Manage users and access tokens

With Admin permissions, you can add users, edit organization roles, and delete users. You can also manage user and organization access tokens.

Invite a user

1. In GX Cloud, click Settings > Users.

2. Click Invite User and complete the following fields:

   • Email - Enter the user's email address.

   • Organization Role - Select Viewer, Editor, or Admin. Viewers can view Checkpoints and Validation Results, Editors can create and edit Expectations and can create access tokens, and Admins can perform all GX Cloud administrative functions.

3. Click Invite.

   An email invitation is sent to the user.

Edit a user role

1. In GX Cloud, click Settings > Users.

2. Click the options menu for a user and select Edit.

3. Select an organization role and then click Update User.

Delete a user

1. In GX Cloud, click Settings > Users.

2. Click the options menu for a user and select Delete.

3. Click Yes, Remove This User.

Create a user access token

You'll need your user access token and organization ID when you set your environment variables. See Set up GX Cloud.

Access tokens shouldn't be committed to version control software.

1. In GX Cloud, click Settings > Tokens.

2. In the Access tokens pane, click Create user access token.

3. Complete the following fields:

   • Token name - Enter a name for the user access token that will help you quickly identify it.

   • Role - Select Viewer, Editor, or Admin. Viewers can view Checkpoints and Validation Results, Editors can create and edit Expectations and can create access tokens, and Admins can perform all GX Cloud administrative functions.

4. Click Create.

5. Copy, paste, and then save the user access token as a text file or similar. The token can't be retrieved after you close the dialog.

6. Click Close.

Create an organization access token

Organization access tokens are typically required for external application authentication. These external applications complete tasks such as scheduled pipeline runs on behalf of your organization.

1. In GX Cloud, click Settings > Tokens.

2. In the Organization access tokens pane, click Create organization access token.

3. Complete the following fields:

   • Token name - Enter a name for the organization access token that will help you quickly identify it.

   • Role level - Select Viewer, Editor, or Admin. Viewers can view Checkpoints and Validation Results, Editors can create and edit Expectations and can create access tokens, and Admins can perform all GX Cloud administrative functions.

4. Click Create.

5. Copy, paste, and then save the organization access token as a text file or similar. The token can't be retrieved after you close the dialog.

6. Click Close.

Delete a user or organization access token

1. In GX Cloud, click Settings > Tokens.

2. In the Organization access tokens or Access tokens panes, click Delete.

3. Click Delete.