User Management on the Chord Platform

user roles and permissions collaborating with your colleagues is essential when it comes to store operations and analyzing your store performance metrics the chord commerce data platform has four core permission levels that enable collaboration these roles and permissions are outlined below activity member (regular user) developer order manager data analyst team admin can view data & analytics dashboards ✅ ✅ ✅ ✅ can use quickstarts ✅ ✅ ✅ ✅ can create new custom reports using explores functionality ✅ ✅ ✅ ✅ can pin custom analytics reports ✅ ✅ can view and manage chord oms orders (applies to chord autonomy customers) ✅ ✅ ✅ can manage data activations and activation syncs ✅ ✅ ✅ can manage audiences ✅ ✅ can manage data sources ✅ ✅ ✅ can manage model amplifications ✅ ✅ can manage cdp destinations ✅ ✅ ✅ can add cdp connectors, sources, destinations ✅ ✅ ✅ can update or edit model amplifications ✅ ✅ can add activations destinations ✅ ✅ can create consent categories ✅ ✅ can manage (set, edit, delete) consent category mappings ✅ ✅ can manage dynamic data settings ✅ ✅ ✅ can add data sources ✅ ✅ ✅ can view team members ✅ ✅ ✅ ✅ ✅ can invite new users ✅ can upgrade or downgrade user permissions ✅ can remove users ✅ note the order manager and data analyst roles are only applicable for chord autonomy customers that use chord oms to manage orders additionally, chord commerce team members are super admins on the platform and won't be visible on your team page or count toward your total platform user count inviting a user you need to have team admin level permissions to invite a user on the chord platform a team admin level user should follow the steps below to invite a new user log in to chord and click team on the left navigation panel click invite user select the appropriate role and related permissions for the user member , order manager , data analyst , or team admin provide the user’s email address and click invite to join once the newly invited user receives the invitation email, they will be prompted to provide their full name before their first sign on you can check whether or not the newly invited user established their account by viewing the status of their invitation on the team page inviting a user via sso 💡 developer documentation on sso via okta can be found here the user logs into the idp dashboard (e g okta) and selects the chord hub application okta servers request that the user authenticate the login on success, the user is redirected to the chord platform the user will automatically be granted member (regular user) level access to the chord platform the chord platform validates the session information from the idp and logs the user in upgrading user permissions note the order manager and data analyst roles are only applicable for chord autonomy customers that use chord oms to manage orders you need to have team admin level permissions to upgrade roles and permissions on the chord platform on chord, the team admin role is the role with the most permissions on the platform a team admin should follow the steps below to upgrade a team member’s permission level log in to chord and click team on the left navigation panel click on an existing team member that is currently a member, order admin, or data analyst select whether or not the existing team member should have admin level privileges by selecting team admin in the dropdown selector click save changes downgrading user permissions note the order manager and data analyst roles are only applicable for chord autonomy customers that use chord oms to manage orders you need to have team admin level permissions to downgrade another user’s permissions on the chord platform a team admin user should follow the steps below to downgrade a team member’s permission level log in to chord and click team on the left navigation panel click on an existing team member with team admin level permissions select either the member, order admin, or data analyst role option, as applicable to the individual's role, via the dropdown selector click save changes removing a user to remove an existing user on the chord platform, you need to have team admin level permissions a team admin user should follow the steps below to remove a collaborator log in to chord and click team on the left navigation panel click on the user you wish to remove from the platform click the delete button you can verify that the user has been removed by clicking back into the team link removing a user via sso note that if a user’s sso access is revoked, there is no way for that same user to log into chord chord does not currently support automatic user removal in the platform if a user has been revoked access via sso to remove an sso user from the chord platform, an existing admin level user should log into chord and delete the user following the steps outlined above in the “ removing a user ” section note that this step should be completed after the user’s access to the chord platform via sso has been removed please contact help\@chord co mailto\ help\@chord co if you need help removing a user or have any questions about this process