Skip to main content

User Management

User Management

User management allows workspace administrators to invite team members, assign roles, and control access to flows and resources. Proper user management ensures security and enables collaboration.

Accessing User Management​

  1. Navigate to Settings in the sidebar
  2. Click Users
  3. View and manage team members

Note: Only users with Admin role can access user management.

User Roles​

Admin​

Full workspace control:

  • Access all settings
  • Manage users and roles
  • View all flows and connections
  • Create and manage API keys
  • Configure integrations

Editor​

Create and modify content:

  • Create and edit flows
  • Manage connections
  • View execution history
  • Cannot manage users
  • Cannot access billing

Viewer​

Read-only access:

  • View flows and executions
  • Cannot create or edit
  • Cannot manage connections
  • Limited settings access

Custom Roles​

Available in enterprise plans:

  • Define custom permission sets
  • Granular access control
  • Role inheritance

Inviting Users​

Send an Invitation​

  1. Click Invite User
  2. Enter the email address
  3. Select a role
  4. Optional: Add to specific teams
  5. Click Send Invitation

Invitation Email​

The user receives:

  • Welcome email with invitation link
  • Instructions to create account (if new)
  • Link to accept and join workspace

Pending Invitations​

Track invitations:

StatusDescription
PendingInvitation sent, not accepted
AcceptedUser joined workspace
ExpiredInvitation timed out
RevokedInvitation cancelled

Resend or revoke: Click on pending invitation for options.

Managing Users​

User List​

View all workspace members:

ColumnDescription
NameUser display name
EmailUser email address
RoleAssigned role
StatusActive/Suspended
Last ActiveLast login time

User Actions​

Change role:

  1. Click on user
  2. Select new role
  3. Confirm change

Suspend user:

  1. Click on user
  2. Click Suspend
  3. User loses access immediately

Remove user:

  1. Click on user
  2. Click Remove
  3. Confirm removal
  4. User removed from workspace

Access Control​

Flow-Level Permissions​

Control access per flow:

PermissionCan ViewCan EditCan Execute
OwnerYesYesYes
EditorYesYesYes
ViewerYesNoLimited
NoneNoNoNo

Connection Access​

Control who can use connections:

  • All workspace members
  • Specific users/teams
  • Admins only

Folder Permissions​

Organize with folders:

  • Set folder-level access
  • Inherited by contents
  • Override at item level

Teams (Enterprise)​

Creating Teams​

  1. Go to Settings > Teams
  2. Click Create Team
  3. Name the team
  4. Add members

Team Permissions​

Assign permissions to teams:

  • Easier management than per-user
  • Members inherit team access
  • Combine multiple team memberships

Team Examples​

Engineering Team
  - All development flows
  - All test connections
  - Editor role

Operations Team
  - Production flows
  - Production connections
  - Viewer role on dev flows

Single Sign-On (SSO)​

Supported Providers​

Enterprise SSO options:

  • SAML 2.0
  • OAuth 2.0 / OpenID Connect
  • Azure Active Directory
  • Okta
  • Google Workspace

SSO Configuration​

  1. Go to Settings > Authentication
  2. Enable SSO
  3. Configure provider settings
  4. Test configuration
  5. Enable for all users

SSO + Local Users​

Hybrid mode:

  • SSO users from identity provider
  • Local admin accounts for emergencies
  • Automatic user provisioning

Audit Trail​

User Activity Logging​

Track user actions:

  • Login/logout events
  • Flow modifications
  • Execution triggers
  • Settings changes

Viewing Audit Logs​

  1. Go to Settings > Audit
  2. Filter by user, action, date
  3. Export for compliance

Log Retention​

PlanRetention
Free30 days
Pro90 days
Enterprise1 year+

Security Best Practices​

Principle of Least Privilege​

Grant minimum required access:

  • Start with Viewer role
  • Upgrade as needed
  • Regular access reviews

Regular Access Reviews​

Periodic audits:

  • Review user list quarterly
  • Remove inactive users
  • Verify role assignments

Off-boarding​

When team members leave:

  1. Remove from workspace immediately
  2. Revoke any API keys they created
  3. Review shared credentials
  4. Audit recent activity

Multi-Factor Authentication​

Enable MFA:

  • Required for Admins
  • Recommended for all users
  • Configure in security settings

Troubleshooting​

User Can't Access​

Possible causes:

  1. Not added to workspace
  2. Role lacks permission
  3. Account suspended
  4. Wrong workspace

Solutions:

  • Verify user is in workspace
  • Check role permissions
  • Unsuspend if needed
  • Confirm correct workspace

Invitation Not Received​

Possible causes:

  1. Email in spam folder
  2. Email address incorrect
  3. Email blocked by IT

Solutions:

  • Check spam/junk folder
  • Verify email address
  • Allowlist sender
  • Resend invitation

Permission Errors​

User reports "Access Denied":

  1. Verify user's role
  2. Check item-level permissions
  3. Confirm no suspensions
  4. Review team memberships

Next Steps​