Users & Accounts FAQ & Troubleshooting
Example section for showcasing API endpoints
There are two ways to manage users and accounts with Captain Data:
- Platform Access — Manage workflows via our user-friendly Platform UI.
- API Access — Directly manage your users and accounts through our API.
Platform Users
Designed for GTM teams (growth, sales, and marketing) that want to build and manage workflows directly through Captain Data’s Platform UI.
User Roles & Permissions:
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Owner - Full platform access with permissions to manage users, accounts, billing, and subscriptions. Best for project managers or workspace administrators.
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User - Basic platform access but no rights to manage billing or subscriptions. Best for team members like marketing or sales staff.
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External User - No access to the Captain Data platform. Can only connect accounts via shared links. Best for External SaaS users or Clients.
API Customers
As described in the article Adding & Managing Users, you can use Captain Data’s API to manage your SaaS users directly. This approach provides flexibility, scalability, and white-label capabilities.
Reminders for API Usage Modes: