Clarify how user search works

This adds a few points which should shed light on how to search users
using a drop-down list in Rancher, whether to add users to clusters or
to projects.
This commit is contained in:
Corentin Néau
2025-05-14 15:56:40 -07:00
committed by Billy Tat
parent f4cf47d332
commit 5ddddd1a81
3 changed files with 14 additions and 4 deletions
@@ -29,7 +29,10 @@ Following project creation, you can add users as project members so that they ca
1. Click **Cluster > Projects/Namespaces**.
1. Go to the project where you want to add members. Next to the **Create Namespace** button above the project name, click **☰**. Select **Edit Config**.
1. In the **Members** tab, click **Add**.
1. Search for the user or group that you want to add to the project.
1. Search for the user or group that you want to add to the project. Note that:
* At least 2 characters must be typed in the search box for results to appear
* Users can be searched based on their username or display name
* Search is case-sensitive
If external authentication is configured:
@@ -63,4 +66,4 @@ Following project creation, you can add users as project members so that they ca
**Result:** The chosen users are added to the project.
- To revoke project membership, select the user and click **Delete**. This action deletes membership, not the user.
- To modify a user's roles in the project, delete them from the project, and then re-add them with modified roles.
- To modify a user's roles in the project, delete them from the project, and then re-add them with modified roles.
@@ -31,7 +31,10 @@ Cluster administrators can edit the membership for a cluster, controlling which
1. Click **☰ > Cluster Management**.
1. Go to the cluster you want to add members to and click **⋮ > Edit Config**.
1. In the **Member Roles** tab, click **Add Member**.
1. Search for the user or group that you want to add to the cluster.
1. Search for the user or group that you want to add to the cluster. Note that:
* At least 2 characters must be typed in the search box for results to appear
* Users can be searched based on their username or display name
* Search is case-sensitive
If external authentication is configured:
@@ -168,7 +168,11 @@ By default, your user is added as the project `Owner`.
To add members:
1. In the **Members** tab, click **Add**.
1. From the **Select Member** field, search for a user or group that you want to assign project access. Note: You can only search for groups if external authentication is enabled.
1. From the **Select Member** field, search for a user or group that you want to assign project access. Keep in mind that:
* You can only search for groups if external authentication is enabled
* At least 2 characters must be typed in the search box for results to appear
* Users can be searched based on their username or display name
* Search is case-sensitive
1. In the **Project Permissions** section, choose a role. For more information, refer to the [documentation on project roles.](../authentication-permissions-and-global-configuration/manage-role-based-access-control-rbac/cluster-and-project-roles.md)
### 4. Optional: Add Resource Quotas