Manage account and integration permissions

This article describes account permissions and transfers of ownership of individual integrations and flows. For information about managing ownership, see Transfer account ownership.

Contents

• User invitation criteria matrix
• Available permissions
• Assign permissions
  • Account owner access
  • Account-level access
  • Integration-level access
• User permission list for account
• Modify permissions
• Verify your permissions

integrator.io accounts have three types: account owners, administrators, and users.

• Account owner: The account owner can invite other integrator.io users to their integration environment and configure their permissions to view or change integrator.io components. Sharing the account allows other members of your team to contribute to managing and monitoring your integrations.
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  Included in the Feb. 2021 release Administrator: Administrators have all the same permissions that an account owner has to modify user roles, but an administrator can’t alter the permissions of an account owner or transfer ownership of the account to another user. The administrator can invite other integrator.io users to their integration environment and configure their permissions to view or change integrator.io components. Administrators can create new administrators, delete users from an account, change their own permissions, and delete themselves from an account. 
• User: A user has accepted an invitation to monitor or manage an account owner’s integrations, and users’ access levels are defined by the account owner.

When you create an integrator.io account, you are the account owner of an empty environment. You can invite others to help manage and monitor the integrations you build within your environment, or accept an invitation to be a user of another account owner’s account. 

User invitation criteria matrix

You can invite only those users who meet certain requirements that allow them to be eligible to accept an invitation to another account. The following table explains those conditions.

If you accept an invitation to join another account owner’s environment, you become a user of their environment, and you are no longer an account owner. The account owner or an administrator of the environment can grant you manage or monitor permissions to work on integrations.

Available permissions

You can give an integrator.io three permissions: administer, manage, and monitor. 

• Administer: A user with administer permissions can perform all tasks available to an account owner except changing account ownership.
• Manage: A user with manage permissions can modify connections, imports, exports, and flows. Manage permissions allow users to change fundamental settings related to integrations.
• Monitor: A user with monitor permissions can only view settings that can be changed by a user with manage permissions. A user with monitor permissions can only view fundamental settings or manage specific jobs for a given flow.

You can assign these permissions to a user at the account level or the integration level. For a detailed list of options available for either permission type, see Account access level matrix or Integration access level matrix.

You can grant manage or monitor permissions at the account-level or the integration-level:

• Account-level: The manage or monitor permissions apply to all integrations in the account.
• Integration-level: The manage or monitor permissions only apply to integrations chosen by the account owner.

The following diagram represents a typical architecture for user and integration management in integrator.io.

In the above diagram, the account owner has assigned permissions to five users:

• User 1: has manage permissions over the account.
• Users 2 and 3: have monitor permissions over the account.
• User 4: can only monitor one or more specific integrations.
• User 5: can manage one or more specific integrations.

The diagram below illustrates the default availability of the integration-level permissions when you assign account level permissions to an integrator.io user.

Example: If you assign monitor permissions to a user at the account level, integrator.io also grants that user monitors permission over all integrations in the account. However, if you want the user to manage a specific integration, you can assign the manage permission to the user for that specific integration.

In the above diagram, each user’s permissions are configured as follows:

• User 1: Account-level monitor: Has monitor permissions for all integrations in the account. This user has no limits on integration monitor permissions, but the account owner can grant this user integration-level manage permissions for specific integrations.
• User 2: Account-level manager: Has both manage and monitor permissions for all integrations in the account. This user has no limits on integration-level monitor and manager permissions.
• User 3: Integration-level monitor: Has monitor permissions for one or more integrations as granted by the account owner, but the account owner can grant this user integration-level manager permissions for specific integrations. 
• User 4: Integration-level manager: Has both manager and monitor permissions for one or more integrations as granted by the account owner.

Assign permissions

An account owner or administrator can use the following steps to assign account level permissions to a user:

1. Click the avatar icon in the upper right corner of integrator.io and click My Account (or My Profile if you are an administrator)> Users > Invite User.

   Note: An account owner cannot be invited to other accounts.

2. Enter the user's email, and select the one of the following options from the Access level drop-down menu: 
   • Administer account: The user has all the same permissions as an account owner, but can't transfer account ownership.
   • Manage all integrations: The user can view and modify all integrations in the account.
   • Monitor all integrations: The user can only view all integrations in the account.
   • Manage/Monitor select integrations: The account owner selects which integrations the user can view or modify. If you select this option, the drop-down menus allow you to select the integrations the user can manage or monitor.

Account owner or administrator access 

The following table displays the components available for manage and monitor account owner or administrator permissions.

Account-level access 

The following table displays the components available for manage and monitor account-level permissions. Access to components with an asterisk (*) requires the user to enable Developer mode.

Integration-level access

The following table displays the components available for manage and monitor integration-level permissions. Access to components with an asterisk (*) requires the user to enable Developer mode.

User permission list for account

From Home, click the avatar icon in the upper right corner, then click My Account > Users. A list of users and their respective access levels displays.

Modify permissions

To modify user permission:

1. From Home, click the avatar icon in the upper right corner, then click My Account > Users.
2. Click on the elipsis in the Actions column next to the user whose permissions you want to modify.
3. Click Change Permissions.

Note: If you are an administrator, you will not see the Make account owner option.

Verify your permissions

To verify that you are an account owner, click the avatar icon in the upper right corner of integrator.io.

You can verify your permission level for any integration by hovering over the key icon.