Manage your project
Azure DevOps Services | Azure DevOps Server 2020 | Azure DevOps Server 2019 | TFS 2018 - TFS 2013
With most Azure DevOps Services, you can start using the service and configure resources as you go. No up-front work is required. Most settings define defaults.
As an organization Owner or a Project Administrator, there are a few tasks you might want to do to ensure a smooth operational experience. If you need to manage an organization with a large user base, consider additional tasks to structure your projects to support multiple teams or software development applications.
Add users to your project
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.
Larger enterprises may want to consider using Azure Active Directory to manage permissions and user access. To learn more, see About organization management.
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. 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.
To delegate the task of managing user access, add a user with Stakeholder or higher access to the Project Collection Administrators group.
Grant or restrict permissions
Access to features and functions is controlled by access-level assignments, permissions, and security groups. To quickly understand the defaults configured for your project, see Default permissions and access.
If the Project-Scoped Users well known group to hide settings preview feature is enabled for the organization, users added to the Project-Scoped Users group won't be able to access projects that they haven't been added to. To learn more, see About projects and scaling your organization, Project-scoped Users group.
To delegate specific tasks to others, add them to a built-in or custom security group or add them to a specific role. To learn more, see the following articles.
- Grant or restrict access to select features and functions
- Set permissions at the project level or project collection level
To learn more about permissions and security, review the following articles:
Limit identity search and selection
For organizations that manage their users and groups using Azure Active Directory (Azure AD), people pickers provide support for searching all users and groups added to Azure AD, not just those added to your project. people pickers support the following Azure DevOps functions:
- Selection of a user identity from a work tracking identity field such as Assigned To
- Selection of a user or group using @mention in a work item discussion or rich-text field, a pull request discussion, commit comments, or changeset or shelveset comments
- Selection of a user or group using @mention from a wiki page
As shown in the following image, you simply start typing into a people picker box until you find a match to a user name or security group.
To limit the identity selection to just those users and groups added to a project, perform the following procedure for your organization and projects.
- Enable the Limit user visibility for projects preview feature for the organization. To learn how, see Manage or enable features.
- Add the users to your project(s) as described in Add users to a project or team. Users added to a team are automatically added to the project and team group.
- Open Organizations Settings>Security>Permissions and choose Project-Scoped Users. Choose the Members tab. Add all users and groups that you want to scope to the project(s) you've added them to. To learn more, see Set permissions at the project- or collection-level. The Project-Scoped Users group only appears under the Permissions>Groups once Limit user visibility for projects preview feature is enabled.
Share your project vision
Each project has a summary page that's useful for sharing information through README files. Or, redirect users to a project Wiki. For users who are new to your project, we recommend that you set up your project summary page or provision a Wiki. Use these features to share established processes and procedures for your project.
Each project has a summary page that's useful for sharing information through README files. For users who are new to your project, we recommend that you set up your project summary page. Use this feature to share established processes and procedures for your project.
Remove unused services
To simplify the web portal user interface, you can disable select services. For example, if you use a project only to log bugs, then disable all services except for Boards.
This example shows that Test Plans is disabled:
Set DevOps policies
Set policies to support collaboration across your teams, secure your projects, and automatically remove obsolete files. To set policies, review the following articles:
Define area and iteration paths to track work
If you support several products, you can assign work items by feature area by defining area paths. To assign work items to specific time intervals, also known as sprints, you configure iteration paths. To use the Scrum tools—sprint backlogs, taskboards, and team capacity—you need to configure several sprints. For an overview, see About areas and iteration paths.
Customize work-tracking processes
All work-tracking tools are available immediately after you create a project. Often, one or more users may want to customize the experience to meet one or more business needs. Processes are easily customized through the user interface. However, you may want to establish a methodology for who manages the updates and evaluates requests.
To learn more, see the following articles:
All work-tracking tools are available immediately after you create a project. Often, one or more users may want to customize the experience to meet one or more business needs. But, you may want to establish a methodology for who manages the updates and evaluates requests.
To learn more, see On-premises XML process model.
Review and update notifications
A number of notifications are predefined for each project you add. Notifications are based on subscription rules. Subscriptions arise from the following areas:
- Out-of-the-box or default subscriptions.
- Team, organization, and collection-level notifications, managed by a team administrator or member of the Project Collection Administrators group.
- Project notifications, managed by a member of the Project Administrators group.
If users believe they're getting too many notifications, direct them to opt out of a subscription.
Configure an SMTP server
In order for team members to receive notifications, you must configure an SMTP server.
Add teams to scale your organization
We recommend that you add teams as your organization grows. Each team gets access to their own set of customizable Agile tools.
To learn more, see the following articles:
- About projects and scaling your organization
- Add a team, move from one default team to several teams
- Add a team administrator
Install and manage extensions
An extension is an installable unit that adds new capabilities to your projects. Azure DevOps extensions support the following functions:
- Planning and tracking of work items, sprints, scrums, and so on
- Build and release flows
- Code testing and tracking
- Collaboration among team members
You want to tell your users about extensions and that they can request an extension. To install and manage extensions, you must be an organization Owner, a member of the Project Collection Administrators group. Or, you can get added to the Manager role for extensions.
Set up billing
All organizations can add up to five users with Basic access and unlimited users with Stakeholder access. If you need to add more users or pay for additional services or extensions, set up billing.