Members (User Management)

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 in your RudderStack organization.

Invite users to organization

Only an Org AdminAn Org Admin is an invited user with full access to the organization. can invite other members to the organization.

1. Go to Settings > Organization. Go to the Members tab and click the Invite member button:

2. Enter the member’s Email address and select Organization Role from the dropdown. Click Next to proceed.

See Role definitions for more information on the Admin and Member roles.

3. If you have selected the Member role, you can assign permissions for specific features like Connections and Transformations.

4. Click Send invite. The user will be automatically added to the organization once they accept the invitation.

Role definitions

Role permissions

The following sections detail the access policies set for organization-level and resource-level roles.

All role permissions are packaged differently in RudderStack Cloud plans. See Plan-wise features for more information.

Organization roles

Resource roles

Connections

Transformations

Plan-wise features

Summary:

• All RudderStack Cloud plans have two organization roles - Org Admin and Org Member.
• RudderStack Cloud’s Free plan does not have any granular, resource-level roles. It only has two roles:
  • Org Admin: Full organization access.
  • Org Member: View-only access.
• Resource roles are available in paid plans and they expand by tier.
• The PII controls feature is available only in the Enterprise plan.

Member limit

Manage users

Go to Settings > Organization and click the Members tab. You will see a list of all members in the organization, their role, access policy, and current status.

Manage access policy

Members in your organization can have varying levels of access to RudderStack features and resources based on their role and the access policies you define for them.

Given these controls might need to be changed from time to time, RudderStack lets you easily edit your members’ access policies.

Only Org AdminAn Org Admin is an invited user with full access to the organization. can edit access policies of other members in the organization. This includes other Org Admins too.

1. In the Members tab, click the meatballs menu next to the user and select Edit access policy:

2. Click the edit icon to change the member’s organization role or resource roles and permissions as required.

You need to enter your password to confirm any changes.

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.

Remove user

To remove a user from the organization, click the meatballs menu next to the user and select Remove member. Enter your password to confirm.

Only the Org AdminAn Org Admin is an invited user with full access to the organization. can remove other users (Member or Admin) from the organization.

Migration and mapping

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.

Questions? Contact us by email or on Slack