User roles in Coupler.io
In this article, you will learn what the different roles do and how to assign them. The total number of possible users may vary depending on the plan you're on. You can learn more about that topic on our pricing page.
Coupler.io uses a two-level role structure to help you manage access and permissions across your organization and workspaces.
Understanding the two-level structure
Organizations and Workspaces
Organization - the top level that manages billing and contains one or more workspaces. When you sign up for Coupler.io for the first time, you automatically become an Organization Owner of your new organization. The system creates:
A new organization (named after your email domain, or "Personal" for public email providers)
A primary workspace called "My workspace"
Your Organization Owner role
Workspace - contains your actual work - data flows, connections, dashboards, and templates. Workspaces inherit billing from their parent organization.
Two Types of Roles
Organization-level roles: Organization Owner
Workspace-level roles: Admin, User, and Guest
How to assign organization-level roles
When to use this: When you want someone to be an Organization Owner with full access to billing and all workspaces.
Role requirement: Organization Owners
Steps:
From the Home screen, go to Settings → Organization → Organization Owners tab
Click "Invite new user"
Enter email address and click "Send invite"
Roles description:
Full control: workspace/users/billing, can add workspaces (if plan allows), delete org, invite owners.
How to assign workspace-level roles
When to use this: When you want someone to work in a specific workspace without organization-level access.
Role requirement: Organization Owners and Workspace Admins
Steps:
From the Home screen, go to Settings Workspaces
Click "Manage" on the workspace where you want to invite the user
Click "Invite new user" button
Enter the invitation details
Click "Send Invite"
Roles description:
Admin - Can manage workspace users, shared connections, and has full rights to manage all data flows. Receives operational emails regarding user changes, data flow failures, and billing limit alerts.
User - Can manage their own data flows and connections, can see and edit all data flows and use shared connections, but cannot manage the workspace. Receives notifications for payment failures.
Guest - Can only manage data flows and connections they personally created and cannot access shared resources. This role receives no email notifications and cannot see other users.
If you have both an organization-level role and a workspace-level role, your organization role takes precedence.
Example
Sarah is an Organization Owner
Sarah is also assigned as an Admin in Workspace A
In Workspace A, Sarah appears as "Owner" (her organization role)
Her Admin role is inactive as long as she's an Organization Owner
If Sarah loses her Organization Owner role, her Admin role becomes active
Table with role action availability
🏢 Organization management
Manage billing
Create/delete workspaces
Manage organization owners
💼 Workspace management
View workspace users
Leave workspace
Invite / Delete workspace users
Edit workspace name
🔁 Data flows management
Create data flows
Edit / Delete / Copy own data flows
Edit others' data flows
Copy / Delete others' data flows
🔗Connections management
Reconnect / Delete own private and shared connections
View others' shared connections
Reconnect / Delete others' shared connections
View others' private connections
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