# 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](https://www.coupler.io/pricing).

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 <a href="#table-x1cp" id="table-x1cp"></a>

#### Organizations and Workspaces <a href="#organizations-and-workspaces-liw9g" id="organizations-and-workspaces-liw9g"></a>

**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 <a href="#two-types-of-roles-jcg3n" id="two-types-of-roles-jcg3n"></a>

1. Organization-level roles: Organization Owner
2. Workspace-level roles: Admin, User, and Guest

***

### How to assign organization-level roles <a href="#how-to-become-an-organization-owner-ubhq1" id="how-to-become-an-organization-owner-ubhq1"></a>

**When to use this:** When you want someone to be an Organization Owner with full access to billing and all workspaces.

{% hint style="success" icon="user-key" %}
Role requirement: Organization Owners
{% endhint %}

{% @arcade/embed flowId="Eu80IBbcabeLrS7wrjTZ" url="<https://app.arcade.software/share/Eu80IBbcabeLrS7wrjTZ>" %}

**Steps:**

{% stepper %}
{% step %}
From the Home screen, go to Settings  → Organization → Organization Owners tab
{% endstep %}

{% step %}
Click "Invite new user"
{% endstep %}

{% step %}
Enter email address and click "Send invite"
{% endstep %}
{% endstepper %}

**Roles description:**

* Full control: workspace/users/billing, can add workspaces (if plan allows), delete org, invite owners.

***

### How to assign workspace-level roles <a href="#how-to-assign-an-organization-owner-role-fxokq" id="how-to-assign-an-organization-owner-role-fxokq"></a>

**When to use this:** When you want someone to work in a specific workspace without organization-level access.

{% hint style="success" icon="user-key" %}
Role requirement: Organization Owners and Workspace Admins
{% endhint %}

{% @arcade/embed flowId="UvTqv2vzxmjBTlor2aKh" url="<https://app.arcade.software/share/UvTqv2vzxmjBTlor2aKh>" %}

**Steps:**

{% stepper %}
{% step %}
From the Home screen, go to Settings <i class="fa-arrow-right">:arrow-right:</i>  Workspaces&#x20;
{% endstep %}

{% step %}
Click "Manage" on the workspace where you want to invite the user
{% endstep %}

{% step %}
Click "Invite new user" button
{% endstep %}

{% step %}
Enter the invitation details
{% endstep %}

{% step %}
Click "Send Invite"
{% endstep %}
{% endstepper %}

**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.

{% hint style="info" %}
If you have both an organization-level role and a workspace-level role, your organization role takes precedence.
{% endhint %}

<details>

<summary>Example</summary>

* 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

</details>

***

### Table with role action availability <a href="#id-5-table-with-role-action-availability-3koz" id="id-5-table-with-role-action-availability-3koz"></a>

<table><thead><tr><th width="308.52734375">Permission</th><th width="109.828125" align="center">Owner</th><th width="109.6015625" align="center">Admin</th><th width="109.6953125" align="center">User</th><th width="110.328125" align="center">Guest</th></tr></thead><tbody><tr><td><strong>🏢 Organization management</strong></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td></tr><tr><td>Manage billing</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Create/delete workspaces</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Manage organization owners</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td><strong>💼 Workspace management</strong></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td></tr><tr><td>View workspace users</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Leave workspace</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Invite / Delete workspace users</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Edit workspace name</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td><strong>🔁 Data flows management</strong></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td></tr><tr><td>Create data flows</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td></tr><tr><td>Edit / Delete / Copy own data flows</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td></tr><tr><td>Edit others' data flows</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>Copy / Delete others' data flows</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td><strong>🔗Connections management</strong></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td><td align="center"><br></td></tr><tr><td>Reconnect / Delete own private and shared connections</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td></tr><tr><td>View others' shared connections</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td></tr><tr><td>Reconnect / Delete others' shared connections</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr><tr><td>View others' private connections</td><td align="center"><i class="fa-square-check">:square-check:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td><td align="center"><i class="fa-square-xmark">:square-xmark:</i></td></tr></tbody></table>
