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project summary page, initial commit
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ShannonLeavitt authored Aug 25, 2021
2 parents 0a8ee90 + 76da51d commit 0529cec
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3 changes: 3 additions & 0 deletions docs/organizations/projects/project-team-quick-reference.md
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Expand Up @@ -146,6 +146,7 @@ Several of the following tasks require permissions granted to a member of the Pr
- [Connect to GitHub](../../boards/github/connect-to-github.md)
- [Create project](create-project.md)
- [Delete project](delete-project.md)
- [Edit project Summary](project-vision-status.md)
- [Enable/disable project services](../settings/set-services.md)
- [Export list of projects](create-project.md#list-and-connect-to-projects)
- [Export list of teams](../settings/add-teams.md#list-teams)
Expand Down Expand Up @@ -191,6 +192,7 @@ Several of the following tasks require permissions granted to a member of the Pr
:::column span="":::
- [Create project](create-project.md)
- [Delete project](delete-project.md)
- [Edit project Summary](project-vision-status.md)
- [Enable/disable project services](../settings/set-services.md)
- [Manage notifications](../../notifications/manage-team-group-global-organization-notifications.md)
- [Manage your project](../../user-guide/project-admin-tutorial.md)
Expand Down Expand Up @@ -230,6 +232,7 @@ Several of the following tasks require permissions granted to a member of the Pr
- [Connect to a project](connect-to-projects.md)
- [Create project](create-project.md)
- [Delete project](delete-project.md)
- [Edit project Summary](project-vision-status.md)
- [Manage notifications](../../notifications/manage-team-group-global-organization-notifications.md)
- [Manage your project](../../user-guide/project-admin-tutorial.md)
- [Navigate the Web portal](../../project/navigation/index.md)
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330 changes: 217 additions & 113 deletions docs/organizations/projects/project-vision-status.md

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6 changes: 3 additions & 3 deletions docs/organizations/projects/toc.yml
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Expand Up @@ -4,6 +4,9 @@
- name: Project & team quick reference
href: project-team-quick-reference.md
displayname: administrator, users, actions, manage, concepts
- name: Project summary
href: project-vision-status.md
displayname: readme, wiki, objective, administrator, summary, view, activity, members
- name: Create a project
href: create-project.md
displayname: new, connect, list, add, repository
Expand Down Expand Up @@ -41,9 +44,6 @@
- name: Manage your project
href: ../../user-guide/project-admin-tutorial.md?toc=/azure/devops/organizations/toc.json&bc=/azure/devops/organizations/breadcrumb/toc.json
displayname: policies, extensions
- name: Share your project vision
href: project-vision-status.md
displayname: readme, wiki, objective, administrator, summary, view, activity, members
- name: Rename a project
href: rename-project.md
displayname: update, change, work item, query, version control paths
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32 changes: 19 additions & 13 deletions docs/organizations/security/add-users-team-project.md
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Expand Up @@ -95,7 +95,7 @@ Team and project administrators can add existing users to their team or project.
Add existing users or groups to a team, or remove a member.
:::column-end:::
:::row-end:::
::: moniker range="azure-devops"
::: moniker range=">= tfs-2017"
:::row:::
:::column span="1":::
Project Administrators
Expand Down Expand Up @@ -418,7 +418,7 @@ Choose the **Current page** tab for information on adding a user to a team. The

::: moniker range=">= azure-devops-2019"

5. To remove members, open the team's **Members** page, choose **direct** membership, return to this page, highlight the user name and choose **Remove**.
1. To remove members, open the team's **Members** page, choose **direct** membership, return to this page, highlight the user name and choose **Remove**.

> [!div class="mx-imgBorder"]
> ![Team profile page, remove a team member](media/add-users/team-page-remove-team-member-vert.png)
Expand All @@ -444,18 +444,27 @@ Choose the **Current page** tab for information on adding a user to a team. The

<a name="summary-page"></a>

::: moniker range="azure-devops"
::: moniker range=">= tfs-2017"

## Invite users from the Summary page

As a member of the Project Administrators group, you can add members to a project from the **Summary** page and optionally add them to one or more teams.


As a member of the Project Administrators group, you can add members to a project from the **Summary** page and optionally add them to one or more teams. To learn more about the **Summary** page, see [Share your project vision, view project activity](../../organizations/projects/project-vision-status.md).
::: moniker-end
::: moniker range="< azure-devops"
> [!NOTE]
> For on-premises Azure DevOps, all email actions require an [SMTP server to be configured](/azure/devops/server/admin/setup-customize-alerts).
::: moniker-end
::: moniker range="> azure-devops-2019"
1. Open the **Project>Summary** page, and choose **Invite**.

:::image type="content" source="media/add-users/summary-invite-users.png" alt-text="Screenshot of Summary page, Invite button.":::

2. For new users, enter their email address. For existing users, type their name until it resolves as a known name to the system. You can add several email addresses or account names by separating them with a semicolon (;).
::: moniker-end
::: moniker range=">=tfs-2017 <= tfs-2018"
1. Open the **Project>Summary** page, and choose the **Add** button.
:::image type="content" source="../projects/media/summary/invite-members-tfs-2018.png" alt-text="Screenshot of Summary page, Add members button.":::
::: moniker-end
::: moniker range=">= tfs-2017"
1. For new users, enter their email address. For existing users, type their name until it resolves as a known name to the system. You can add several email addresses or account names by separating them with a semicolon (;).

:::row:::
:::column span="":::
Expand All @@ -477,8 +486,7 @@ As a member of the Project Administrators group, you can add members to a projec
> [!NOTE]
> Any valid email address is acceptable. When the user accepts the invitation and signs into Azure DevOps, they register their email address as a Microsoft account and choose a password.


2. Optionally, select the teams you want to add the user to and then choose **Add** to complete the invitation.
1. Optionally, select the teams you want to add the user to and then choose **Add** to complete the invitation.

:::row:::
:::column span="":::
Expand Down Expand Up @@ -533,11 +541,9 @@ As a member of the Project Administrators group, you can add members to a projec

::: moniker-end


<a name="add-users-team-project"></a>
<a name="add-users-to-a-project"></a>



## Add users or groups to a project

As a member of the Project Administrators group, you can add users or groups to a project from the **Project settings> Permissions** page by adding them to a security group. To add a custom security group, see [Set permissions at the project- or collection-level](set-project-collection-level-permissions.md).
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3 changes: 3 additions & 0 deletions docs/project/toc.yml
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Expand Up @@ -3,6 +3,9 @@
- name: Work across projects and services
expanded: true
items:
- name: Project summary
href: ../organizations/projects/project-vision-status.md?toc=/azure/devops/project/toc.json&bc=/azure/devops/project/breadcrumb/toc.json
displayname: stats, members, wiki, README, invite, share, collaborate
- name: Work across projects
href: navigation/work-across-projects.md
- name: Work across projects FAQs
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4 changes: 2 additions & 2 deletions docs/user-guide/project-admin-tutorial.md
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Expand Up @@ -23,15 +23,15 @@ As an organization Owner or a Project Administrator, there are a few tasks you m
## Add users to your project

::: moniker range="azure-devops"
Ensure that all members of your organization or group are added to your organization and projects. For small groups, using [Microsoft Accounts](https://account.microsoft.com/account) to add users to your organization and projects works fine.
Ensure that all members of your organization or group are added to your organization and projects. For small projects, you can [invite users to your project or team](../security/add-users-team-project.md#invite-users-from-the-summary-page).

Larger enterprises may want to consider using Azure Active Directory to manage permissions and user access. To learn more, see [About organization management](../organizations/accounts/organization-management.md).

::: moniker-end

::: moniker range="< azure-devops"

Ensure that all members of your organization or group are added to your organization and project. Larger organizations may want to consider using Azure Active Directory to keep the maintenance of managing permissions and user access. Typically, you should install Azure Active Directory before installing TFS. To learn more, see the following articles.
Ensure that all members of your organization or group are added to your organization and project. For small projects, you can [invite users to your project or team](../security/add-users-team-project.md#invite-users-from-the-summary-page). Larger organizations may want to consider using Azure Active Directory to keep the maintenance of managing permissions and user access. Typically, you should install Azure Active Directory before installing TFS. To learn more, see the following articles.

- [Install Azure Active Directory Domain Services (Level 100)](/windows-server/identity/ad-ds/deploy/install-active-directory-domain-services--level-100-)
- [Step-By-Step: Setting up Azure Active Directory in Windows Server 2016](/archive/blogs/canitpro/step-by-step-setting-up-active-directory-in-windows-server-2016)
Expand Down

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