🔑Account Management
Last updated
Last updated
To create a new account, please contact Euno customer support, by emailing; support@getdelphi.io.
To add a new team member to your account, click on the user icons located in the top right corner of the screen. This action will prompt a dialogue box where new users can be added, and existing users can be managed.
Once a user's email has been added, the user will receive an email invitation, asking them to join Euno.
Users can log in via OAuth using either GitHub or Gmail, utilizing the email address associated with their account. Alternatively, users can log in via a magic link by clicking "Send me a magic link", which prompts them to enter their email. Upon submission, a link will be sent via email. These links expire 30 minutes after creation, requiring the generation of a new link in such cases.
Every account must have at least one user with administrative (“Account Admin”) privileges. The initial user added to the account will be added by Euno staff and will be automatically assigned the role of "Account Admin." Unlike other user roles, which have permissions managed at the project and folder level, the role of administrator permissions is managed at the account level with access to all Euno functionality.
Permission | Description |
manage_intergrations | Users with this permission level have the authority to handle integrations within the system. This includes setting up, configuring, and managing integrations with external tools and services to enhance the platform's functionality. |
create_folder | Users with the "create_folder" permission can generate new folders within the system. This permission is essential for organizing and structuring content in a way that aligns with the organization’s workflow and preferences. |
view_folder | This permission level allows users to view the contents of folders within the system without the ability to make modifications. It is useful for users who need access to organized information but do not need to make changes. |
manage_members | Users with "manage_members" permission can control and administer members' access within the system. This includes, removing, and adjusting the roles and permissions of other users. |
delete_folder | The "delete_folder" permission grants users the authority to remove folders from the system. This permission is crucial for maintaining a streamlined and clutter-free environment. |
view_project | Users with "view_project" permission can access and view the content and details of specific projects within the system without the ability to make changes. |
create_project | This permission level allows users to initiate and create new projects within the system. Users with this permission can contribute to the expansion and organization of projects. |
edit_project_configuration | Users with "edit_project_configuration" permission can customize and modify project-specific settings, ensuring flexibility and optimization for performance and integration needs. |
archive_project | The "archive_project" permission enables users to archive projects, providing a way to store projects that are not actively in use without permanently deleting them. |
view_branch | Users with "view_branch" permission can access and view details related to branches within the system, facilitating collaboration and visibility into the project's version control. |
create_branch | This permission level allows users to create new branches within the system. |
archive_branch | The "archive_branch" permission allows users to archive branches that are no longer actively developed or needed, providing a way to organize and declutter the branch list. |
view_resource | This permission allows users to access information from both the dbt build, and the integrated BI application within the Data Model screen. |
view_changes | The "view_changes" permission grants users the ability to view and track changes. This is valuable for maintaining a history of modifications. |
view_operations | Users with "view_operations" permission can access and view details related to ongoing operations within the system. This permission is useful for troubleshooting. |
create_pull_request | The "create_pull_request" permission allows users to initiate the process of proposing changes to the codebase from the Change Screen. |
propose_change | Users with "propose_change" permission can create a change draft from the list of auto-generated suggestions in the Proposal Screen. |
get_data_application_usage | The "get_data_application_usage" permission enables users to view information related to the data application to gain insights into how the data application is being utilized. |
User Role | Description & Permissions |
Account Admin | Description: An "Account Admin" holds control over the entire account, and is pivotal for account management. With the ability to manage integrations, create and delete folders, view and modify projects, administer members, and propose changes, an Account Admin plays a crucial role in maintaining the account's integrity. They can transfer ownership of folders or projects and exercise authority over permission levels. |
Owner | Description: An "Owner" enjoys complete control over specific folders or projects, acting as the primary authority. Essential for each entity, an Owner can remove, modify permissions of entity members, transfer ownership, and archive the entity. Owners must have a GitHub account and are instrumental in ensuring the overall well-being and governance of the entity they oversee. |
Developer | Description: A "Developer" possesses access to the create pull requests based from change drafts, allowing them to contribute to the data model upstream. They have the ability to create and view folders, projects, branches, and resources. Developers can push and pull changes, maintaining the integrity of the data model. Their role can be assigned at the account, folder, or project level, demonstrating flexibility in permission inheritance. |
Contributor | Description: A "Contributor" holds the capability to modify folders and projects, contributing to the evolution of the shared data model. They can create change drafts of the shared data model, actively participating in the development and enhancement of the data model. |
Viewer | Description: A "Viewer" is equipped with the ability to access project details without the authority to make changes. Viewers cannot contribute to the project directly, ensuring the integrity of the data. |
Permission | Account Admin | Owner | Developer | Contributor | Viewer |
manage_integrations | ✓ | ✓ | |||
create_folder | ✓ | ✓ | ✓ | ✓ | |
view_folder | ✓ | ✓ | ✓ | ✓ | ✓ |
manage_members | ✓ | ✓ | |||
delete_folder | ✓ | ✓ | |||
view_project | ✓ | ✓ | ✓ | ✓ | ✓ |
create_project | ✓ | ✓ | ✓ | ||
edit_project_configuration | ✓ | ✓ | |||
archive_project | ✓ | ✓ | |||
view_branch | ✓ | ✓ | ✓ | ✓ | ✓ |
create_branch | ✓ | ✓ | ✓ | ||
archive_branch | ✓ | ✓ | |||
view_resource | ✓ | ✓ | ✓ | ✓ | ✓ |
view_changes | ✓ | ✓ | ✓ | ✓ | ✓ |
view_operations | ✓ | ✓ | ✓ | ||
create_pull_request | ✓ | ✓ | ✓ | ||
propose_change | ✓ | ✓ | ✓ | ✓ | |
get_data_application_usage | ✓ | ✓ | ✓ | ✓ | ✓ |
