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cloud account refinement initial draft
eedugon Feb 3, 2025
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Update cloud-account/join-or-leave-an-organization.md
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Update cloud-account/index.md
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Update cloud-account/multifactor-authentication.md
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23 changes: 17 additions & 6 deletions cloud-account/index.md
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Expand Up @@ -6,13 +6,24 @@ mapped_urls:

# Cloud account

% What needs to be done: Refine
Your {{ecloud}} account allows you to manage your personal settings, including your email address, password, and authentication methods. You can update these settings at any time from your user profile. Refer to [Edit user account settings](#ec-account-user-settings) for more details.

% GitHub issue: https://github.com/elastic/docs-projects/issues/304
Additionally, you can manage your organization membership, including joining or leaving an organization. Refer to [Join or leave an organization](/cloud-account/join-or-leave-an-organization.md) for more information.

% Scope notes: https://github.com/elastic/docs-projects/issues/304
This section focuses on the actions you can take as an individual user to manage your own account. It does not cover organization-wide settings, such as managing user permissions or configuring organization-level access controls, which are handled by the organization administrators.

% Use migrated content from existing pages that map to this page:
For information on organization and access management, refer to:
- [Manage your Cloud organization](/deploy-manage/cloud-organization.md)
- [Manage user roles and permissions](/deploy-manage/users-roles/cloud-organization/user-roles.md)

% - [ ] ./raw-migrated-files/cloud/cloud/ec-account-user-settings.md
% - [ ] ./raw-migrated-files/docs-content/serverless/general-user-profile.md
## Edit user account settings [ec-account-user-settings]

To edit your account settings, select the user icon on the header bar and select **Settings**. You can perform the following tasks:

* [Update your email address](../../../cloud-account/update-your-email-address.md)
* [Add an additional login method](../../../cloud-account/add-a-login-method.md). Choose from password-based login, Google sign-in, and Microsoft sign-in.

If you use password-based login, then you can perform the following additional tasks:

* [Change your password](../../../cloud-account/change-your-password.md)
* [Configure multifactor authentication](../../../cloud-account/multifactor-authentication.md)
29 changes: 24 additions & 5 deletions cloud-account/join-or-leave-an-organization.md
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Expand Up @@ -6,11 +6,30 @@ mapped_urls:

# Join or leave an organization

% What needs to be done: Refine
## Accept an invitation [ec-accept-invitation]

% Scope notes: https://github.com/elastic/docs-projects/issues/304
Invitations to join an organization are sent by email. Invited users have 72 hours to accept the invitation. If they do not join within that period, an administrator of the organization will have to send a new invitation. Refer to [manage users](/deploy-manage/users-roles/cloud-organization/manage-users.md) for more information.

% Use migrated content from existing pages that map to this page:
## Leave an organization [ec-leave-organization]

% - [ ] ./raw-migrated-files/cloud/cloud/ec-invite-users.md
% - [ ] ./raw-migrated-files/docs-content/serverless/general-manage-organization.md
On the **Members** tab of the **Organization** page, click the three dots corresponding to your email address and select **Leave organization**.

If you’re the only user in the organization, you can only leave if you deleted all your deployments and projects, and you don’t have pending bills.

## Join an organization from an existing {{ecloud}} account [ec-join-invitation]

You already belong to an organization. If you want to join a new one and bring your deployments over, follow these steps:

1. Backup your deployments to any private repository so that you can restore them to your new organization.
2. Leave your current organization.
3. Ask the administrator to invite you to the organization you want to join.
4. Accept the invitation that you will get by email.
5. Restore the backup you took in step 1.

If you want to join a new one, but leave your deployments, follow these steps:

1. Make sure you do not have active deployments before you leave your current organization.
2. Delete your deployments and clear any bills.
3. Leave your current organization.
4. Ask the administrator to invite you to the organization you want to join.
5. Accept the invitation that you will get by email.
3 changes: 3 additions & 0 deletions raw-migrated-files/cloud/cloud/ec-invite-users.md
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Expand Up @@ -26,11 +26,13 @@ To edit a member’s roles, in the **Actions** column click the three dots and s


## Accept an invitation [ec-accept-invitation]
(This section has been already added by @eedugon to the cloud-account section)

Invitations to join an organization are sent by email. Invited users have 72 hours to accept the invitation. If they do not join within that period, you will have to send a new invitation.


## Join an organization from an existing {{ecloud}} account [ec-join-invitation]
(This section has been already added by @eedugon to the cloud-account section)

You already belong to an organization. If you want to join a new one and bring your deployments over, follow these steps:

Expand All @@ -50,6 +52,7 @@ If you want to join a new one, but leave your deployments, follow these steps:


## Leave an organization [ec-leave-organization]
(This section has been already added by @eedugon to the cloud-account section)

On the **Members** tab of the **Organization** page, click the three dots corresponding to your email address and select **Leave organization**.

Expand Down
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Expand Up @@ -90,13 +90,15 @@ $$$general-assign-user-roles-table$$$


## Leave an organization [general-leave-an-organization]
(This section has been already added by @eedugon to the cloud-account section)

On the **Organization** page, click **Leave organization**.

If you’re the only user in the organization, you are able to leave only when you have deleted all projects and don’t have any pending bills.


## Join an organization from an existing Elastic Cloud account [general-join-organization-from-existing-cloud-account]
(This section has been already added by @eedugon to the cloud-account section)

If you already belong to an organization, and you want to join a new one you will need to leave your existing organzation.

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@@ -1,9 +1,11 @@
# Update your user profile [general-user-profile]
(This section has been already processed by @eedugon in the cloud-account section)

At any time, you can update your email address, change your password, or manage your multifactor authentication methods from your user profile. Check [Edit user account settings](../../../cloud-account/index.md) for more details.


## Get help and support [general-sign-up-trial-how-do-i-get-help]
(This section has been already processed by @eedugon in the cloud-account section)

We’re here to help. If you have any questions, reach out to [Support](https://cloud.elastic.co/support).

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