Members and roles
Invite teammates with a link, choose who’s an admin, and see what each role can do. Members sign in with Google, in one or more organizations.
Everyone who uses Orcabase is a member of an organization. Members sign in with their Google account, and each has one of two roles: Member or Admin. Manage them under Settings then Members. (The gear at the bottom of the sidebar opens Settings.)
Invite someone
Fill in the invite
Go to Settings then Members then Invite member. Enter their Email (the one on their Google account), their name if you like, and a Role.
Send the link yourself
Click Invite, then copy the invite link and send it to them however you like. Orcabase doesn’t send emails. You can copy the link again later from the members list with Copy invite.
They accept
They open the link and continue with Google. It can be a different Google account from the email you invited: the first account to accept the link becomes the member, and the link can’t be used by anyone else after that.
Invite as Member by default
Most people only need the Member role: it covers everything except a few organization-wide settings (below). Make someone an Admin when they’ll set up the agent, syncs or hosted servers.
Roles
| Member | Admin | |
|---|---|---|
| Explore data, run SQL, and ask the agent | Yes | Yes |
| Create and edit queries, notebooks and dashboards; share dashboards | Yes | Yes |
| Create, edit and certify data models and metrics | Yes | Yes |
| Add and edit data sources | Yes | Yes |
| Create and revoke API tokens | Yes | Yes |
| See Sync data and each source’s status | Yes | Yes |
| Add, change, run and remove synced sources (built-in and Fivetran) | Yes | |
| Set up the agent: provider, key, models, step limit, usage | Yes | |
| See and manage hosted Postgres servers | Yes | |
| Rename the organization and change its URL | Yes |
Everything in an organization is shared with all its members: there are no private dashboards or queries. The exceptions are agent chats, which only their author sees.
Change a role or remove someone
- Change a member’s role with the Role picker next to their name.
- Remove member takes them out of the organization. They lose access within 15 minutes, and anything they made stays.
Belonging to several organizations
One Google account can be a member of several organizations, with a different role in each: an agency working for several clients, say, or a founder with two companies. After signing in you land on the Organizations page; pick one to work in. Click the Orcabase logo at any time to come back and switch. See Organization and account.
Something unclear or missing? Troubleshooting covers the common errors, or message us.