This guide explains how to manage user access, define roles, and update account settings within your IMSURGE organization.

User Roles

IMSURGE uses a role-based access control system to determine what users can see and do. There are two primary roles available within an organization.

  • Org User: This is the standard role for team members who need to build and manage data flows. They have full access to create, edit, and delete Credentials, Integrations, and Pipelines.
  • Org Admin: This role includes all the permissions of an Org User, plus the ability to manage the organization itself. This includes inviting new users, managing existing user roles, and accessing billing information.

Managing Users (For Org Admins)

Users with the Org admin role can manage team members from the Users tab in the sidebar.

Inviting a New User

  1. Navigate to the Users page.
  2. Click the + Invite User button.
  3. Enter the email address of the new user and select their role (Org User or Org Admin).
  4. An invitation email will be sent, allowing them to create an account and join your organization.

Removing a User

  1. On the Users page, find the user you wish to remove.
  2. Click the three vertical dots and select Revoke Access.
  3. Confirm the action. This will revoke their access to the organization.

Managing Your Own Account

All users can manage their own profile settings.

  1. Click on your user profile icon in the bottom of the primary navigation bar.
  2. From the menu, you can access options to update your personal information or delete your account.
  3. If you have access to more than one organization, you can select a Default Organization at this screen.

Reference

FeatureOrg UserOrg Admin
View Dashboards✓✓
Create/Edit/Delete Credentials✓✓
Create/Edit/Delete Integrations✓✓
Create/Edit/Delete Pipelines✓✓
Manage Users & Roles✓
View Usage & Billing✓
Manage Organization Settings✓