10min

Users & Roles

Invite Users to an Account

AnyΒ Account OwnersΒ & Managers can invite other users to join their Account.

Invites have an expiry date.

At any time, OwnersΒ & Managers can revoke an invitation to a user. Click on the garbage can icon next to the invite. Once revoked, the invite disappears from the list and the user can no longer accept the invitation.

There are 2 types of invites:

  • Personal
  • Shared

Personal invite

Fill the Email and Role of the invitee and click send.

The invitation email is sent to the user atΒ the specified Email. From there the user can signup and create its Echoes Account.

Shared invite

A shared invite is useful for giving access to Echoes via a public Slack channel for instance.

By clicking on the Get invite link button a unique sharable invite link is generated.

A maximum of 5 links can be generated.

Every user clicking on the link will be able to signup and access the Echoes Account with the default Contributor role.

Account Roles

Echoes holds 3 specific roles:

  • Owner
  • Manager
  • Contributor

A user cannot set its own role.

Role hierarchy
Role hierarchy

Owner

An Owner can promote a user from:

  • Contributor to Manager
  • Manager to Owner

Manager

A Manager can promote a user from Contributor to Manager

Contributor

A Contributor cannot edit any role.

Access matrix

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Owner

Manager

Contributor

Activity

βœ…

βœ…

βœ…

Releases

βœ…

βœ…

βœ…

Outcome

βœ…

βœ…

βœ…

My contribution

βœ…

βœ…

βœ…

Settings/Outcomes

βœ…

βœ…

❌

Settings/Initiatives

βœ…

βœ…

❌

Settings/Teams

βœ…

βœ…

❌

Settings/Metrics

βœ…

βœ…

❌

Admin/Integrations

βœ…

❌

❌

Admin/Invites

βœ…

βœ…

❌

Admin/Billing

βœ…

❌

❌

Admin/Security/Api Keys

βœ…

βœ…

βœ…

Admin/Security/SAML

βœ…

❌

❌

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Updated 03 Jan 2022
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