Manage users across your organization and workspaces and assign them relevant roles.
5 minute read
RudderStack’s user management feature lets you easily collaborate with other members of your organization. It provides different options to manage users and their permissions at the workspace level.
Manage users in organization
RudderStack lets you invite users and assign them relevant user roles within your organization.
You can invite users to an organization either as Org Admin or Org Member. The following sections detail the steps to invite users with these permissions.
Org Admin
To invite a user with Org Admin permissions:
Go to Settings > Organization. Go to the Members tab and click the Invite member button:
Enter the member’s Email address and select Organization Role as admin from the dropdown. You can send multiple invites at once by clicking Add another member. Finally, click Send invite(s) to proceed.
The Admin user gets access to all the workspaces within that organization by default.
Enter your password to send the invite(s). The user will be automatically added to the organization once they accept the invitation.
Org Member
To invite a user with Org Member permissions:
Go to Settings > Organization. Go to the Members tab and click the Invite member button:
Enter the member’s Email address and select Organization Role as member from the dropdown. You can send multiple invites at once by clicking Add another member. Finally, click Send invite(s) to proceed.
Click Add workspaces next to the invited user.
Select the specific workspace(s) you want to add the user to and click Add workspace(s).
The user will be automatically added to the specified workspace(s) once they accept the invitation.
Remove users
To remove a user from the organization, click the meatballs menu next to the user and select Remove member. Enter your password to confirm.
Edit access policy
In the Members tab, click the meatballs menu next to the user and select Edit access policy:
Click the edit icon corresponding to the Organization role or the specific workspace for which you want to change the user’s permissions.
Make the necessary changes, click Save, and enter your password to confirm.
Note that:
When you upgrade a user with Member role to Admin, they will automatically get full edit access to all the resources.
When you downgrade a user with Admin role to Member, RudderStack resets all access permissions to read-only. You need to manually set the permissions for each resource and click Save to update the access policy.
Manage users in workspaces
RudderStack lets you add/remove users and assign them relevant user roles within your workspaces.
Only the RudderStack Cloud Starter, Growth, and Enterprise plans have access to multiple workspaces within an organization.
Click the meatballs menu next to the user and select Add workspace(s). Note that you will see this option only if the user isn’t already added to that workspace.
Select the workspace(s) you want to add the user to and click Add workspace(s).
Remove users
You can remove an Org member from a specific workspace by clicking the workspace next to the user and clicking Remove from workspace, as shown:
Edit access policy
In the Members tab, click the workspace next to the user and select Edit access policy:
Click the edit icon corresponding to the Organization role or the workspace for which you want to change the user’s permissions.
Make the necessary changes, click Save, and enter your password to confirm.
If you have added users to your organization with the previous role permissions, RudderStack will automatically migrate them into the new roles and map the granular resource-level permissions as applicable.
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