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Managing user roles and permissions

Users and roles are managed in two ways, depending on the account type:

  1. Managing users within Boomi Platform – user creation and basic role assignment are handled directly in the Boomi Platform.
  2. Managing users within Data Integration (Legacy customers) – users and roles are managed directly in the Data Integration console.

Managing users within Boomi Platform

For these accounts, the initial user creation and basic access are handled in the Boomi Platform, and the Data Integration handles granular roles.

Administrators must create a user, grant administrative privileges, and perform all user management tasks—such as adding, editing, or removing users—through the Boomi interface.

Creating a user in the Boomi Platform

Administrators with access can create users, define roles, and assign permissions.

Procedure

  1. Navigate to the Boomi Platform.

  2. Select Settings > Account Access and click the User Management tab.

  3. Add users to a specific Boomi account and assign roles and privileges. To learn more, refer to the Boomi Platform documentation.

    • To grant full administrative privileges, select the Administrator role.
    • To assign granular Data Integration roles (Developer, Deployment Manager, Member), select the User role.

  4. Access the Data Integration console for further configuration after platform setup.

Assigning Data Integration specific roles

After creating a user as a "Viewer" in the platform, you can assign additional roles directly in the Data Integration console.

  • To assign additional Data Integration–specific roles, set the user as a Viewer in Boomi.
  • Go to the Data Integration console and assign the desired role (for example, Developer, Deployment Manager or Member).
  • The Data Integration role overrides the Boomi role to the higher permissions defined in the Data Integration console.

Managing users within Data Integration (Legacy customers)

For Data Integration Accounts not managed through the Boomi Platform (Legacy customers), all user and role management (Add, Remove, Edit) is handled directly within the Data Integration console.

Adding or removing using within Data Integration console

Procedure

  1. Navigate to the Data Integration console.
  2. Select Settings > Users from the left-hand menu.
  3. Click Add User.
  4. Enter the user’s email address and full name.
  5. Assign the appropriate role. You can set different roles for each user across environments or remove a user from a specific environment as needed.
  6. Enable login preferences(optional)
    • Select Enable login with email and password to let users log in using credentials.
    • Select Enable login with a Google account to let users log in using a Google account.
  7. Click Save.
    An email with login instructions is sent to the user.

Editing or updating a user in the Data Integration console

  1. Navigate to the Data Integration console.
  2. Select Settings > Users from the left-hand menu.
  3. Locate the user you want to remove.
  4. Click the three-dot (ellipsis) icon next to the user name.
  5. Choose one of the following:
  • Select Edit to update the roles or permissions.
  • Select Deactivate to deactivate a user.
  • Select Delete to revoke access.
  1. Click Apply Changes.

Roles and permissions

Primary roles in Boomi are Administrator and Viewer. Each role includes specific permissions to maintain access levels and visibility.

RoleDescription
AdministratorHas full access to all aspects of Data Integration, including user administration, deployments, connections, configurations, and billing.
ViewerHas read-only access for monitoring, viewing, and auditing data pipelines and configurations.

Additional roles in Data Integration

In addition to the primary Boomi roles (Administrator and Viewer), Data Integration includes additional roles that provide more granular control over development, deployment, and data management activities. These roles are managed directly within the Data Integration console.

RoleDescription
Deployment ManagerCan manage Rivers and Connections, create new items, inspect configurations, make optimizations, and remove redundant elements. This role can also manage Deployments to facilitate data and configuration transfers across assigned environments.
DeveloperCan manage Rivers and Connections (create, edit, or remove). Responsible for transferring and synchronizing data and configurations within a given environment.
MemberCan manage Rivers using existing Connections only. This includes creating, inspecting, modifying, or removing Rivers to optimize performance or adapt to changing requirements.

Permissions by role

PermissionsNo AccessViewerMemberDeveloperDeployment ManagerAdmin
ConnectionsXread-onlyUse existing only✔️✔️✔️
RiversXread-only✔️ (existing connections only)✔️✔️✔️
Managing EnvironmentsXXXX✔️ (cross-environment deployments)✔️
Environment VariablesXX✔️✔️✔️✔️
Managing DeploymentsXXXX✔️✔️
Managing UsersXXXXX✔️
Handling API TokensXXXXX✔️
Adjusting Account SettingsXXXXX✔️
Subscription and BillingXXXXX✔️
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