Users and Roles
- 27 Jan 2025
- 2 Minutes to read
- PDF
Users and Roles
- Updated on 27 Jan 2025
- 2 Minutes to read
- PDF
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This article will describe managing users, their roles, and the permissions they are granted. Users can be invited and granted certain permissions to be able to execute different functions within Boblsed. User Management is located under the Users option within the left-hand nav menu.
Managing users
NOTE:
Inviting and managing users is only available for the Owner role.
Inviting a new user
From the sidebar, choose Users.
Supply the email address and role that you would like to assign and click the invite button.
The user will then receive an invitation to their email inbox.
Resending a User's Invitation
If a user does not receive an invitation, you can resend it using the Resend button that is located on the User Record.
‘Send invite’ in the application.
Changing a User's Role
If you would like to modify a User's role and the permissions available, locate the User record. Hovering over their current role will give you a pencil icon to edit—changing this role should take effect immediately.
Editing in the application.
Deleting a User
To delete a user, locate the User record. On the User record, you will find the delete icon located to the right of their email and permissions.
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Deleting a user in the application.
Roles
The following roles can be assigned to a user within Bobsled:
Owner | Administrator account for Bobsled. This type of user has permission to do everything within Bobsled. |
Member | A Member has similar permissions to the Owner role, except they cannot do User Management |
Fulfillment | The Fulfillment role is used for granting access to your customers: Creating and managing Shares, Transfers, and Destinations. |
Integrator | The Integrator role is used for managing your Sources for Shares, but this role cannot manage Shares. |
Consumer | Consumers have limited permissions for viewing a subset of the system that they have been explicitly granted access to. |
Viewer | Viewers have limited permissions within Bobsled, allowing read-only access. They can view but not modify existing data sources, data transfers, and other resources. |
Permissions
Users
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View Bobsled users | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Invite, manage, and modify users | ✔ | ✗ | ✗ | ✗ | ✗ | ✗ |
Consumer organizations
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View Consumer organizations | ✔ | ✔ | ✔ | ✔ | ✗ | ✔ |
Create, edit, and delete consumer organizations | ✔ | ✔ | ✔ | ✗ | ✗ | ✗ |
Data sources
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
Create, edit, and delete data sources | ✔ | ✔ | ✗ | ✔ | ✗ | ✗ |
View data sources | ✔ | ✔ | ✔ | ✔ | ✗ | ✔ |
Shares
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View ‘all shares’ | ✔ | ✔ | ✔ | ✗ | ✗ | ✔ |
View ‘own’ shares | ✔ | ✔ | ✔ | ✗ | ✔ | ✔ |
Create, archive, and delete share | ✔ | ✔ | ✔ | ✗ | ✗ | ✗ |
Manage, edit, and remove share details (metadata, source, consumer organization, destination) | ✔ | ✔ | ✔ | ✗ | ✗(*) | ✗ |
(*) If a Consumer has been invited to a Share without any destination set, they can set one up.
Transfers
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View transfer (details and access transfer details) | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Create, manage (edit, pause, resume) and delete data transfers | ✔ | ✔ | ✔ | ✗ | ✗ | ✗ |
Service Accounts
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View Service Account (SA) | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Create, manage and delete SA | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Generate and delete Secret | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Webhooks
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View Webhooks | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Create and delete Webhooks | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Environment details
Permissions | Owner | Members | Fulfillment | Integrator | Consumer | Viewer |
|---|---|---|---|---|---|---|
View Bobsled metadata | ✔ | ✔ | ✗ | ✔ | ✗ | ✔ |
View Source setup metadata | ✔ | ✔ | ✗ | ✔ | ✗ | ✔ |
View Client ID | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Edit authentication methods | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
Edit data delivery preferences | ✔ | ✔ | ✗ | ✗ | ✗ | ✗ |
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