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docs: update User Management for RBAC v2 role collapse - #94

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siddhant3030 merged 1 commit into
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claude/rbac-role-docs
Jul 7, 2026
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docs: update User Management for RBAC v2 role collapse#94
siddhant3030 merged 1 commit into
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claude/rbac-role-docs

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Summary

  • Dalgo's RBAC is being simplified from four roles to three (admin / analyst / member, plus an internal super-admin): Account Manager and Pipeline Manager merge into Admin, Guest is renamed to Member, and Analyst loses direct write access to sources/connections/dbt models/pipelines while keeping full content authoring (dashboards, charts, reports, metrics, KPIs, alerts) and view-only infra access.
  • Replaces the stale 4-role capability table in docs/settings/user-management.md with the new 3-role breakdown, documents the owner-or-admin delete rule, and adds a note explaining the automatic role migration for existing orgs.
  • Fixes a leftover "Account Manager" reference in docs/support/troubleshooting.md.

Notes for reviewers

  • Verified against the final state of the feature/rbac branch in DDP_backend/webapp_v2 (not just commit messages — the branch had two in-flight reversals, so I cross-checked test_rbac_v2_roles.py, main-layout.tsx, and the product's own onboarding-carousel copy in onboarding/constants.ts for the authoritative final permissions).
  • That branch is not yet merged. This doc update is written for whenever it ships — happy to hold the PR if you'd rather merge docs only after the feature lands.
  • The existing screenshots (user_management.png, user_management_invite.png) still show the old role names in the UI since they predate the RBAC change — worth a re-capture once the feature is live.

Test plan

  • Ran yarn install + docusaurus start locally and confirmed the page renders with correct breadcrumb, table, and admonitions
  • Confirmed sidebar prev/next order (Branding → User Management → Billing) is unaffected
  • Re-capture screenshots once RBAC v2 ships to production

Roles simplified from four to three: Account Manager and Pipeline
Manager merged into Admin, Guest renamed to Member, and Analyst lost
direct write access to sources/connections/dbt/pipelines (kept
content authoring and infra view). Replaces the stale 4-role table
with the new 3-role breakdown, documents owner-or-admin delete, and
adds a migration note for orgs upgrading from the old roles. Also
fixes a stale "Account Manager" reference in troubleshooting.md.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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siddhant3030 merged commit 9b86cfb into main Jul 7, 2026
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siddhant3030 deleted the claude/rbac-role-docs branch July 7, 2026 13:57
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