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24 changes: 17 additions & 7 deletions docs/settings/user-management.md
Original file line number Diff line number Diff line change
Expand Up @@ -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.
Expand All @@ -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.
:::

---

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2 changes: 1 addition & 1 deletion docs/support/troubleshooting.md
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Expand Up @@ -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

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