Membership

Membership in a Swarm project identifies users as belonging to the project, making them part of the team.

The are only a few notable differences between project members and non-members:

Difference Member Non-Member Description
Notifications Receives Notification image Does Not Receive Notification image Members receive project notifications; non-members do not.
Avatars Receives Notification image Does Not Receive Notification image The project's home page features member's avatars.
States Receives Notification image Does Not Receive Notification image Members can transition code review states; non-members cannot.

There are two ways to become a member of a project in Swarm:

  1. Add a project and make yourself a member.
  2. Ask a member of an existing project to add you as a member.

    Note

    If the project has any owners specified, you need to ask a project owner to add you as a member.

Note

Users with super privileges in Helix Server can always adjust the settings for any project, including adjusting membership.

Add a member

If you are an owner of a project, or a member of a project without specified owners:

  1. Visit the project page that needs the new member.
  2. Click Settings in the project's toolbar.
  3. The Members text field lets you specify a Swarm project, Helix Server group, or Helix Server user to add to the members for this project. The field auto-suggests projectids, groupids, and userids by matching what you have typed so far against the list of users in the Helix Server.

    When you specify a project or group, all of the members of that project or group become members of this project. Swarm does not display all of the individual users, but it does provide a visual separation: project or group names are displayed first, with a darker blue background.

    Adding a Project Member image

    When you hover your mouse over a member project or group, a tooltip appears displaying up to 100 of the userids of the project's or group's users.

  4. Click Save.

Remove a member

If you are an owner of a project, or a member of a project without specified owners:

  1. Visit the project page that has a member you want to remove.
  2. Click Settings in the project's toolbar.

    Known members of the project are displayed beneath the Members text field, with a medium blue button representing projects or groups and a light blue button representing individual users.

  3. Click the X next to the project id, group id, or userid you want to remove.
  4. Click Save.
Warning

You are able to remove your own membership or ownership. Doing so could prevent you from managing the project.

Owners

A project owner is a Helix Server user that controls the configuration for a project. An owner does not need to be a member of a project, but once Only Owners and Super Users can edit the project has been set, only an owner or user with super privileges in Helix Server can edit any project settings.

Moderators

A project moderator is a user assigned to moderate reviews for a specific branch associated with a project. See how to specify moderators.

When Only Moderators can approve or reject reviews is set for a project branch, changing the state of any review associated with the moderated branch is restricted as follows:

These restrictions have no effect on who can start a review.

Default reviewers

User and group default reviewers can be set for individual projects and project branches. Each time a new review is created in the project or project branch, the default reviewers will be added to the review. See projects and project branches for adding default reviewers.

Important

When a review is part of multiple projects/project branches:

Example: A review is created and it is part of Project A, Project B, and Project Branch b.

Project A: default reviewer X is an Optional reviewer

Project B: default reviewer X is an Optional reviewer

Project Branch b: default reviewer X is a Required reviewer

Result: default reviewer X is added to the review as a Required reviewer

Note

If users or groups are @mentioned in a new changelist description that includes #review, they will be added to the review as reviewers. If any of these reviewers are already specified as default reviewers they will not be added to the review again, the reviewer's most restrictive reviewer option is used for the review.

Note

If a default reviewer is deleted from Helix Server they will not be added to new reviews.

Retain default reviewers

By default, default reviewers can be removed from an individual review by using the edit reviewers button on the review display page. Individual projects and branches can be configured to prevent default reviewers from being removed from individual reviews. For instructions on how to enable Retain default reviewers for a project or branch, see project or project branch.

Retain default reviewers basics

Reviews spanning multiple projects and branches

Related projects and branches

  • When a review spans related projects and branches and a user/group is a retained default reviewer in one but a standard default reviewer in the other, the branch voting option is used for the user/group reviewer in the review.
  • Example:
  • Unrelated projects and branches

    When an individual user/group default reviewer is retained for some of the projects and branches the review spans but not for others, the strictest voting option is used for a default reviewer on the review. The strictest retained default reviewer voting option is the minimum voting option for the user/group default reviewer in the review.

    Example: