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Managing Users in Captain Data: A Complete Guide

This guide provides a comprehensive overview of user management in Captain Data, including how to create, invite, and manage workspace members. It covers different user roles, permissions, and how to add external users efficiently.

Guillaume O. avatar
Written by Guillaume O.
Updated over 3 months ago

In Captain Data, a user can either access the platform directly or be an external user without workspace access—ideal for agencies and clients. This guide explains how to manage users effectively within your workspace.

For additional user licenses, contact: [email protected].

Navigate to My Account > Users to see all workspace users (only accessible to workspace owners).

User Management Interface

User Roles & Permissions

1. Owner

  • Full access to the platform.

  • Manage users (add, delete, edit, and promote users to owners).

  • Access billing and subscription settings.

  • Select connected accounts for workflows.

2. Standard User

  • Basic rights within the platform.

  • Cannot access billing and subscription settings.

  • Ideal for marketing and sales team members.

3. External User

  • Cannot access the platform.

  • Can connect accounts using shared links.

  • Suitable for clients or partners who only need account connections.

More on sharing external accounts.

Adding a User to Your Workspace

To add a new user:

  1. Go to My Account > Users

  2. Click + New User (top-right button)

  3. A window will appear, if your plan supports it, enter the user details carefully.

  4. When adding an email, a checkbox appears:

    1. Tick "Invite user to workspace" if they should have platform access.

    2. If left unchecked, the user remains external.

Managing Users

Upgrading External Users to Full Access

To grant an external user access:

Promoting a User to Owner

  1. Navigate to My Account > Users

  2. Find the user and click Actions > Promote to Owner.

Deleting a User

  1. Navigate to My Account > Users

  2. Click Actions > Delete User

  3. Confirm deletion.

Purchasing Additional Users

To add more users:

  1. Click Buy More Users

  2. Confirm your subscription.

User Subscription Upgrade

If your workspace has add-on users, you’ll see more options under Buy More Users.

Subscription Confirmation

For further assistance, contact: [email protected]

Viewing Users and Their Roles

Once users are added, you can view all workspace members and their assigned roles in the user management section:

User Overview

Important Notes

  • The country selected for a user must match their social media login location to ensure proper proxy allocation.

  • Using a VPN? Make sure the selected country matches your VPN location or disconnect before logging in.

This guide consolidates all essential user management functions to help you navigate Captain Data’s workspace efficiently. 🚀

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