Last updated: 2026-04-06
Guide
User Access Management¶
This guide covers inviting team members, assigning roles, and managing user access within your Dxtra organization.
Access Control Model¶
Dxtra uses organization-level access control where users are assigned roles within specific data controller organizations:
graph TD
subgraph "Authentication"
User[Platform User]
Auth[Dxtra authentication]
SSO[SSO Provider]
end
subgraph "Organization Access"
DC[Data Controller Org]
Role[Assigned Role]
end
subgraph "Permission Scope"
Data[Data Access]
Actions[Available Actions]
end
User --> Auth
User --> SSO
Auth --> DC
SSO --> DC
DC --> Role
Role --> Data
Role --> Actions
classDef primary fill:#9FA8DA,stroke:#221266,stroke-width:2px,color:#221266
classDef secondary fill:#AA81BC,stroke:#311B92,stroke-width:2px,color:#221266
classDef permission fill:#FFAC33,stroke:#221266,stroke-width:2px,color:#221266
class User,Auth,SSO primary
class DC,Role secondary
class Data,Actions permission Key Concepts:
- Each user can belong to multiple data controller organizations
- Role assignment is per-organization (a user can be an Owner in one org and a Member in another)
- Permissions are determined by the role assigned within each organization
Inviting New Users¶
- Navigate to Users: In the Dxtra Dashboard, go to Settings > Users & Roles
- Click Invite User: Start the invitation process
- Enter Email: Provide the new team member's email address
- Select Role: Choose from the available roles (see Available Roles)
- Send Invitation: The user receives an email with account setup instructions
Invitation Expiration
Invitations expire after 7 days. You can resend invitations to users who haven't accepted yet.
Managing Existing Users¶
From the Users tab in Settings, you can:
| Action | Description |
|---|---|
| View Details | See user profile, assigned role, and activity |
| Edit Role | Change role assignment (takes effect immediately) |
| Resend Invitation | Re-send invitation email for pending users |
| Disable User | Temporarily suspend access without deleting |
| Delete User | Permanently remove user from your organization |
Role Assignment Guidelines¶
When assigning roles, consider the user's responsibilities:
| User Function | Recommended Role | Notes |
|---|---|---|
| Privacy Director | Owner | Full control including billing |
| Privacy Manager | Admin | Day-to-day operations, no billing |
| DPO | Data Protection Officer | Compliance-focused access |
| Privacy Analyst | Member | Limited operational access |
| Software Developer | Developer | API and integration access |
| External Auditor | Auditor/Regulator | Read-only, temporary |
| Agency Partner | Agency/Reseller | Multi-client management |
Single Sign-On (SSO)¶
For centralized user management, configure Single Sign-On. With SSO:
- Users authenticate through your identity provider
- Role assignments can be managed via IdP group mappings
- Password policies are enforced by your organization
Access Review Best Practices¶
- Quarterly Reviews: Verify all users have appropriate access levels
- Prompt Removal: Remove access immediately when users leave
- Document Changes: Keep records of role assignments and changes
- Least Privilege: Start with the minimum role needed for job function