# User Management

User Management lets you invite team members, assign [personas](/setup-configuration/personas.md), and control who has access to your Euno account.

## Account Admin and Initial Setup

Every account must have at least one user with **Account Admin** privileges. Account Admins have full access to all Euno functionality at the account level. The Account Admin persona cannot be updated or deleted.

When an account is created, **initial personas** are also set up: Maintainer, Contributor, and Viewer. These are scoped to the `default` [domain](/setup-configuration/domains.md) and can be assigned to users. You can create additional custom [personas](/setup-configuration/personas.md) as needed.

## Adding Users

To add a new team member:

1. Navigate to **User Menu → Account Settings → User Management**
2. Click **Invite new user**
3. Enter the email address of the user you wish to invite
4. Select one or more **personas** to assign. Choose from built-in personas (Account Admin), initial personas (Maintainer, Contributor, Viewer), or custom personas you have created
5. Click **Add user** to send the invitation

The user will receive an email invitation to join Euno. They can log in via OAuth (GitHub, Gmail, or Okta—contact <support@getdelphi.io> for Okta setup) or via a magic link. Magic links expire 30 minutes after creation.

## User Permissions

Permissions are determined by the **permission set** of the persona (admin, maintainer, contributor, or viewer). See [Personas](/setup-configuration/personas.md) for the built-in and initial personas. The following permissions are available:

| Permission                   | Description                                                              |
| ---------------------------- | ------------------------------------------------------------------------ |
| manage\_members              | Manage member access: invite, remove, and update personas of other users |
| list\_stakeholders           | View the list of stakeholders and members in the account                 |
| manage\_account\_settings    | Update and manage global account settings                                |
| manage\_source\_integrations | Add, remove, and configure source integrations                           |
| view\_sources                | View metadata and configuration of connected sources                     |
| trigger\_source\_run         | Manually initiate ingestion runs for integrations                        |
| manage\_integrations         | Set up and manage integrations with external tools                       |
| view\_resource               | View data models, metrics, and metadata in the Data Model screen         |
| search\_resource             | Search across data resources                                             |
| create\_custom\_property     | Define new custom properties                                             |
| edit\_custom\_property       | Modify existing custom properties                                        |
| delete\_custom\_property     | Delete custom properties                                                 |
| read\_custom\_property       | View custom property values (read-only)                                  |
| set\_custom\_property        | Assign or update custom property values on resources                     |
| view\_dashboards             | Access and view dashboards                                               |
| view\_targets                | View git repositories and dbt projects configured as sync targets        |
| manage\_targets              | Create and configure sync targets                                        |
| view\_runs                   | View history, status, and logs of data model sync runs                   |
| manage\_runs                 | Initiate, cancel, and manage sync runs                                   |
| view\_jobs                   | View job definitions and execution details                               |
| manage\_jobs                 | Create, configure, and schedule sync jobs                                |

## Permission sets

| Archtype                               | Description                                                                                                                           |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin** (Account Admin, Super Admin) | Full administrative control. Can manage members and personas, configure integrations, and access all functionality.                   |
| **Maintainer**                         | Comprehensive access to manage all aspect of the account or scoped domains, except managing personas and assigning personas to users. |
| **Contributor**                        | Can manage most of Euno's resources, assign values to manual properties in the scoped domains                                         |
| **Viewer**                             | Read-only access. Can view resources, active tags and their values in the scoped domains                                              |

Permissions can be further scoped by [domain](/setup-configuration/domains.md) when using domain-scoped personas. See [Personas](/setup-configuration/personas.md) for details.

## Switching a User's Personas

To change the personas assigned to a user:

1. Navigate to **User Menu → Account Settings → User Management**
2. Search for the user using the search bar
3. Click on the user's current persona(s) to display a dropdown of available personas
4. Select or deselect personas to update the user's assignments

Users can have multiple personas and switch between them using the [User Menu](/setup-configuration/personas.md#active-persona-and-switching).

## Removing a User from an Account

To remove a user:

1. Navigate to **User Menu → Account Settings → User Management**
2. Search for the user
3. Click the vertical ellipsis <img src="/files/h8YOzvJ6fpdhxPKcXNSs" alt="" data-size="line"> in the user's row
4. Select **Remove from account**
5. Confirm the action in the dialog

<figure><img src="/files/eMyqcu6C4vQxROHxTnNy" alt=""><figcaption><p>Remove a User from an Account</p></figcaption></figure>

You cannot remove the last Account Admin from an account.

## Service Accounts

Account Admins can create **service accounts** from **User Menu → Account Settings → User Management**. Click **Create service account** (next to **Add user**), provide a name, and confirm.

Service accounts are used to generate **Personal Access Tokens (PATs)** for programmatic access to Euno. Tokens inherit the service account's persona and permissions. Grant only the minimum required permissions and store tokens securely. For assistance, contact your Euno account manager.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.euno.ai/setup-configuration/user-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
