Teams, Projects & users

Manage access and authorization

We've built SimpleBackups in a way that resource access management is the most flexible possible.

We wanted to address 3 main use cases:

You're part of a company and want to share access with your colleagues

You're working with multiple companies and want to access resources from each without needing a separate account

You want to provide access to certain resources to certain people on your team

All of the above are possible and to do that you'll need to understand how Teams and Projects work.

Teams

Go to "Team Settings" in the menu

Click on "Membership"

Fill in the invite form with the email and the role of the person you want to invite

Roles are used when you start using Projects and are described in the below section.

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Good to know A User is always bound to a team. When you first create your account a default team is assigned to you. You can invite as many Team Members as you want, and join as many Teams as you want (based on your plan). A backup (but also storage and servers) is always bound to a Team and cannot be shared across multiple Teams.

How to switch Team?

Click on the Team you want to switch to, right from the menu.

How does subscription works with Teams?

A Subscription is always bound to a Team. Meaning you'll need a subscription for each team you're part of.

Projects

A Project can be used to give access to certain resources to certain team members only. This comes in handy when you want to share access to some resources with your customers, or the other way around when a customer wants to give you access to some resources.

Project will inherit roles from the User, meaning a user with an "Editor" role will be able to edit and create resources in all Project is part of.

Good to know

To manage Projects, you'll need to be an "administrator" or the "team owner".

go to https://my.simplebackups.com/project (opens new window)

From there you can create and edit Projects.

A Project is defined by:

A name

The Team Members who have access to it

The resources (Backup, Snapshots, Connected Providers, Storage, Servers ) that are accessible from when part of the Project

Roles

Administrator: can create & manage projects within a Team

Editor: can create resources

Viewer: can view resources’

Creating a Project

To create a project click on the project dropdown menu in your navigation bar, then click on “Create project”. A dialog window will appear where you can configure your project’s name, resources, recovery note, and team users that have access to this project.

Project Overview

Once you’ve created you’re own project, you can navigate to it from the project dropdown in your navigation bar, you’ll be greeted with a summary view of your Project resources.

You’ll be able to view the resources that are assigned to this project and how they’re performing overtime, You’ll also be able to view the storages associated with your backup resources at the bottom of the Summary page.

Project sharing & guest access

Projects are a great solution for sharing Backup recovery plan & status for a project with someone without having to add them to your Team and allowing them visibility on any other resources.

To share your project’s compliance sheet, click on the share icon next to your project name, which will display a new dialog box asking you to name the access link and give it a validity period.

After clicking Generate & Copy Link a new share-able guest link will be created and copied to your clipboard

The link you’ve generated will be expired after the validity date, and the project page will become inaccessible after the defined period. Guest viewers will be able to view your Summary, Compliance and Logs tab without having to create a SimpleBackups account.

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Last updated on March 14, 2024