Managing users and permissions

How to add and remove team members from the Control Panel and what each access level allows.

Access levels

The Control Panel has four roles:

  • Owner — the admin of your organisation. Full access to configuration (including keys, streams, sources, destinations, transformations and lookup tables), alerts, and user management. Owners and operators are the only role that can replicate events. Assign this to the person responsible for the integration.

  • Operator — can view everything but has not edit access. They can replicate events and jobs and execute manual streams runs. Suitable for hands-on operations team members.

  • Viewer — read-only access to configuration and reporting. Can monitor the system and pull reports without any risk of changing live settings. Suitable for stakeholders who need visibility.

Owners can edit streams, but be aware that stream changes affect live data flows — when in doubt, raise a change request with HC rather than editing directly.

Adding a user

Only Owners can manage users.

  1. In the Control Panel, go to Users in the left-hand menu.

  2. Click Create user.

  3. Fill in the mandatory details and assign a role.

  4. Click Create user to confirm.

  5. The new user will receive an email with the link to access to the the Control Panel

Two-factor authentication is enforced: the new user is taken through 2FA setup on their first login. See Setting up two-factor authentication.

Removing a user

  1. Go to Users.

  2. Find the user and remove them.

Access is revoked immediately.

Changing a user's role

  1. Go to Users.

  2. Open the user and change their role, then save.