Managing Users, Roles & Permissions

This guide explains how to manage users, their roles, and the permissions of each role in a DinMo workspace. It covers inviting members, managing roles (and the permissions of each role), and handling pending invitations.

Accessing User Management

• Admin Requirement: Only admins have the ability to invite users, revoke their access, and manage roles.

• Navigate to Settings and open the Members tab to access user management.

Roles in DinMo

Roles determine what actions a user can perform within a workspace. Each workspace comes with two default roles:

• Admin:

  • An Admin has full access on the workspace and can do anything.

• Power User:

  • A Power User can create segments, entities, activations, destinations, but cannot access the workspace settings. This means they are unable to invite new users and manage existing users, nor are they allowed to create or edit a source.

Custom Roles & Permissions

In addition to the two default roles (Admin and Power User), DinMo allows you to create custom roles bespoke to you and your business. Roles are managed in the Roles tab of the Settings page. Here you have the option to 'Create Role'.

When creating a role, you can select the feature to access within the platform via the toggle, and at what level the access is granted via the drop down. We have five levels of access:

• No access - feature not visible within the platform

• Viewer - read-only access to see the contents of the feature

• Operator - ability to launch jobs (re-runs / refreshes etc) for existing resources within the feature

• Editor - create new or edit resources within the feature

• Admin - create new, edit or delete the resources within a feature

Permissions for creation of custom roles

Managing Users

Viewing Users

• The Members tab provides a list of all users in the workspace and their assigned roles.

Inviting New Members

1. Click on the Invite Member button.

2. Enter the email address of the person you want to invite.

3. Select the appropriate role for the new member (e.g., Admin, Member).

4. Send the invitation.

Send invite to a new member

Handling Invitations

• Invitation Expiry: Workspace invitations expire 24 hours after they are sent.

• Resending Invitations: If an invitation expires, click on the three dots next to the pending invite and select Resend Invite.

• Removing Invitations: You can also remove a pending invitation by clicking the three dots and selecting Remove Invite.

Resending and revoking existing invites

Managing existing User Access

For existing users, you can either delete them or modify their rights (as admin or member).

1. Locate the user in the Members tab.

2. Click on the three dots next to their name and select:

   1. Revoke Access if you want to remove this person's access to DinMo

   2. Make Admin if you want to turn an administrator into a member

   3. Make Member if you want to turn a member into an administrator

Managing existing User Access