diff --git a/docs/settings/user-management.md b/docs/settings/user-management.md index 1ea9e7d..d4268f5 100644 --- a/docs/settings/user-management.md +++ b/docs/settings/user-management.md @@ -21,7 +21,7 @@ You will see two tabs: 1. Select **Invite User** in the top-right corner. 2. Enter the user's **Email** address. -3. Select a **Role** from the dropdown. +3. Select a **Role** from the dropdown — **Admin**, **Analyst**, or **Member**. 4. Select **Send Invitation**. The user will receive an invitation email. They appear under **Pending Invitations** until they accept and set up their account. @@ -45,12 +45,22 @@ Removing a user immediately revokes their access to Dalgo. They will not be able ## Available roles -| Role | User management | Warehouse | Sources | Connections | Transform | Orchestrate | Usage dashboard | -|---|---|---|---|---|---|---|---| -| Account Manager | Update | Update | Update | Update | Update | Update | View | -| Pipeline Manager | View | View | Update | Update | Update | Update | View | -| Analyst | View | View | View | View | Update | View | View | -| Guest | View | View | View | View | View | View | View | +Every user gets one of three roles: + +| | Admin | Analyst | Member | +|---|---|---|---| +| Dashboards, Charts, Reports, Metrics, KPIs, Alerts | Create, edit, delete anyone's | Create and edit; delete their own (an Admin can delete any) | View only | +| Ingest, Transform, Orchestrate, Explore, Data Quality, Pipeline Overview | Full access | View only | Not shown | +| Impact and KPIs summary pages | Full access | Full access | View only | +| User Management and Billing | Full access | No access | No access | + +- **Analysts build, but don't connect or run.** They can create dashboards, charts, reports, metrics, KPIs, and alerts freely, and can see (but not change) your warehouse, sources, and transform setup. +- **Deleting is owner-or-admin.** Anyone can delete the dashboards, charts, reports, metrics, KPIs, and alerts they created themselves. Deleting something a teammate made requires the Admin role. +- **Members have a read-only view** of the dashboards, charts, reports, and alerts shared with the organisation, plus the Impact and KPIs pages. + +:::note +Dalgo recently simplified its roles. If your organisation was already using Dalgo, existing users were moved over automatically: **Account Manager** and **Pipeline Manager** became **Admin**, and **Guest** became **Member** — **Analyst** keeps its name but no longer edits sources, connections, dbt models, or pipelines directly. Each user sees a one-time screen explaining what changed for their role the first time they log in after the update. +::: --- diff --git a/docs/support/troubleshooting.md b/docs/support/troubleshooting.md index 99afc21..43c5052 100644 --- a/docs/support/troubleshooting.md +++ b/docs/support/troubleshooting.md @@ -34,7 +34,7 @@ If the pipeline is running successfully but charts still look stale, the dashboa ## I didn't receive my invitation email 1. Check your spam folder for an email from **notifications@dalgo.org**. -2. If it's not there, ask an Account Manager in your organisation to resend the invitation from **Settings → User Management → Pending Invitations**. +2. If it's not there, ask an Admin in your organisation to resend the invitation from **Settings → User Management → Pending Invitations**. ## I see "No pipelines available" on the Overview