Managing Users & Roles

This guide explains how to manage users and roles in a DinMo workspace. It covers inviting members, managing roles, 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. The available roles are:

• Admin:

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

• Member:

  • A member can create segments, entities, activations, destinations, but cannot access the workspace settings. He is not allowed to invite new users and manage existing users, nor is he allowed to create or edit a source.

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