A common scenario some users may face, is the desire to provide full access to one environment, but only read access to the next stage. For example the developers might be able to fully manage deployments to the development and staging environment, but only view the production deployments.
Given that a set of roles can be combined in a team and tied to a specific environment, this scenario indicates that we will need two different teams. One with the full deployment access but scoped to dev and staging, and another with just read roles scoped to production.
Creating the "Dev Deployers" Team
Start by clicking the Teams tab under Configuration in the Octopus Deploy web portal. Then click the Add team.
Give the team an appropriate name like Dev Deployers and add the Project deployer role. This role provides all the permissions of the Project contributor role, but also allows the user to deploy a release. In our case because we will limit the users to the development environment, we will allow them to also create releases and to do so they will need the Project lead role. Again this role provides all the permissions of the Project contributor role but without the deployment permissions that come with the Project deployer role.
Now that we have the roles configured for this team, we want to ensure that they are only able to be effective on specific environments. Our developers should not be able to perform UAT or Production deployments and are only allowed to deploy to the Development and Staging environments. Set the Environments field on the team page to the environments that the team should have its selected roles effective for. If this field is blank it is assumed to apply to All environments so ensure that it is correctly filled out if it should exclude others. If you want the permissions to also/instead be scoped to specific projects, then add the required projects to the Projects field for the same behavior.
With the permission rules configured add the users that you want them to apply to. Remember that if the user is a member of another team that has the same roles but for the production environment, then the permissions will be effective for both teams. The team permissions are all additive.
When you are happy with these changes hit Save to make them effective.
Creating the "Prod Deployment Viewers" Team
The previous rule was all well and good, but what about if we now want to allow the developer to see what has been deployed to production while still preventing them from pushing releases out to that stage. We can't go and modify the Dev Deployers team because that contains rules scoped to specific environments. Instead we will create a new team that is scoped to production, but only contains view permissions.
Once again go back to the Teams tab and click Add team. Lets give it a name that describes its purpose, Prod Deployment Viewers, and this time add just the Project viewer role. This allows the user to see details of a project, but not actually make any modifications.
This time we will set the Environments field to just be Production since these role are effectively already available to the users in the other environments by virtue of the Project viewer role being a subset of the already assigned Project contributor role.
Once again after adding all the users that should be a member of this team, in this case the same as those who can deploy to development, hit Save. The next time the user refreshes the page or performs an operation then these new rules will be in effect.
The permissions system in Octopus Deploy provides a very flexible way of defining what broad access to system functionality, while still allowing it to be constrained to very specific environments or projects. In this guide we have seen how a developer can have their permissions configured so that they can have full access to the first few stages of the deployment lifecycle, while allowing much limited access to the business critical production areas.