User roles in Coupler.io

In this article, you will learn what different roles do and how to assign them. The total number of possible users varies depending on the plan you're on. You can learn more about that topic on our pricing page. Each added member can have one of the available roles: "owner", "user", or "guest".

Table of contents

1. How do I assign roles?

2. "Owner" role

3. 'User" role

4. "Guest" role

5. Table with role qualifications

1. How do I assign roles?

• From the Homescreen, go to Settings -> Users.

• Open the dropdown list next to the person whose role you want to change.

• Select the role and click off to confirm.

2. "Owner" role

The "Owner" role is assigned to you automatically when you create a new Coupler.io organization. Also, you can assign this role to any member of your organization.

3. "User" role

The "User" role is assigned to you automatically when an "owner" invites you to their Coupler.io organization.

4. "Guest" role

As an owner of the organization, you can assign the "Guest" role to any user that you invite to the organization. This role is the most limited one, so it can be used by external consultants or support engineers who should not see additional organization information.

5. Table with role action availability

Action	Owner	User	Guest
✅ Actions available to all roles
Manage own data flows (create/run/edit/copy/delete)	✓	✓	✓
Manage own connections	✓	✓	✓
Share own private connections	✓	✓	✓
Contact support / View Help Center	✓	✓	✓
📘 Actions available to Owner & User
Run / edit data flows created by others	✓	✓	✗
View organization usage	✓	✓	✗
Review users & billing settings	✓	✓	✗
⭐ Owner-only actions
Manage users: invite, assign roles, remove	✓	✗	✗
Change organization settings	✓	✗	✗
Manage billing subscription	✓	✗	✗
Delete organization	✓	✗	✗
Manage shared connections	✓	✗	✗
Receive emails with warnings / updates	✓	✗	✗
Copy / delete data flows created by others	✓	✗	✗