter the credentials they use to log in to this third-party. Your options are:

      • Any listed, which lets the user choose from the supported providers when they log in your organization for the first time.
      • OpenID domains Google, Salesforce, Salesforce sandbox, and Office 365.
      • Single sign-on, if you implemented SAML single sign-on in your organization.
    2. Depending on the provider option you chose, provide the required information:

      Any listed Google Salesforce, Office 365, and single sign-on
      In the Username box, enter the email address that the member must use to log in to Coveo Cloud.

      i. In the Username box, enter the desired Google user account name.

      ii. Under Email notification, check the Send email box if you want the member to receive an invitation to join your Coveo Cloud organization.

      i. In the Username box, enter the desired user account name.

      ii. Under Email notification, check the Send email box if you want the member to receive an invitation to join your Coveo Cloud organization, and then, under Email, enter their email address.

    3. In the Group drop-down menu, select the group to which you want to add the user.

    4. Click Add Member.

      The user will appear on the Members page once they accept the invitation. The user must log in once to platform.cloud.coveo.com/login and authorize Coveo Cloud to use their account to become a group and organization member. The invitation expires after 14 days if the user does not log in.

Delete Members

Deleting a member immediately revokes their access to your organization, i.e., to the Coveo Cloud administration console and/or to your Coveo-powered search interfaces.

  1. On the Members page, click the member you want to remove from your organization.

  2. In the Action bar, click Delete.

  3. Next to the Are you sure? confirmation prompt, click Delete.

Required Privileges

The following table indicates the privileges required to view or delete members (see Privilege Management and Privilege Reference).

Action Service - Privilege Required access level
View members

Organization - Groups

Organization - Organization

View
Add or delete members

Organization - Organization

View

Organization - Groups

Edit