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User Management

ekai supports team collaboration with role-based access control. Manage users and permissions from the User Management section.

User Roles​

ekai has three user roles with different permission levels:

Owner

Full platform access including billing and configuration.

  • LLM Configuration access
  • User management
  • Billing and subscription
  • All Schema Agent features
  • All Semantic Model features

Admin

Full feature access without billing or LLM configuration.

  • User management
  • All Schema Agent features
  • All Semantic Model features
  • Create and manage connections
  • Publish to destinations

User

Standard access for day-to-day work.

  • Use existing connections
  • Run Schema Agents
  • Create Semantic Models
  • View and download artifacts
  • Collaborate on shared models

Permission Matrix​

FeatureOwnerAdminUser
LLM Configuration✅❌❌
User Management✅✅❌
Billing & Subscription✅❌❌
Create Connections✅✅❌
Use Connections✅✅✅
Schema Agents✅✅✅
Semantic Models✅✅✅
Publish✅✅✅
Share Assets✅✅✅

Managing Users​

Invite New Users​

  1. Navigate to User Management in the sidebar
  2. Click Invite User
  3. Enter the user's email address
  4. Select role: Admin or User
  5. Click Send Invitation

The invited user will receive an email with instructions to set up their account.

Change User Roles​

  1. Navigate to User Management
  2. Find the user in the list
  3. Click the role dropdown
  4. Select new role
  5. Confirm the change

Remove Users​

  1. Navigate to User Management
  2. Find the user in the list
  3. Click Remove
  4. Confirm removal
Asset Ownership

When removing a user, their owned assets (Schema Agents, Semantic Models) remain in the system. Reassign ownership before removal if needed.

Collaboration Features​

Sharing Schema Agents​

Each Schema Agent has an owner and can be shared with other users:

  1. Open the Schema Agent
  2. Click Share button in the header
  3. Select users to share with
  4. Click Save

Shared users can:

  • View the connection and ERD
  • Use the ERD for Semantic Models
  • Cannot modify connection credentials

Sharing Semantic Models​

Share dialog for Semantic Models

Semantic Models can be shared for team collaboration:

  1. Open the Semantic Model
  2. Click Share button
  3. Select team members from the list
  4. Click Save

Collaborators can:

  • Participate in BRD interviews
  • Review generated artifacts
  • Run DBT executions
  • Publish to destinations

Owner Indicators​

Throughout the ekai interface, you'll see owner badges showing who owns each asset:

HAJD
Owner: HA • Shared with: JD

Best Practices​

PracticeRecommendation
Limit OwnersOnly 1-2 owners per organization
Admin for leadsUse Admin role for team leads who manage connections
User for analystsUser role for analysts who create models
Share connectionsCreate connections as Admin, share with team
Document ownershipKeep track of who owns which assets

Next Steps​