Users and Roles
Inviting Others to Use Allstacks
User Management allows you to invite others to use Allstacks.
Note: If your organization uses Single Sign On you can ignore this workflow. You will sign in and create users via your SSO provider instead.
The organization menu resides at the top-right of any page and will reflect the name of your organization. Select “User Management” to get started.
To invite new users, click the “Invite User” button. This will prompt a modal requesting the name, email address and role of the new user. The new user will then receive an invite to your Allstacks organization via email.
Editing Roles and Permissions
The following roles are available in Allstacks. Please refer to the table below.
| Owner | Admin | Workspace Admin | Data Manager | View Manager | Read Only | Restricted Read Only | Integrations Manager |
|---|---|---|---|---|---|---|---|---|
Can View Dashboards | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Can View Deliverables | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Can View Milestones | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Can View Goals | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Can View DORA Metrics | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Can Edit DORA Metrics | Yes | Yes | Yes | Yes | Yes | Yes | No | No |
Can View WIT | Yes | Yes | Yes | Yes | Yes | Yes | No | No |
Can View Metrics | Yes | Yes | Yes | Yes | Yes | Yes | No | No |
Can Edit Metrics | Yes | Yes | Yes | Yes | Yes | Yes | No | No |
Can Add/Remove Milestones, Edit Dashboards | Yes | Yes | Yes | Yes | Yes | No | No | No |
Can View All Workspaces | Yes | Yes | No | Yes | Optional | Optional | Optional | No |
Workspace-Level Editing Employees/Data Contributors | Yes | Yes | Yes | Yes | No | No | No | No |
Workspace-Level Adding/Removing Tools, Editing Resources | Yes | Yes | Yes | No | No | No | No | No |
Org-Level Editing Employees/Data Contributors | Yes | Yes | Yes | Yes | No | No | No | No |
Org-Level Adding/Removing Tools, Editing Resources | Yes | Yes | Yes | No | No | No | No | Yes |
Org-Wide Settings (SSO Settings, Managing Users) | Yes | Yes | Yes | No | No | No | No | No |
Legacy Billing Menu | Yes | No | No | No | No | No | No | No |
Special Settings
Roles appended with “Anonymized Data” will not have access to the Individuals report, and all metrics that would typically display individual data contributor’s names will instead show “Hidden Contributors”.
The View Manager and Read Only roles will enable the Workspace Access dropdown. This will allow you to restrict the workspaces that login user is able to view. By default, all users can see all workspaces.
SSO/Role Management options:
There are 2 ways to give someone access.
Option 1 (recommended): Invite First, Then SSO
Admin sends the user an email invite to give best control.
What happens:
User must click the email and finish setup
After that, SSO works
Role and workspace are set correctly
Good:
Right role
Right workspace
Not so good:
One extra step
Option 2: SSO without Invite
User logs in from their company login (IdP) which is the fastest way.
What happens:
They get a
View Managerrole by defaultThey pick their own workspace
Good:
Very fast
Fewer steps
Not so good:
Role might be wrong
Workspace can’t be assigned ahead of time
If confused, contact:
Customer Success Manager
Automate and bulk invite users
Please see a sample of a simple automation you can build to do the task for you: https://allstacks.atlassian.net/wiki/x/CYB_3