🔑Account Management
Creating an Account
To create a new account, please contact Euno customer support, by emailing; support@getdelphi.io.
Add New Account Members
To add a new team member to your account, navigate to Account Settings → User Management and click the Invite new user button 
. A dialog box will appear, prompting you to enter the email address of the user you wish to invite. You can also select their role from a dropdown menu. Once completed, click "Add user" to send the invitation.
To add a new team member to your account, navigate to Account Settings → User Management and click on the Invite new user button . Once clicked, a dialogue box will be displayed, asking to input the user's email address you wish to invite, with the a drop down to choose the role, you wish to invite the user with, once satisfied click add user.
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, or Okta (contact customer support for details at support@getdelphi.io) 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.
User Permissions & Roles
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.
User Permissions
Permission
Description
manage_members
Grants users the ability to manage member access within the system, including inviting, removing, and updating roles and permissions of other users.
list_stakeholders
Grants users the ability to view the list of stakeholders and other members in their account.
manage_account_settings
Grants users the ability to update and manage global account settings and configurations.
manage_source_integrations
Grants users the ability to add, remove, and configure source integrations such as data warehouses and BI tools.
view_sources
Grants users the ability to view metadata and configuration details of connected source integrations.
trigger_source_run
Grants users the ability to manually initiate ingestion runs for connected source integrations.
manage_integrations
Grants users the ability to set up, configure, and manage integrations with external tools and services.
create_branch
Grants users the ability to create new branches for making and isolating changes to data models.
view_resource
Grants users the ability to view data models, metrics, and related metadata from both the dbt build and BI application within the Data Model screen.
search_resource
Grants users the ability to search across data resources, including models, metrics, and dashboards.
view_changes
Grants users the ability to view and track changes across models, resources, and configurations.
create_pull_request
Grants users the ability to create pull requests from the Change screen to propose and submit changes to the data model.
propose_change
Grants users the ability to create draft proposals based on auto-generated suggestions in the Proposal screen.
create_custom_property
Grants users the ability to define and create new custom properties for use across data models and other entities.
edit_custom_property
Grants users the ability to modify the configuration and values of existing custom properties.
delete_custom_property
Grants users the ability to delete previously defined custom properties.
read_custom_property
Grants users the ability to view the values of custom properties in a read-only capacity.
set_custom_property
Grants users the ability to assign or update custom property values on models and other entities.
get_metrics_status
Grants users the ability to retrieve health, freshness, and status information for defined metrics.
view_dashboards
Grants users the ability to access and view dashboards for analytics and reporting.
create_saved_filters
Grants users the ability to create and save reusable filters for exploring and analyzing data.
update_filters
Grants users the ability to edit and update existing saved filters.
delete_filters
Grants users the ability to delete saved filters from the system.
get_saved_filters
Grants users the ability to retrieve and apply existing saved filters.
view_targets
Grants users the ability to view git repositories and dbt projects configured as sync targets in the data model sync process.
manage_targets
Grants users the ability to create, update, and configure sync targets, including git repositories and dbt projects.
view_runs
Grants users the ability to view the history, status, and execution logs of data model sync runs.
manage_runs
Grants users the ability to initiate, cancel, and manage the lifecycle of data model sync runs.
view_jobs
Grants users the ability to view job definitions, schedules, and execution details associated with the data model sync process.
manage_jobs
Grants users the ability to create, configure, and schedule jobs that automate the data model sync process.
User Roles
User Role
Descriptions
Account Admin
Grants users full administrative control over the account. Account Admins can manage members and permissions, configure integrations, oversee account-wide settings, and administer folders, projects, and resources. They can transfer ownership, propose and approve changes, and govern the complete data modeling workflow. This role ensures full access and authority across the platform.
Maintainer
Grants users comprehensive access to contribute to the data model. Maintainers can create and manage pull requests, create and manage folders, projects, and branches, and push or pull changes across environments. This role supports managing and iterating on the data model structure and can be scoped at the account, folder, or project level.
Contributor
Grants users the ability to actively contribute to data model development. Contributors can create change drafts, edit folders and projects, and configure custom properties. They participate in shaping the data model but cannot propose or merge pull requests. This role focuses on collaboration without final approval rights.
Viewer
Grants users read-only access across the platform. Viewers can inspect projects, dashboards, resources, and filters but cannot make modifications. This role is ideal for stakeholders who require visibility without the risk of accidental changes.
User Roles with Associated Permissions
Permission
Admin
Maintainer
Contributor
Viewer
manage_members
✓
list_stakeholders
✓
✓
✓
✓
manage_account_settings
✓
manage_source_integrations
✓
✓
view_sources
✓
✓
✓
trigger_source_run
✓
✓
view_resource
✓
✓
✓
✓
search_resource
✓
✓
✓
✓
propose_change
✓
✓
✓
create_pull_request
✓
✓
view_changes
✓
✓
✓
✓
create_custom_property
✓
✓
edit_custom_property
✓
✓
delete_custom_property
✓
✓
read_custom_property
✓
✓
✓
✓
set_custom_property
✓
✓
✓
get_metrics_status
✓
✓
✓
✓
view_dashboards
✓
✓
✓
create_saved_filters
✓
✓
✓
✓
update_filters
✓
✓
✓
✓
delete_filters
✓
✓
✓
✓
get_saved_filters
✓
✓
✓
✓
view_targets
✓
✓
✓
✓
manage_targets
✓
✓
✓
view_runs
✓
✓
✓
✓
manage_runs
✓
✓
✓
view_jobs
✓
✓
✓
✓
manage_jobs
✓
✓
Switch a User's Role
To switch a user's role, navigate to Account Settings → User Management, search for the specific user using the search bar, and click on the user's current role to display a dropdown list of available roles. To change the role, simply select the desired option, and the user's role will be updated automatically.
Remove a User from an Account
To switch a user's role, navigate to Account Settings → User Management, search for the specific user using the search bar, and click the vertical ellipsis
in the user's row to reveal the "Remove from account" option. Once clicked, a dialog box will appear, asking you to confirm the action to remove the user from the account.
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