πŸ‘₯User Management

User Management lets you invite team members, assign personas, 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 and can be assigned to users. You can create additional custom personas as needed.

Adding Users

To add a new team member:

  1. Navigate to User Menu β†’ Account Settings β†’ 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 Oktaβ€”contact [email protected]envelope 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 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 when using domain-scoped personas. See Personas for details.

Switching a User's Personas

To change the personas assigned to a user:

  1. Navigate to User Menu β†’ Account Settings β†’ 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.

Removing a User from an Account

To remove a user:

  1. Navigate to User Menu β†’ Account Settings β†’ User Management

  2. Search for the user

  3. Click the vertical ellipsis in the user's row

  4. Select Remove from account

  5. Confirm the action in the dialog

Remove a User from an Account

You cannot remove the last Account Admin from an account.

Service Accounts

Account Admins can create service accounts from User Menu β†’ Account Settings β†’ 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.

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