Users and Permissions

In the “Users and Permissions” menu, you can view, add, edit and delete users in a workspace, as well as create groups and change user permissions.

To access this area, go to “Settings” and then “Users and permissions”.

Follow the documentation below according to the tabs:

• Users

• Groups

• Permissions

Users

In the "Users" tab you can see the following options and information:

Search for users: search for a user by a specific name in the search bar

Name: list of users who have access to the space and their respective emails below.

Status: indicates the status of the invitation, with the following types of user status:

• Active: the user has activated the account.

• Waiting: when the invited user has not yet accessed the space.

Permission: the type of authorization the user has in the workspace, with the following types of permission:

• Administrator: configures access and payment, creates and edits information, etc.

• Owner: the person who created the workspace.

• Developer: can create and edit modules, flows and integrations.

Invite user

To invite a user, follow these steps:

1) At the top of the "Users" tab, click the "Invite user" button. The following modal will appear:

2) Enter the email and choose the permission type. Then, click "Invite".

3) The invited user will receive an email to access the workspace.

Resend Invitation

If a user has been added to a workspace but has not yet created an account, you can resend the invitation. To do this, simply click "Resend invitation".

If the invited user already has an account on the Skyone Data platform, in addition to resending the invitation, you can also delete the invitation by selecting the "Delete" option. A modal will appear to confirm the deletion.

Change user permission

After the invitation is accepted, meaning the user has an Active status, you can change their permission. Follow these steps:

1) Click the arrow next to the user's permission type.

2) From the list of options, choose the most appropriate one.

3) Confirm the action.

Remove user

To remove a user, follow these steps:

1) Click the arrow next to the user's permission type.

2) From the list of options, click "Remove access".

3) Then, confirm the action by clicking "Delete".

It is not possible to undo the deletion. If you regret it, you will have to add the user again.

Groups

In "Groups," you can create and manage workspace groups. By default, all users in a workspace belong to the "default" group, and this group cannot be edited.

Concept

The "Groups" feature allows you to specify which workspace members have permission to manage specific items on the platform. This functionality applies to modules, flows, integrations, and API Gateway. Additionally, if Data Studio is enabled, it also applies to Data Job, File Job, and File Template resources.

✅ Key Points:

• Choosing the correct group is crucial to ensure user access. Without the appropriate permissions, a user won't be able to view or manage certain items.

• Flows follow the integration hierarchy. This means that if an integration is set to be accessed only by the "XY" group, this setting also applies to related flows.

• Despite being accessed in Flow Canvas, Data Studio does not follow the integration hierarchy. In other words, there is no linkage when choosing the groups that can manage Data Job, File Job, and File Template resources.

• When executed manually in Flow Canvas with a Data Job or File Job component that the user doesn't have access to, the execution uses the group saved for that Data Job/File Job, not the user's group.

Use case: using Groups to manage access to flows

Create a group

To create a group, follow these steps:

1) In the "Groups" tab, click "Create a new group".

2) Fill in the "name" and "description" fields. Then, click "Create".

The name and description cannot be changed after the group is created.

3) That's it! The group will appear in the "Groups" tab.

Adding a user to a group

To add a user to a group, simply click on the names in the drop-down list, and you can add one or several users simultaneously.

Removing a user from a group

To remove a user from a group, simply click on the “x” icon to the right of their name.

It is not possible to delete users from the Default group.

Delete group

To delete a group, simply click the "Delete Group" button next to the Add Users button for the group in question.

Then, type the group's name to confirm the action.

Permissions

The "Permissions" tab allows you to view the existing permissions in that space, the number of users in each type of permission and manage the types of actions allowed.

This option is only available to workspace administrators.

Types of permissions

There are two types of permissions: Admin and Developer.

• Admin: can create, edit and delete any information in the workspace. They also have access to administrative tasks such as Usage and Payment.

• Developer: can develop integrations on the platform, but does not have access to administrative tasks.

You cannot create custom permissions.

The right-hand corner of each permission shows the number of users with this permission.

Managing permissions

By clicking on each type of permission, it is possible to check more details, as well as edit the allowed actions of the permission.

Edit permissions

To edit the permission's allowed actions, click on “Edit”. You can then enable or disable the permissions options.

The following categories can be edited:

Workspace users

• Add users to the workspace: Allows you to add a new user to the workspace.

• Authorize users in the workspace: Allows you to authorize new users.

• Change user permission: Allows you to change the type of user permission within the workspace.

• Delete users from the workspace: Allows you to reject or exclude a user from the workspace.

Connected Account

• Create connected account: allows you to create a connected account.

• Edit connected account: allows you or other people to edit connected accounts.

• Delete connected account: allows you to delete any connected account.

API Gateway

• Create API Gateway: allows you to create a new API Gateway.

• Edit API Gateway: allows you to edit API Gateways created by you or others.

• Delete API Gateway: allows you to delete any API Gateway.

API Gateway Users

• Create API Gateway user: allows you to create an API Gateway user.

• Edit API Gateway user: allows you to edit an API Gateway user

• Delete API Gateway user: allows you to delete an API Gateway user

Integrations

• Create integration: Allows you to create a new integration.

• Edit integration: Allows you to edit an integration created by you or others.

• Delete integration: Allows you to delete any integration.

The owner administrator, in other words the creator of the workspace, can add or remove permissions from the administrators of the workspace.

Administrators, on the other hand, can add or remove permissions for developers in the workspace.

After making any changes, click on "Save changes".

Changes to permissions will only be applied after users reload the page.

View permission users

After clicking on "View all", you can see the list of users with the permission.