managing-users

Manage Celigo account users -- inviting users, updating permissions, configuring access levels (administrator, manage, monitor, integration-only), enforcing MFA/SSO, and disabling accounts. Use when adding team members, changing permissions, auditing access, or managing user lifecycle.

By celigo · 1,049 installs

npx skills add celigo/ai --skill managing-users

Source repository · Upstream listing

<! TIER:1 Managing Users A user (internally called an "ashare") represents a person's access grant to a Celigo account, defining what they can see and do. Concerns when managing users: Access strategy choosing between account wide access (administrator, manage, monitor) and per integration access for least privilege control Integration level permissions granting manage or monitor access to specific integrations, optionally combined with account wide monitor as a baseline Security enforcement requiring MFA or SSO per user to meet compliance requirements Feature flags controlling access to APIM features and whether monitor level users can edit retry data Lifecycle inviting, disabling, and removing users as team composition changes Users are an account administration concern, not a flow or integration resource. Access Strategies There are four strategies for granting access. Choose based on the principle of least privilege. Administrator Full account administration. Can edit all resources, manage users, and change account settings. Cannot transfer ownership or manage owner permissions. Manage (Account Wide) Can edit all integrations and resources. Cannot view or edit account settings, invite users, or manage other users. Monitor (Account Wide) Read only plus operational access. Can view all integrations, run flows, and troubleshoot errors (retry/resolve). Cannot modify configurations, enable/disable flows, or view connections and API tokens. Optionally grant allowToEditRetryData so monitor users can edit retry payloads. Integration Only (Custom) No account wide accessLevel . Access is granted per integration via integrationAccessLevel[] , each entry specifying an integration ID and either monitor or manage . The user sees only the integrations they are granted. A common hybrid pattern: set accessLevel: monitor for baseline read only access across all integrations, then use integrationAccessLevel to grant manage for specific integrations the user owns. Effective Permissions A user's effective permissions are the union of both fields. On any integration granted by both, the higher level wins ( manage over monitor ). Account wide accessLevel also covers every integration created later, whereas integrationAccessLevel[] applies only to the integrations explicitly listed and must be extended by hand as new integrations are added. In the UI these composed shapes surface as Monitor all (account wide monitor ), Manage all (account wide manage ), and Custom (per integration only). Manage vs Monitor: Exact Allowances The same two levels apply at both the account wide and per integration scopes. On the integrations each covers: Manage create, view, modify, and delete the integration's resources (connections, flows, exports, imports, APIs, Tools, scripts, lookup caches) and troubleshoot errors (retry, resolve, edit retry data, view error history). Cannot view or edit account wide settings or API tokens (those stay with administrators and the owner). Monitor view resources (read only on configuration), run flows on demand, and retry/resolve errored records. By default cannot edit the retry data payload being retried (grant allowToEditRetryData to allow it), cannot modify resource definitions, cannot enable/disable flows, and cannot change settings. Quick Reference Access Strategy Decision Matrix User needs to... Strategy accessLevel integrationAccessLevel Administer the account, manage users Administrator administrator omit Edit all integrations, no account admin Manage manage omit View all, run/retry flows, no edits Monitor monitor omit View all + manage specific integrations Monitor + selective manage monitor [{ integrationId, accessLevel: "manage"}] Access only specific integrations Integration only omit [{ integrationId, accessLevel}] Minimum Required Fields Inviting a user requires at minimum: email the user's email address (the only required field) One of: accessLevel or integrationAccessLevel (technically optional; omitting both creates a user with no access) Schema Index All schemas are in [references/schemas/](references/schemas/): Invite fields: [invite request.yml](references/schemas/invite request.yml) POST /v1/invite body Update fields: [request.yml](references/schemas/request.yml) PUT /v1/ashares/{id} body (accessLevel, integrationAccessLevel, MFA/SSO, feature flags) Response shape: [response.yml](references/schemas/response.yml) includes accepted , dismissed , lastSignIn , sharedWithUser embedded object Related Skills [troubleshooting flows Diagnostic Workflow](../troubleshooting flows/SKILL.md diagnostic workflow) users with monitor access troubleshoot errors here [building flows How to Build a Flow](../building flows/SKILL.md how to build a flow) understanding what manage vs monitor users can do with flows [building apis Quick Reference](../building apis/SKILL.md quick reference) APIM access controlled by allowAccessToAPIM flag <! TIER:2 How to Manage Users 1. Audit current users Before inviting or changing permissions, understand the current state: Review accessLevel , integrationAccessLevel , accepted (pending invitations), and disabled status. 2. Decide the access strategy Use the [Access Strategy Decision Matrix]( access strategy decision matrix) to determine the right level. Key considerations: Start with the least privilege needed. Integration only access is safest for users who only work with specific integrations. Monitor + selective manage is the most common hybrid the user sees everything but can only edit their integrations. Administrator should be rare. Only for users who need to manage account settings and other users. 3. Invite a new user Use the invite command (there is no users create invitations are the only way to add users): 4. Update permissions for an existing user Use set for simple field changes or update for full replacement: 5. Disable or remove a user Disabling is preferred over deleting when you may need to restore access later. Celigo Support Access Separate from inviting people, an account can let Celigo's own support staff sign in to troubleshoot. This appears on the Users page as a single built in Celigo Support row ( support access@celigo.com ), disabled by default, that an administrator enables like a toggle. It is a distinct resource from a user : under the hood it is a support share , not an ashare, and there is exactly one per account (no per person records) at a fixed, id less endpoint. It is never invited or listed alongside the other users; instead an administrator operates the single grant directly: Enable turn it on or change its scope/expiry. This is an upsert calling it again overwrites the current grant. Disable revoke it (no id needed). Describe report whether it is enabled and, if so, its scope and expiry. Its access model is identical to a user : compose accessLevel and integrationAccessLevel with the same shapes (account wide, integration only/Custom, or account wide monitor + selective manage ), and allowToEditRetryData behaves the same way. The one real difference is that expiry is mandatory . Support access carries a disableAfter timestamp and auto revokes when it passes; the Celigo UI recommends roughly 5 days. There is no default, so a duration must be set explicitly, and it can be revoked early at any time. Two account/user controls are easy to confuse with enabling support access itself: allowAllToInviteSupport an account level setting controlling whether non administrators may enable support access at all. Celigo Support invite permission a per user permission that lets a specific non admin enable support access for the integrations they can already reach. Holding it does not grant support access; it only lets that user turn it on. CLI Commands <! TIER:3 Gotchas 1. There is no users create command. Use celigo users invite the API endpoint is POST /v1/invite , not POST /v1/ashares . The invite sends an email; the user appears with accepted: false until they accept. 2. PUT erases omitted fields. Always GET first, modify, then PUT. The set command handles this automatically for simple field changes. For integrationAccessLevel array changes, use the GET modify PUT pattern with update . 3. Omitting both accessLevel and integrationAccessLevel creates a useless invite. The user will be in the account but have no access to anything. Always specify at least one. 4. integrationAccessLevel is ignored when accessLevel is manage or administrator . These levels already grant full access to all integrations. Only use integrationAccessLevel with accessLevel: monitor or with no accessLevel . 5. Pending invitations consume a user slot. Unaccepted invitations ( accepted: false ) count toward the account's user limit. Delete stale invitations to free slots. 6. disabled: true blocks access but keeps the record. The user cannot sign in or use the API. Use this instead of delete when you may need to restore access. Setting disabled: false re enables the user. 7. MFA and SSO are per user, per account settings. accountMFARequired and accountSSORequired on the user record control enforcement for that user in this specific account. SSO requires the account to have SSO configured first. 8. The internal API resource is ashares , not users . The CLI maps celigo users to /v1/ashares . If scripting against the API directly, use the ashares endpoint. 9. Celigo Support access is not a normal user. It never appears in celigo users list and cannot be invited or fetched by id it is a single per account support grant that auto revokes at its mandatory disableAfter expiry. See [Celigo Support Access]( celigo support access). Common Errors Error Likely Cause Fix 409 Conflict on invite User already has access to the account Use users list to find the existing user record; update permissions with set or update 403 Forbidden on invite or update Current token does not have administrator access Use a token from an administrator or owner account 404 Not Found on user get/update Wrong user ID, or user was deleted Verify ID with users list 422 Validation Error on invite Missing email, invalid access level, or malformed integrationAccessLevel Check email is present and accessLevel is one of: monitor , manage , administrator User cannot see integrations integrationAccessLevel entries reference wrong integration IDs Verify integration IDs with celigo integrations list ; update the user's access User invited but cannot sign in Invitation not accepted, or disabled: true Check accepted field; resend invite or set disabled=false