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Access Getting Started

  • Managed deployment
  • Self-hosted

Manage user and team access by assigning roles and permissions within the Qualytics platform. The Access section provides centralized control over who can access your data, how users are authenticated, and how automated systems interact with the platform.

Qualytics uses a two-layer permission model:

  • User Roles (Admin, Manager, Member) control what a user can do across the platform.
  • Team Permissions (Editor, Author, Drafter, Viewer, Reporter) control what a user can do within specific datastores.

Note

Only users with the Admin role have the authority to manage global platform settings, such as user permissions and team access controls.

Users

  • Personal Accounts

    Human user accounts with role-based access. Manage roles, team assignments, and user lifecycle.

    Introduction

  • User Roles

    Platform-level permissions (Admin, Manager, Member) that control what actions a user can perform globally.

    Introduction

  • Service Users

    Synthetic users for automation, pipelines, and integrations. Admin-managed with independent lifecycle.

    Introduction

  • Directory Sync

    Provision users and Teams from your identity provider with SCIM 2.0.

    Introduction

Providers

  • Sign-In Providers

    Configure email and password sign-in, OpenID Connect, and SAML 2.0. Manage provider settings, restrictions, and sessions from the Providers tab.

    Introduction

  • Review Link Approvals

    Review requests to use a new sign-in provider with an existing account. Approvals preserve the account's role and Team memberships.

    Review Link Approvals

Invitations

  • Invite a User

    Invite someone to create a password and assign their initial role. The Invitations tab is available when Email & Password sign-in is enabled.

    Invite a User

  • Revoke an Invitation

    Cancel an unused invitation so its link no longer grants access.

    Revoke an Invitation

Log

  • Sign-In Log

    Review sign-ins, denied access, password recovery, invitations, linking decisions, and provider changes in the Log tab.

    View the Sign-In Log

Only Admins can use Providers, Link approvals, Invitations, and Log. These controls work the same way on managed and self-hosted deployments. Managed deployments also offer Qualytics team access for support and diagnostics.

Teams

  • Teams

    Organize users into teams and assign datastores with scoped permissions.

    Introduction

  • Team Permissions

    Datastore-level permissions (Editor, Author, Drafter, Viewer, Reporter) that control access to data assets.

    Introduction