Managing Team Members

In the Team Members section of the User menu (your icon) > Manage Account Settings, you can view and manage the team members associated with your Stitch account.

In this guide, we’ll cover:

• Some team member basics

• What users can and can’t do in your Stitch account

• How to invite a team member

• How to deactivate a team member

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Team member basics

• How many team members can be in an account?

• Who will receive notifications?

• Who will receive invoices?

• What can team members do in the account?

How many team members can be in an account?

The number of team members that can be added to your account depends on the Stitch plan you’re using:

• Standard: 5 users

• Enterprise: Custom users

Who will receive notifications?

All team members in the account will receive email notifications.

Who will receive invoices?

Only the team member who initially adds the payment information to the account will receive a copy of the monthly invoice in their email. This team member is also known as the Invoice Admin. Refer to the Team member roles and permissions section for more info.

What can team members do in the account?

The actions team members can perform depends on their user role. Refer to the Team member roles and permissions section for more info.

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Team member roles and permissions

• Team member user roles

• Team member permissions

Team member user roles

• User role assignment

• User role types

User role assignment

Currently, Stitch automatically assigns user roles to team members. Defining user roles for individual team members isn’t currently supported.

When inviting and managing team members, keep the following in mind:

• New team members invited to the account are automatically assigned the General User user role.
• Every account has an Invoice Admin. This is the team member who initially enters payment info for the account.
• If single sign-on (SSO) is enabled, every account will have an SSO Admin. This is the team member who initially enables SSO for the account. Additional SSO Admins can be added by contacting support.
• It’s possible for a team member to be both an Invoice Admin and an SSO Admin.

User role types

Team members can have have one or more of the following roles:

User role	Description
General User	General Users have the majority of available permissions, with the exception of those granted to the Invoice Admin and SSO Admin user roles. New team members invited to an account are automatically assigned this role.
SSO Admin	The SSO Admin is the user who initially enabled the Single Sign-On feature (SSO) for the account. They have the same permissions as a General User, but also additional permissions for managing SSO. Note: If the SSO Admin initially entered payment info for the account, they will also have Invoice Admin permissions.
Invoice Admin	The Invoice Admin is the user who initially enters the payment info for the account. They have the same permissions as a General User, but also receive an email copy of the account’s monthly invoice. Note: If the initially enabled SSO for the account, they will also have SSO Admin permissions.

Team member permissions

Refer to the following sections for info about the permissions each user role has. In the permission tables, you’ll see the following icons:

• indicates that the user role has the permission to perform the described action

• indicates that the user role has the permission to perform the described action, but there may be exceptions. For example: All users can reset their own passwords, but if SSO is enabled for the account, only the SSO Admin can reset their own password.

• indicates that the user role doesn’t have the permission to perform the described action

Permission groups

• General permissions

• Billing permissions

• Team member management permissions

• API permissions

• Notification permissions

• Destination permissions

• Integration permissions

• Replication permissions

General permissions

Permission	General User	SSO Admin	Invoice Admin
Modify company settings Modify the company information for the account.
Update your email address Update the email address associated with your Stitch user.
Reset your password Reset the password associated with your Stitch user.
Manage data pipeline region Modify the data pipeline region setting for the account.
Enable single sign-on (SSO) Initially enable SSO for the account.
Manage single sign-on (SSO) Modify, disable, or reenable SSO for the account.

Back to Team member permissions

Billing permissions

Permission	General User	SSO Admin	Invoice Admin
Manage payment info Enter and modify payment info for the account.
Manage plan details Select the plan details for the account.
View past invoices View and download past invoices for the account.
Receive email invoices Receive an email copy of the current month’s invoice for the account.
Cancel account Cancel the account.

Back to Team member permissions

Team member management permissions

Permission	General User	SSO Admin	Invoice Admin
Invite new team members Invite new team members to join the account.
Deactivate existing team members Deactivate an existing team member and remove their access to the account.
Reactivate deactivated team members Reactivate a deactivated team member and restore their access to the account.

Back to Team member permissions

API permissions

Permission	General User	SSO Admin	Invoice Admin
Manage API access keys Add, disable, enable, or delete an API access key for the account.
Manage partner keys Disable, enable, or delete a partner key for the account.
Use the Connect API Usage of the Connect API with a valid API access key.

Back to Team member permissions

Notification permissions

Permission	General User	SSO Admin	Invoice Admin
Dismiss account notifications Dismiss account-level notifications in the Notifications tab. Dismissing a notification clears it for all users in the account.
Manage custom notification list Add, disable, enable, or delete an email address in the account’s Custom notification list.
Manage notification content Enable or disable the Notification content setting.
Manage post-load hook list Add, disable, enable, or delete a post-load webhook in the account’s Post-load hooks list.

Back to Team member permissions

Destination permissions

Permission	General User	SSO Admin	Invoice Admin
Add a destination Add new integrations to the account.
Modify a destination Modify the existing destination for the account.
Change a destination Change the existing destination for the account.
Delete a destination Delete the existing destination from the account.

Back to Team member permissions

Integration permissions

Permission	General User	SSO Admin	Invoice Admin
Add integrations Add new integrations to the account.
Modify integrations Modify existing integrations in the account. This includes the integration’s connection info, credentials, replication schedule, and table and column selection.
Pause integrations Pause or unpause existing integrations in the account.
Delete integrations Delete integrations from the account.

Back to Team member permissions

Replication permissions

Permission	General User	SSO Admin	Invoice Admin
Manage table and column selection Track and untrack tables and columns for integrations in the account.
Modify replication schedules Modify the replication schedule for integrations in the account.
Manage table settings Modify the settings for tables in existing integrations. This includes defining Replication Keys, Replication Methods, and Primary Keys (database views only), if supported by the integration.
Reset tables Reset an individual table’s Replication Keys, which will trigger a full re-replication of the table’s data. Note: This may be unavailable for some integrations.
Reset integrations Reset the Replication Keys for all the tables in an integration, which will trigger a full re-replication of the integration’s data. Note: This feature may be unavailable for some integrations.
Manage extraction jobs Start and stop extraction jobs for integrations. Note: This feature may be unavailable for some integrations.
View Extraction Logs View the Extraction Logs for integrations.
View Loading Reports View the Loading Reports for integrations.

Back to Team member permissions

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Invite a team member

When inviting a team member to your account, keep the following in mind:

• An email address can only be associated with a single Stitch account. Try this workaround to use the same email address for multiple accounts.
• Invitation links in invitation emails are good for one attempt only. If the login fails, try re-sending the invite.

Add a new team member

To invite a team member:

1. Click the User menu (your icon) > Manage Account Settings.
2. In the Team Members section, click Add a Team Member.
3. Enter the team member’s email address. Note: This email address must be unique, meaning it can’t be associated with an existing Stitch account.
4. Click Send Invitation.

Shortly after this process is completed, an email invite will be sent to the email address you entered.

If you run into issues, refer to the Troubleshooting team member invites guide.

Add an existing team member to multiple accounts

Currently, Stitch allows an email address to be associated with only a single Stitch account. If you’re one of our customers with two accounts and you want to use the same email address for both accounts, you may be able to use an email alias - also known as the + feature - to do so.

Note: Your email provider must support the use of aliases to use this workaround.

For example: This email address is used to create the first Stitch account, which is used for staging:

stitch@stitchdata.com

Using +, we can use the same email address to add the team member to the second Stitch account, which is used for production:

stitch+prod@stitchdata.com

If you prefer to use an un-aliased email address for a specific account and the email is already associated with a Stitch account, use the process outlined below to modify the account using the un-aliased email. This will then allow an invitation to be sent to the un-aliased email.

In this example, we’ll use the stitch@stitchdata.com email address.

1. Sign into the Stitch account using the un-aliased email. In this example, we’d sign into the account associated with the stitch@stitchdata.com email address.
2. Click User menu (your icon) > Manage Account Settings.
3. Click the Your Profile tab.
4. Update the email address to something along the lines of name+deactivated@domain.com. In this example, we’ll update the email address to stitch+deactivated@stitchdata.com.
5. Click Update Profile.

Additionally, if the account is no longer needed, you can cancel it.

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Deactivate a team member

If a team member no longer requires access to Stitch, you can deactivate them.

This process is reversible. If you deactivate a team member by accident, you can simply re-add them.

1. Click the User menu (your icon) > Manage Account Settings.
2. In the Team Members section, find the team member you want to deactivate.
3. Click the Deactivate button next to the team member’s name.

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Related	Troubleshooting
Managing Team Members Billing FAQ Understanding & Reducing Your Usage	Account Login, Password Reset, & Lockout Issues Adding Team Members to Multiple Accounts Payment Processing Errors

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Questions? Feedback?

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