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:


Team member basics

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

  • Advanced: Unlimited users

  • Premium: Unlimited 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.


Team member roles and permissions

Role-Based Access Control (RBAC)

You can now control what users have access to within the Stitch app based on an assigned role! Head to the next section to learn about the role types and their permissions.

Team member user roles

User role assignment

Currently, Stitch automatically assigns the Administrator role to initial account creator. Administrators can add additional team members to the account and assign their role before they accept the invitation.

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

  • Every account has an Invoice Admin. This is the team member who initially enters payment info for the account.
  • It’s possible for a team member to be an Invoice Admin and an Administrator at the same time.

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 Administrator user roles. New team members invited to an account are automatically assigned this role.

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 Administrator permissions.

Administrator

The Administrator is the user responsible for ensuring the Stitch account is set up as needed and is therefore the ultimate owner of the Stitch account. They have total control over every possible action a user can take on Stitch. They also have some exclusive privileges that no other role has.

Note: If the Administrator initially entered payment info for the account, they will also have Invoice 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 Administrator can reset their own password.

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

Permission groups

General permissions
Permission General User Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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 Invoice Admin Administrator
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


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.


Update a team member's role

  1. Click the User menu (your icon) > Manage Account Settings.
  2. On the Members tab, find the team member whose role you want to change.
  3. Click the role you want in the dropdown menu next to the team member’s name.

You can also update the roles of members who have not yet accepted their invitations following the same steps.


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. On the Members tab, find the team member you want to deactivate.
  3. Click the vertical ellipsis next to the team memberss name and then click the Deactivate button.


Questions? Feedback?

Did this article help? If you have questions or feedback, feel free to submit a pull request with your suggestions, open an issue on GitHub, or reach out to us.