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Manage Mapping Cloud Manager Roles to IdP Groups

On this page

  • Role Mapping Process
  • Prerequisites
  • Add Role Mappings in Your Organization and its Projects
  • Edit Role Mappings in Your Organization and its Projects
  • Remove One Role Mapping in Your Organization and its Projects

You can map your IdP groups to Cloud Manager roles. This streamlines authorization setup. You can grant one IdP group one or more roles to simplify their access to Cloud Manager organizations, projects, and clusters.

Note

You can't edit roles for specific users on the Access Manager page if you configure role mappings for IdP groups.

  1. Cloud Manager applies the role mappings when you log in.

  2. Cloud Manager compares the IdP groups named memberOf to role mappings defined for your organizations. These organizations must use the same IdP that the user did to authenticate.

To complete this tutorial, you must have:

  • Created an IdP application. This application must have a SAML attribute named to memberOf. Map this attribute to the IdP source attributes for groups. This attribute links the IdP groups with your MongoDB Atlas roles.

  • Linked an IdP to Cloud Manager.

  • Mapped an organization to your IdP.

  • Created at least one group in your IdP.

  • Added at least one user in your IdP application to a group you created.

1
  1. Log in to Cloud Manager.

  2. Use the dropdown at the top-left of Cloud Manager to select the organization for which you want to manage federation settings.

  3. Click Settings in the left navigation pane.

  4. In Manage Federation Settings, click Visit Federation Management App.

2
  1. Click Manage Organizations.

    Cloud Manager displays all organizations where you are an Organization Owner in a table.

    • Organizations connected to federated authentication display in the Actions column.

    • Organizations unconnected to federated authentication display Connect in the Actions column.

  2. To map roles in an organization:

    1. Click Connect to enable federated authentication for that organization if needed.

    2. Click and select View.

3
  1. Click Create Role Mappings.

    Cloud Manager displays the Organization Role Mappings page.

  2. Click Create A Role Mapping.

    Cloud Manager displays the Create Role Mapping For Your Users page.

4

At the Map Group and Assign Roles stage:

Section
Action
Enter Group Name

Type the name of the group as it is displayed in your IdP in this field. Cloud Manager assigns this group to your Cloud Manager role.

Note

If the IdP group doesn't exist, you can't enter a new group name to create a new IdP group.

If you use Azure as your IdP and you selected Group Id as your source attribute, enter the group's Object ID in this field instead of the group's name. To learn more, see :ref:cm-configure-azuread-idp`.

Assign Organization Roles
Click on each Cloud Manager organization role that you want to assign to the IdP group.
  • If you don't need to assign any Cloud Manager project roles to this IdP group, click Finish. You can skip the rest of this procedure.

  • If you need to assign Cloud Manager project roles to this IdP group, click Next.

5

The Assign Project Roles stage displays a table. This table includes project names and the roles you can assign for those projects. For each project, click the project roles that you want to assign to the IdP group.

  • If you don't need to review the roles assigned to this IdP group, click Finish. You can skip the rest of this procedure.

  • If you need to review the roles assigned to this IdP group, click Next.

6

The Review and Confirm stage displays the organization and project roles assigned to the IdP group.

  • If you agree with the roles assigned to this IdP group, click Finish.

  • If you need to change the roles assigned to this IdP group, click . Cloud Manager returns to the Map Group and Assign Roles stage, described in step 4.

1
  1. Log in to Cloud Manager.

  2. Use the dropdown at the top-left of Cloud Manager to select the organization for which you want to manage federation settings.

  3. Click Settings in the left navigation pane.

  4. In Manage Federation Settings, click Visit Federation Management App.

2
  1. Click Manage Organizations.

    Cloud Manager displays all organizations where you are an Organization Owner in a table.

  2. Click next to the desired IdP Group Name and select View.

3
  1. Click Create Role Mappings.

    Cloud Manager displays the Organization Role Mappings page.

  2. Click to the right of the IdP group you want to change.

    Cloud Manager displays the Edit Your Role Mapping For This Organization page.

4

At the Map Group and Assign Roles stage:

Section
Action
Enter Group Name

Type the name of the group as it is displayed in your IdP in this field. Cloud Manager assigns this group to your Cloud Manager role.

Note

If the IdP group doesn't exist, you can't enter a new group name to create a new IdP group.

If you use Azure as your IdP and you selected Group Id as your source attribute, enter the group's Object ID in this field instead of the group's name. To learn more, see :ref:cm-configure-azuread-idp`.

Assign Organization Roles
Click on each Cloud Manager organization role that you want to assign to the IdP group.
  • If you don't need to assign any Cloud Manager project roles to this IdP group, click Finish. You can skip the rest of this procedure.

  • If you need to assign Cloud Manager project roles to this IdP group, click Next.

5

The Assign Project Roles stage displays a table. This table includes project names and the roles you can assign for those projects. For each project, click the project roles that you want to assign to the IdP group.

  • If you don't need to review the roles assigned to this IdP group, click Finish. You can skip the rest of this procedure.

  • If you need to review the roles assigned to this IdP group, click Next.

6

The Review and Confirm stage displays the organization and project roles assigned to the IdP group.

  • If you agree with the roles assigned to this IdP group, click Finish.

  • If you need to change the roles assigned to this IdP group, click . Cloud Manager returns to the Map Group and Assign Roles stage, described in step 4.

1
  1. Log in to Cloud Manager.

  2. Use the dropdown at the top-left of Cloud Manager to select the organization for which you want to manage federation settings.

  3. Click Settings in the left navigation pane.

  4. In Manage Federation Settings, click Visit Federation Management App.

2
  1. Click Manage Organizations.

    Cloud Manager displays all organizations where you are an Organization Owner in a table.

    • Organizations connected to federated authentication display in the Actions column.

    • Organizations unconnected to federated authentication display Connect in the Actions column.

  2. To map roles in an organization:

    1. Click Connect to enable federated authentication for that organization if needed.

    2. Click and select View.

3
  1. Click Create Role Mappings.

    Cloud Manager displays the Organization Role Mappings page.

  2. Click to the right of the IdP group you want to remove.

    Cloud Manager displays the Delete role mappings for this group modal.

  3. Click Delete to remove all role mappings from this IdP group.

    If you don't want to remove all role mappings, click Cancel.

←  Manage Organization Mapping for Federated AuthenticationConfigure Federated Authentication from Azure AD →