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[CASEM-1642] Add Granular Access Control in case Management #27153

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@sysy6r sysy6r commented Jan 16, 2025

What does this PR do? What is the motivation?

Case Management team is going to be releasing Project-level Access Control end of january. We want to update the public documentation to guide users as to what they can expect from this new feature.

Also, we are in the same release removing the Membership concept in case management : users won't be able to be a member of project, or to join or leave a project. so, we want to remove that from the documentation as well

Merge instructions

It's not ready to be merged. We want to merge this after we have GA the feature end of january

Merge readiness:

  • Ready for merge

@github-actions github-actions bot added the Images Images are added/removed with this PR label Jan 16, 2025
@sysy6r sysy6r changed the title Add Granular Access Control in case Management [CASEM-1642] Add Granular Access Control in case Management Jan 16, 2025
@sysy6r sysy6r force-pushed the sylvain.cizaire/add-granular-project-rbac branch from a8f9ed4 to 7cf7a84 Compare January 20, 2025 12:30
@sysy6r sysy6r marked this pull request as ready for review January 20, 2025 13:41
@sysy6r sysy6r requested a review from a team as a code owner January 20, 2025 13:41
@kayayarai kayayarai added Do Not Merge Just do not merge this PR :) editorial review Waiting on a more in-depth review labels Jan 20, 2025

By default, access to projects and cases is unrestricted. [Granular Access Control][1] can be used to manage the permissions of users, teams, roles, or your full organization at the project level. There are four sets of permissions that can be used:
- **Manager**: Users can create and edit cases, views, settings, and permissions of the project, and can delete the project.
- **Contributor**: Users can create, comment and edit cases, but not change settings or permissions or the project.
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Suggested change
- **Contributor**: Users can create, comment and edit cases, but not change settings or permissions or the project.
- **Contributor**: Users can create, comment on, and edit cases. They can't change settings, permissions, or the project.

By default, access to projects and cases is unrestricted. [Granular Access Control][1] can be used to manage the permissions of users, teams, roles, or your full organization at the project level. There are four sets of permissions that can be used:
- **Manager**: Users can create and edit cases, views, settings, and permissions of the project, and can delete the project.
- **Contributor**: Users can create, comment and edit cases, but not change settings or permissions or the project.
- **Viewer**: Users can view and watch all cases, views and settings of the project. They can’t create, edit, or comment on cases.
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Suggested change
- **Viewer**: Users can view and watch all cases, views and settings of the project. They can’t create, edit, or comment on cases.
- **Viewer**: Users can view and watch all cases, views, and settings of the project. They can’t create, edit, or comment on cases.

- **Viewer**: Users can view and watch all cases, views and settings of the project. They can’t create, edit, or comment on cases.
- **No Access**: Users can’t view any cases, views, or settings of the project.

Note that other Datadog products that integrate with Case Management in an automated way such as Monitors are able to create cases within a project regardless of the project’s access settings
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Suggested change
Note that other Datadog products that integrate with Case Management in an automated way such as Monitors are able to create cases within a project regardless of the project’s access settings
**Note:** Other Datadog products that integrate with Case Management, such as Monitors, are able to automatically create cases within a project regardless of the project’s access settings.

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This image contains company email addresses. Please blur the address or replace them with fake emails. Alternately, you could remove this image. The doc is clear and understandable without it, and images create a maintenance burden.

@github-actions github-actions bot removed the Images Images are added/removed with this PR label Jan 24, 2025
@sysy6r sysy6r requested a review from urseberry January 28, 2025 11:25
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3 participants