User Management & Invitations

LakeSentry uses an invitation-based system for adding users to your organization. Admins and owners can invite team members by email, assign roles, and manage access. This page covers the full user lifecycle from invitation to removal.

For details on what each role can do, see Roles & Permissions.

User roles overview

Role	Description
Owner	Full access including billing and ownership transfer. One owner per organization.
Admin	Full access except ownership transfer. Can invite users, manage connectors, approve actions.
User	Standard access. Can view dashboards and insights, and configure personal notification preferences.

Inviting users

Admins and owners can invite users by email:

1. Go to Settings > Access.
2. Click Invite User.
3. Enter the invitee’s email address.
4. Select a role (Admin or User).
5. Click Send Invitation.

What happens next

1. The invitee receives an email with a link to accept the invitation.
2. The invitation is valid for 7 days. After that, it expires and a new one must be sent.
3. When the invitee clicks the link, they create their account and are logged in automatically.
4. Once accepted, they appear in the user list with their assigned role.

Seat limits

Your plan tier determines how many users you can have. LakeSentry checks the seat limit both when creating an invitation and when accepting it. If your organization reaches the limit:

• You cannot create new invitations until a seat is freed.
• Pending invitations that would exceed the limit cannot be accepted.

Note

Pending invitations do not count against the seat limit until they are accepted.

Pending invitations

View and manage pending invitations on the Access tab of the Settings page:

• Revoke — Cancel a pending invitation. The invite link stops working immediately.

Expired invitations are automatically filtered out and no longer appear in the list.

Managing users

Setting a user’s password

Admins and owners can set or reset a password for any user:

1. On the Access tab in Settings, find the user in the table.
2. Click the Password button in the user’s row.
3. Enter the new password and click Set password.

This is useful when a user is locked out or needs a password reset.

Removing a user

Admins and owners can remove users:

1. On the Access tab in Settings, find the user in the table.
2. Click the delete icon (trash) in the user’s row.
3. Confirm the deletion in the dialog.

Removing a user:

• Immediately invalidates all their active sessions.
• Removes their access to LakeSentry.
• Does not delete historical data or audit log entries associated with them.

Caution

You cannot remove the organization owner. To remove an owner, first transfer ownership to another admin.

Transferring ownership

The owner role is unique — there’s exactly one per organization. To transfer ownership:

1. Go to Settings > Access.
2. In the Ownership Transfer card (only visible to the current owner), select the target admin from the dropdown.
3. Click Transfer Ownership.
4. Confirm the transfer in the dialog.

After transfer:

• The selected admin becomes the new Owner.
• The previous owner is demoted to Admin.
• An entry is recorded in the audit log.

Note

Ownership can only be transferred to users who already have the Admin role.

Authentication

LakeSentry supports two authentication methods:

Method	How it works
Magic link	User enters their email, receives a one-time login link via email. No password needed.
Password	Traditional email and password login.

Users can use either method regardless of how their account was created. Magic link is the default — password-based login is available for users who prefer it or whose email systems have delays with magic links.

Session management

• Sessions expire after 7 days.
• Users can have multiple active sessions (e.g., on different devices).
• Removing a user invalidates all their sessions immediately.

Audit trail

All user management actions are logged in the audit log:

Action	What’s recorded
Invitation created	Inviter email, invitee email, assigned role
Invitation accepted	Invitee email, assigned role
Invitation revoked	Revoking admin, invitation email
User removed	Admin who removed them, removed user’s email
Ownership transferred	Previous owner, new owner

Next steps

• Roles & Permissions — Detailed permission matrix for each role
• Webhooks & Notifications — Configure alerts for your team
• Settings — Organization-level configuration