Skip to content

Commit de20c77

Browse files
authored
docs: HCP organization "owner" role changes (#1150)
### Description This PR updates HCP platform documentation. Previously, an organization supported a single non-transferrable owner. To better support business continuity, organizations now allow up to 3 users with the `owner` role. These owners can be added or removed as desired, although one user must always be an `owner` for the organization. ## Preview links
2 parents 96a47fa + b51ac9d commit de20c77

File tree

9 files changed

+103
-81
lines changed

9 files changed

+103
-81
lines changed

content/hcp-docs/content/docs/changelog.mdx

Lines changed: 5 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -6,6 +6,11 @@ description: |-
66
---
77

88
# Changelog
9+
### 2025-11-27
10+
HCP organizations now support the assignment of the Owner role to multiple users. This enhancement creates a more resilient administrative model, eliminating the business continuity risks and operational bottlenecks associated with single-principal ownership. For more information, refer to the [access management documentation.](/hcp/docs/hcp/iam/access-management)
11+
12+
Key Update:
13+
* Multi-Owner Support: Owners can now delegate the Owner role to additional users, ensuring redundancy if another owner is unavailable.
914

1015
### 2025-11-12
1116
HCP Consul dedicated reached its End-of-Life (EOL) on November 12, 2025, and is no longer available. All active clusters and associated project data were decommissioned in accordance with our EOL policy. For questions about your account and data, or for help migrating to a self-managed Consul deployment, contact our support team.

content/hcp-docs/content/docs/hcp/admin/orgs.mdx

Lines changed: 20 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -11,11 +11,11 @@ This page describes how to create and manage an organization in HashiCorp Cloud
1111
## Introduction
1212

1313
An _organization_ is a top-level entity in HCP for organizing resources. It contains one or more
14-
[HCP projects](/hcp/docs/hcp/admin/projects), which separate access to resources such as [HashiCorp Virtual Networks (HVN)](/hcp/docs/hcp/network) according to [user permissions](/hcp/docs/iam/users#user-permissions).
14+
[HCP projects](/hcp/docs/hcp/admin/projects), which separate access to resources such as [HashiCorp Virtual Networks (HVN)](/hcp/docs/hcp/network) according to [user permissions](/hcp/docs/iam/users#user-permissions). An organization can have up to 100 projects.
1515

16-
Users can be a member of multiple organizations if invited by the admin of other organizations. However, you can only create and own one organization for your HCP account.
16+
Users can be a member of multiple organizations, and organizations can have a maximum of 3 users with the `owner` role. Users with the `owner` role can add and remove other organization owners over time, but organizations require at least one owner at all times.
1717

18-
An organization can have up to 100 projects.
18+
You cannot create an organization if you are already the owner of an existing organization.
1919

2020
## Create an organization
2121

@@ -31,17 +31,29 @@ After you create your organization, you can [invite users to your organization](
3131

3232
To locate the organization ID:
3333

34-
1. At the bottom left, click the name of the current organization to open the organization and project selector.
35-
1. Select an organization to open the organization's dashboard.
36-
1. From the organization's dashboard, click **Organization settings**.
34+
1. At the top, click the dropdown to open the organization and project selector. Select **View all organizations**.
35+
1. Click the name of the organization.
36+
1. From the **Organization dashboard**, click **Organization settings**.
37+
1. Click the clipboard icon next to the ID to copy the **Organization ID**.
38+
39+
## Find organization owners
40+
41+
An organization can have one to three users with the `owner` role. Owners can change, but there must always be at least one owner per organization.
42+
43+
To find the organization's current owners, perform the following steps:
44+
45+
1. At the top, click the dropdown to open the organization and project selector. Select **View all organizations**.
46+
1. Click the name of the organization.
47+
1. From the **Organization dashboard**, click **Organization settings**.
3748
1. To copy the **Organization ID**, click the clipboard icon next to the ID.
3849

3950
## Manage an organization
4051

4152
To change your organization's name:
4253

43-
1. Sign in to [the HCP Portal](https://portal.cloud.hashicorp.com/).
44-
1. From the organization's dashboard, click **Organization settings**.
54+
1. At the top, click the dropdown to open the organization and project selector. Select **View all organizations**.
55+
1. Click the name of the organization.
56+
1. From the **Organization dashboard**, click **Organization settings**.
4557
1. At the top-right, click **Manage**, and then click **Rename organization**.
4658
1. Enter a new organization name. The name must contain between 3 and 40 characters, and it may include ASCII letters, numbers, hyphens, and underscores. The name must be unique. If another organization is already using the name, you will receive a prompt to choose a different one.
4759
1. Click **Save**.

content/hcp-docs/content/docs/hcp/admin/projects/index.mdx

Lines changed: 20 additions & 43 deletions
Original file line numberDiff line numberDiff line change
@@ -6,36 +6,26 @@ description: |-
66

77
# Projects
88

9-
Projects are lightweight containers for resources or use cases that require similar access. An organization contains one or more projects. HCP resources such as [HashiCorp Virtual Networks
10-
(HVN)](/hcp/docs/hcp/network) and server clusters reside within Projects.
9+
Projects are lightweight containers for resources or use cases that require similar access. An organization contains one or more projects. HCP resources such as [HashiCorp Virtual Networks (HVN)](/hcp/docs/hcp/network) and server clusters reside within projects.
1110

12-
Use projects to segment access within an organization. For example, projects can separate teams, use cases, or environments, such as development, staging, and production. The billing summary reports usage per project.
11+
Use projects to segment access within an organization. For example, projects can separate teams, use cases, or environments, such as development, staging, and production. The billing summary reports usage per project.
1312

1413
Here are important characteristics about HCP projects:
1514

1615
- _Global_ [HCP service quotas](/hcp/docs/hcp/admin/support#service-quotas) remain at the
17-
organization level and they are not enforced per project.
16+
organization level and they are not enforced per project. Refer the [HCP Support](/hcp/docs/hcp/admin/support) page to learn more about the service quotas.
1817

1918
- An [organization](/hcp/docs/hcp/admin/orgs) can contain 1 or more projects.
2019

21-
<Note>
20+
- HCP resource names, such as a cluster name, are unique to projects.
2221

23-
Refer the [HCP
24-
Support](/hcp/docs/hcp/admin/support) page to learn more about the service
25-
quotas.
26-
27-
</Note>
28-
29-
- HCP resource names (e.g. cluster name) are unique per project and not per
30-
organization.
31-
32-
- You cannot deploy an HCP Vault Dedicated cluster if an
33-
HVN belongs to a different project.
22+
- You cannot deploy an HCP Vault Dedicated cluster if an HVN belongs to a different project.
3423

3524
- To delete a project, all resources under the project must be deleted or
36-
deactivated first. See the [manage resources](#manage-resources) section.
25+
deactivated first. Refer to [manage resources](#manage-resources) for more information.
26+
27+
## Use Cases
3728

38-
### Use Cases
3929
Taking advantage of segregating access within your organization via projects is the best way to enforce least privileged access. Deploying all HCP services or resources within one project, can lead to several unintended consequences.
4030

4131
- Increased likelihood of over privileging identities within the project
@@ -46,55 +36,42 @@ Taking advantage of segregating access within your organization via projects is
4636

4737
Users with organization contributor, admin, or owner roles can create new
4838
projects. If an organization contributor creates a new project, the user
49-
automatically becomes the admin of that project. (Refer to the [User
50-
Permissions](/hcp/docs/hcp/admin/users#user-permissions) for information about
51-
the roles you can assign.)
39+
automatically becomes the admin of that project. Refer to the [User Permissions](/hcp/docs/hcp/admin/users#user-permissions) for information about
40+
the roles you can assign.
5241

5342
1. Log into [HCP Portal](https://portal.cloud.hashicorp.com/) and choose your
54-
organization.
55-
56-
<Note>
57-
58-
If you have logged in before, the portal opens the last project you were in.
59-
Navigate back to the organization level from the breadcrumbs, or click on the
60-
HashiCorp icon at the top-left to choose your organization.
61-
62-
</Note>
43+
organization. If you have logged in before, the portal opens the last project you were in.
44+
Navigate to the Organization to change projects.
6345

6446
1. Select **Projects** in the sidebar.
6547

66-
1. Click **+ Create project**.
48+
1. Click **Create project**.
6749

6850
1. Enter the **Project name** and **Project description**.
6951

7052
1. Click **Create project** to complete.
7153

72-
7354
## Manage projects
7455

75-
Users with project admin role can edit the existing project name and
76-
description, or delete the project. (Refer to the [User
77-
Permissions](/hcp/docs/hcp/admin/users#user-permissions) for information about
78-
the roles you can assign.)
56+
Users with project owner and admin roles can edit the existing project name and
57+
description, or delete the project. Refer to [User Permissions](/hcp/docs/hcp/admin/users#user-permissions) for information about
58+
the roles you can assign.
7959

8060
1. Log into [HCP Portal](https://portal.cloud.hashicorp.com/) and choose your
8161
organization.
8262

8363
1. Select **Projects** in the sidebar.
8464

85-
1. Expand the menu next to the project you wish to modify, and select **Edit
86-
project** to edit the project name or description, or select **Delete** to
65+
1. Expand the menu next to the project you wish to modify.
66+
Select **Edit project** to edit the project name or description, or select **Delete** to
8767
delete the project.
88-
![Projects overview](/img/docs/hcp-core/project-menu.png)
89-
90-
1. Select **View project** will take you to the project setting page where you
91-
can find the **project ID**.
9268

69+
1. Select **View project** to find information about the project, such as the project ID.
9370

9471
## Manage resources
9572

9673
![HCP Organization Structure](/img/docs/hcp-core/diagram-hcp_organization_project-resources.png)
9774

98-
A resource is any item that the access management system controls access to. Examples of resources are a HCP Vault Dedicated cluster, HCP Packer Bucket, HashiCorp Virtual Network (HVN) or a HCP Vault Secret App. The **Active Resources** page lists all resources created in the project. To delete a project, all resources must be deleted. If an resource exists, HCP will block users from deleting the project. This page helps you to identify what resources are still in the project.
75+
A resource is any item that the access management system controls access to. Examples of resources are an HCP Vault Dedicated cluster, an HCP Packer Bucket, or a HashiCorp Virtual Network (HVN). The **Active Resources** page lists all resources created in the project. To delete a project, all resources must be deleted. If a resource exists, HCP blocks users from deleting the project. This page helps you to identify what resources are still in the project.
9976

10077
![Active Resources](/img/docs/hcp-core/active-resources-page.png)

content/hcp-docs/content/docs/hcp/admin/support.mdx

Lines changed: 2 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -40,11 +40,12 @@ The following table describes the quotas and default values.
4040
| Hashicorp Cloud Platform | [HVN Routes](/hcp/docs/hcp/network/hvn-aws/routes) | 15 | Global | Yes |
4141
| Hashicorp Cloud Platform | [Transit Gateway Attachments](/hcp/docs/hcp/network/hvn-aws/routes) | 10 | Global | Yes |
4242
| Hashicorp Cloud Platform | [HVN Peering Connections](/hcp/docs/hcp/network/hvn-aws/hvn-peering) | 10 | Global | Yes |
43+
| Hashicorp Cloud Platform | [Users assigned Owner role](/hcp/docs/hcp/iam/access-management) | 3 | Global | No |
4344
| HCP Vault Dedicated | [Vault clusters](/hcp/docs/vault) | 6 | Global | Yes |
4445
| HCP Vault Dedicated | [Vault performance secondaries](/hcp/docs/vault/perf-replication) | 5 | Global | Yes |
4546
| HCP Boundary | [Boundary clusters](/hcp/docs/boundary) | 1 per **project** | Global | No |
4647

47-
Last Update: March 4, 2024
48+
Last Update: Novemeber 25, 2025
4849

4950
<Warning>
5051

content/hcp-docs/content/docs/hcp/create-account.mdx

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -12,7 +12,7 @@ This page explains how to create an account in HashiCorp Cloud Platform (HCP) an
1212

1313
To meet data residency requirements, HCP requires separate accounts for the global and European geographies.
1414

15-
To create a global HCP account, sign up on [the HCP portal](https://portal.cloud.hashicorp.com/). To an HCP Europe account, sign up on [the HCP Europe portal](https://portal.cloud.eu.hashicorp.com/).
15+
To create a global HCP account, sign up on [the HCP portal](https://portal.cloud.hashicorp.com/). To create an HCP Europe account, sign up on [the HCP Europe portal](https://portal.cloud.eu.hashicorp.com/).
1616

1717
For more information, refer to [HCP Europe](/hcp/docs/hcp/europe).
1818

content/hcp-docs/content/docs/hcp/iam/access-management.mdx

Lines changed: 39 additions & 11 deletions
Original file line numberDiff line numberDiff line change
@@ -8,21 +8,37 @@ description: |-
88

99
This topic describes HCP's access management features. You can set roles and permissions at either the _organization level_ , _project level_ or _resource level_ to secure access to HCP resources.
1010

11-
## Roles & Permissions
11+
## Roles and permissions
1212

1313
@include '/hcp-administration/permission-intro.mdx'
1414

15-
### Organization
15+
## Add new role assignment
1616

17-
The following tables describe role permissions assigned at the organization level.
17+
To assign roles at a fine-grained level using the HCP platform, users must have one of the following permissions:
1818

19-
<Tabs>
20-
<Tab heading="All Services" group="all-services">
19+
- `owner` role for the HCP organization
20+
- `admin` role for the HCP organization
21+
- `Organization IAM policies administrator` role
22+
23+
To assign a new role:
24+
25+
1. At the top, click the dropdown to open the organization and project selector. Select **View all organizations**.
26+
1. Click the name of the organization.
27+
1. From the **Organization dashboard**, click **Access Control (IAM)**.
28+
1. Click **Add new assignment**. If you are not an organization's owner, this option does not appear.
29+
1. Enter the user's email address.
30+
31+
You can change the user's role assignment and the service associated with that role assignment using the drop-down menus. When you set a role assignment for all services, it sets the user's role in the organization.
32+
33+
## Organization level roles and permissions
34+
35+
The following table describes the roles and permissions available at the organizational level.
2136

2237
| HCP Organization Permissions | Owner | Admin | Contributor | Viewer | Browser | No role |
2338
| --------------------------------- | :-----: | :------: | :---------: | :------: | :------: | :------: |
2439
| Add and delete users | &#9989; | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; |
2540
| Manage user permissions | &#9989; | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; |
41+
| Add or remove owners | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; | &#10060; |
2642
| View users | &#9989; | &#9989; | &#9989; | &#9989; | &#9989; | &#9989; |
2743
| View groups | &#9989; | &#9989; | &#9989; | &#9989; | &#9989; | &#9989; |
2844
| Manage service principals | &#9989; | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; |
@@ -35,7 +51,9 @@ The following tables describe role permissions assigned at the organization leve
3551
| Manage SSO configuration | &#9989; | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; |
3652
| Manage billing resources | &#9989; | &#9989; | &#10060; | &#10060; | &#10060; | &#10060; |
3753

38-
</Tab>
54+
The following tables provide additional ways to understand permissions, based on needs such as billing and SSO management.
55+
56+
<Tabs>
3957

4058
<Tab heading="Resource Manager" group="resource-manager">
4159

@@ -75,7 +93,6 @@ The following tables describe role permissions assigned at the organization leve
7593
| Manage SSO and SCIM configuration | &#10060; |
7694
| Manage billing resources | &#9989; |
7795

78-
7996
</Tab>
8097

8198
<Tab heading="IAM" group="iam">
@@ -128,7 +145,17 @@ To learn more about each permission, refer to [HCP Terraform organization permis
128145

129146
A user can be a part of an organization with no roles assigned directly to them through the [SSO default role settings](/hcp/docs/hcp/admin/iam/sso) or IAM settings. To enforce least-privileged access, new users will have a limited experience within the platform until an Admin assigns either an organization or project role to the user.
130147

131-
### Project
148+
## View current role assignments
149+
150+
To view a list of current role assignments in an organization, perform the following steps:
151+
152+
1. At the top, click the dropdown to open the organization and project selector. Select **View all organizations**.
153+
1. Click the name of the organization.
154+
1. From the **Organization dashboard**, click **Access Control (IAM)**.
155+
156+
The **Role assignments** page lists the currently assigned roles and provides an interface to search and filter the current assignments.
157+
158+
## Project level roles and permissions
132159

133160
The following tables describe role permissions scope to the project level.
134161

@@ -227,19 +254,20 @@ To learn more about each permission, refer to [HCP Terraform project permissions
227254

228255
</Tabs>
229256

230-
#### Assign a project role
257+
## Assign a project role
231258

232259
@include '/hcp-administration/assign-project-role.mdx'
233260

234-
# Role Names and Role IDs
261+
## Role names and role IDs
235262

236-
To interact with the HCP Access Management system using the [HCP Terraform provider](https://registry.terraform.io/providers/hashicorp/hcp/latest) or public APIs, you must properly format the role IDs you reference.The table lists role names and the formatting of their Role IDs.
263+
To interact with the HCP Access Management system using the [HCP Terraform provider](https://registry.terraform.io/providers/hashicorp/hcp/latest) or public APIs, you must properly format the role IDs you reference. The following able lists role names and the formatting of their Role IDs.
237264

238265
<Tabs>
239266
<Tab heading="All Services" group="all-services">
240267

241268
| Role name | Role ID |
242269
| ----------- | :------------------------------: |
270+
| Owner | `roles/owner` |
243271
| Admin | `roles/admin` |
244272
| Contributor | `roles/contributor` |
245273
| Viewer | `roles/viewer` |

content/hcp-docs/content/docs/hcp/iam/users.mdx

Lines changed: 7 additions & 6 deletions
Original file line numberDiff line numberDiff line change
@@ -6,14 +6,14 @@ description: |-
66

77
# Users
88

9+
This page describes how to add users to your HashiCorp Cloud Platform (HCP) account and manage their access to resources.
10+
11+
## Introduction
12+
913
When you sign up for a HashiCorp Cloud Platform (HCP) account for the first
10-
time, the HCP Portal takes you to the [create
11-
organization](https://portal.cloud.hashicorp.com/orgs/create) page to set up
12-
your organization. You can invite additional users to the organization so that
14+
time, the HCP Portal takes you to the [create organization](https://portal.cloud.hashicorp.com/orgs/create) page to set up your organization. You can invite additional users to the organization so that
1315
they can access the resources.
1416

15-
This page describes how to add users to your HashiCorp Cloud Platform (HCP) account and manage their access to resources.
16-
1717
## Invite users
1818

1919
Use the following procedure to invite users into your organization using email.
@@ -30,5 +30,6 @@ users.
3030

3131
@include '/hcp-administration/permission-intro.mdx'
3232

33-
## Access Management
33+
## Access management
34+
3435
For more information about permissions, the different types of roles and how they can be used within HCP, checkout the [Access Management](/hcp/docs/hcp/iam/access-management) page.

content/hcp-docs/content/partials/hcp-administration/invite-users.mdx

Lines changed: 1 addition & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -1,8 +1,7 @@
11
<Note>
22

33
If [Single Sign-On](/hcp/docs/hcp/iam/sso) is enabled, manage the users
4-
through the configured identity providers instead. The option to manually invite
5-
users as described in this section will not be available.
4+
through the configured identity providers instead.
65

76
</Note>
87

0 commit comments

Comments
 (0)