Workspace Users

Created by Brian Glick, Modified on Tue, 4 Nov at 6:45 AM by Brian Glick

Workspace users have access to all integrations within your workspace and are intended for people from your company.


User registration is tied to the workspace's license, which means that the number of users allowed in a workspace is limited depending on the license. This article will cover the different user limits for each license and how they can affect your workspace. We will also guide you through the steps for managing users, such as adding, editing, and enabling/disabling users.

 

User Count Limits:

Depending on the license, there is a limit to the number of users that can be associated with a Workspace. If you exceed this limit, you won't lose access, but you won't be able to create new user accounts either. Here are the user count limits for our platform:

  • Connect: up to 5 user accounts
  • Transform: up to 25 user accounts
  • Enterprise: unlimited user accounts

Note that disabled users do not count against user limits. Additionally, Chain.io support user accounts do not count against user limits.

 
For more information about our licenses: chain.io/product/pricing

 

users.gif

 

User Permissions

WARNING: All users can access every workspace and integration within your company including the underlying data.  If you need to restrict access to specific workspace, we suggest creating multiple workspaces to further segment your data.  If you need help with this, please open a ticket or email us at support@chain.io.

 

RolePermissions
Viewer

All activity including Flow Executions and the underlying data via the main navigation screens. This includes downloading the content of any integration's input or output files.

Editor

All Viewer capabilities plus:

  • Add/remove other Viewers and Editors
  • Add/edit/remove Workspaces, Connections, Host Systems, and Integrations.  This includes access to the passwords within these configurations.
  • Change company name and billing email address
  • Resubmit Flows
Owner

All Editor capabilities plus:

  • Add/remove other Owners
  • Owners are listed as billing contacts for Chain.io purposes.


Adding Users

To add a User navigate to your Workspace Settings:

workspace-navigation-settings.png

Click on the Users section:

workspace-settings-full-users-highlight.png

 

Click on Add User

settings-users-add-highlght.png

 

Add the user's email address and choose a permission level then click on Add User

workspace-settings-add-user-modal.png

 

When you click the Add User button, the user will receive an invite email with a link to log in.  If they have never logged into the Chain.io portal, they will need to complete the registration process.

Editing Users

Note: Editors cannot modify Owners' accounts.

  1. Log into your account and choose the workspace you want to edit
  2. Click the Workspace Settings link in the navigation bar
  3. Click the Users section on the settings screen
  4. Find the appropriate user in the list
  5. Set their permission level
  6. Click the Save button on the row

Enable/Disable Users

When you remove a user, they will still have access to log into the Chain.io portal, but they will no longer have access to your workspace.  

  1. Log into your account and choose the workspace you want to edit
  2. Click the workspace settings icon in the navigation bar
  3. Click the Users button on the settings screen
  4. Find the appropriate user in the list
  5. Click the Enable/Disable switch on the row
  6. Confirm Disable or Able on the pop up
  7. Click OK on the confirmation pop-up

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