Change Management is an Organization feature that enables role-based permissions for users in the organization. It is automatically enabled for all Organizations.
Users added to the organization can access all sites associated with the organization, with access restricted based on the user's role in that organization. These roles exist to restrict who can deploy code on sites, and manage other users in the organization or sites it works on.
These tables detail the actions each role can execute on each Dashboard.
In some Dashboards, you may notice the "User in Charge" label applied to a user. This helps distinguish who created a site for Enterprise and EDU Organizations where members are allowed to spin up new Sandbox sites at will. However, in these organizations the "User in Charge" cannot adjust the site service level — e.g. to take a site live. Because this may affect the overall bill for the organization, only organization admins are allowed to change service levels.
If you are an administrator for a Pantheon organization, contact support to have the User in Charge changed.
|Create sites within an org||✔||✔||✔||✔|
|Work in Dev environments||✔||✔||✔||✔|
|Access to Multidev environments||✔||✔||✔||✔|
|Create new Multidev environments||✔||✔||✔||✔|
|Create or view support tickets||✔||✔||✔||❌|
|Access and manage Autopilot||✔||✔||✔||❌|
|Access the Workspace||✔||✔||✔||❌|
|Access the org Dashboard||✔||✔||✔||❌|
|Change site upstream||✔||✔||✔||❌|
|Deploy to Test and Live||✔||✔||❌||❌|
|Invite new team members||✔||✔||❌||❌|
|Manage user roles||✔||❌||❌||❌|
|Delete sites or remove users from an org||✔||❌||❌||❌|
|Manage a site's plan||✔||❌||❌||❌|
|Create or manage Custom Upstreams||✔||❌||❌||❌|
|Permissions||Org Admin / Owner||Team Member||Developer|
|Access the site Dashboard||✔||✔||✔|
|Work in Dev environments||✔||✔||✔|
|Change site upstream||✔||✔||✔|
|Deploy from Custom Upstreams||✔||✔||✔|
|Add/Manage Custom Domains||✔||✔||❌|
|Deploy to Test and Live||✔||✔||❌|
|Clear cache on Test and Live||✔||✔||❌|
|Manage user roles||✔||❌||❌|
|Delete sites or remove users from a site||✔||❌||❌|
|Add a Supporting Organization||✔||❌||❌|
|Manage a site's plan||✔ Org admin or Owner||❌||❌|
|Enable Pantheon Search||✔||❌||❌|
Navigate to the Organization dashboard > click Add User in the People tab.
Enter the email address of the new user > select a role > click Add user.
An email confirmation is sent to the user. Users with an existing Pantheon account are immediately added to the Organization. Users without existing accounts must first click the confirmation link in the email to create their account.
To create a new user with an unprivileged role, create the user first, then change the role as detailed below.
Navigate to the Organization dashboard > select the user's name in the People tab.
Click Operations, and choose Change Role.
Select the new role from the drop-down > click Set User Role.
To change the owner of a paid site (e.g. Basic or Performance):
Click the Billing tab in the Pantheon Site Dashboard.
Click Transfer Site > enter the email address associated with the account to which you want to transfer site ownership.
Click Send Request.
The recipient will need to confirm the transfer.
Resellers and Enterprise organizations must contact their Account Manager or create a Support ticket to request a transfer of ownership.
Keep in mind that Partner Organizations cannot own sites directly.
For Sandbox sites, within the Team modal, the current site owner can click Make Owner next to the site team member who should receive ownership of the site.
Click Team in the Site Dashboard.
Enter the user's email address > select a role > click Add Team Member.
Organization Administrators, Users in Charge, or Site Owners can add a Supporting Organization.
Click Team in the Site Dashboard.
Click Add a Supporting Organization > enter the organization's name in the search box > click Search.
Select a role > click Add.
All members of the Supporting Organization receive the role assigned on the site, regardless of their role in the Supporting Organization.
At the site level, the Developer role has the least amount of permissions and can create sites, view the Organization Dashboard, and deploy to the Development and Multidev environments. At the organization level, the Unprivileged role has the least amount of permissions and can only create sites.
The Developer role can only deploy to Development and Multidev environments. If a user needs to deploy to Live, you can promote a Developer to Team Member for a single site by adding the user to the site's team.
Enterprise Administrators can add site Team Members or Supporting Organizations to sites owned by the organization, with the Developer or organizational Team Member roles. Partner Organizations can assign users the role of an Administrator, Team Member, or Developer at the organization level.
See the steps in our Site Access doc for recovery instructions.