Managing Users in the Workspace

In this guide, you’ll learn how to effectively manage users in your Paradime workspace. Proper user management is crucial for maintaining security, controlling access, and facilitating collaboration in your analytics engineering projects. Estimated completion time: 10 minutes

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What you’ll learn

In this guide, you’ll learn how to:

1. Access user management
2. Invite new users to your workspace
3. Manage user roles
4. Deactivate users when necessary
5. Set up auto-join email domains

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Video Tutorial

The following video provides step-by-step instructions for managing users in your Paradime workspace:

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1. Access User Management

To begin managing users:

1. Navigate to your account settings
2. Select the “Team” section from the left menu.

Here, you’ll find the user management panel, displaying all current active users, their roles, and their last login time.

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2. Inviting New Users

To invite new users to your workspace:

1. Click on the New User button at the top right.
2. Choose to invite via Slack or email.
3. For email invitations:
   1. Enter the user’s email address(es), separated by commas for multiple invites.
   2. Click ‘Continue’. and Assign roles to the new users (e.g., Analyst, Admin).
   3. When done, click ‘Send Invitation’.

After sending invitations, you can view pending users and their invite status in additional tabs.

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3. Managing User Roles

To update a user’s role:

1. Click on the three dots menu next to the user’s name.
2. Select ‘Edit’.
3. Choose the new role you want to assign (e.g., Developer).
4. Click the confirmation button to save changes.

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4. Deactivating Users

To deactivate or disable a user:

1. Click on the three dots menu next to the user’s name.
2. Select ‘Disable User’.

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5. Auto-Join Email Domains

To allow users from specific email domains to join without an invitation:

1. Type the email domain in the designated field.
2. Click ‘Add a Domain’.

To remove an auto-join domain:

1. Click on the three dots menu next to the domain.
2. Select ‘Remove’.

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Summary

You’ve now learned how to effectively manage users in your Paradime workspace, including inviting new users, managing roles, and setting up auto-join domains. These skills will help you maintain a secure and collaborative environment for your analytics engineering projects. Next, we’ll explore Getting Started with the Paradime IDE to begin your journey with dbt™ development in Paradime.