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Managing User Roles & Permissions for Integrations

Integrations for Arcoro offers a tiered, role-based permissions system to grant the appropriate level of access to your users to strengthen data security within the module.

 Before You Begin

You must have the Company Admin or User Admin role to add or edit users in the Integrations Module. If you do not see the Users option in the left navigation, contact your Company Admin to request access.

Please Note

  • Each user can only have one role at a time, and role changes will take immediate effect.
    • If you downgrade a user, they will lose access to restricted actions on their next interaction with the module.
  • All role assignments and changes are logged with a timestamp and the Company Admin who made the change.

Roles

  • Read Only — View-only access. Ideal for auditors, leadership stakeholders, or anyone who needs visibility into integration configurations, sync status, and logs without the ability to make changes.
  • User Admin — Manages user access (add, disable, assign roles) but cannot run or configure syncs. Can assign any role except Company Admin.
  • Sync Admin — Owns the data sync process. Can run syncs, edit sync configurations, manage schedules, and access integration settings, but cannot add or disable users.
  • Company Admin — Full access. Replaces the current default all-access role. Only a Company Admin can assign or change Company Admin roles for other users.

Permissions

PermissionRead OnlyUser AdminSync AdminCompany Admin
View integration configurations & usersYesYesYesYes
View sync history and logs, user rolesYesYesYesYes
Monitor sync statusYesYesYesYes
Run data syncsNoNoYesYes
Edit sync configurationsNoNoYesYes
Add usersNoYesNoYes
Disable usersNoYesNoYes
Assign or change userrolesNoYes — but not to Company AdminNoYes
Access integration settings (Connectors & Syncs)NoNoYesYes

Adding a User

  1. Log in to Arcoro and navigate to the Integrations Module.
  2. Click Users on the left-hand menu.
    INT - Managing Users - 01.png
  3. Click Add User.
    INT - Managing Users - 02.png
  4. Enter the username of the user you are adding to the Integrations Module and click Find.
  5. In the Role drop-down, select the appropriate user permission (see the Permission Matrix above for details).
    INT - Managing Users - 03.png
  6. Enable the user.
  7. Click Save.

Editing a User

  1. Log in to Arcoro and navigate to the Integrations Module.
  2. Click Users on the left-hand menu.
    INT - Managing Users - 01.png
  3. Click the pencil icon next to the user you want to edit.
    INT - Managing Users - 04.png
  4. Change the user’s role and/or disable the user as needed.
    INT - Managing Users - 05.png
  5. Click Save.
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