Invite users to dbt Cloud

dbt Cloud makes it easy to invite new users to your environment out of the box. This feature is available to all dbt Cloud customers on Teams or Enterprise plans (Developer plans are limited to a single user).

Prerequisites

You must have proper permissions to invite new users:

• Teams accounts — must have member or owner permissions.
• Enterprise accounts — must have admin, account admin, project creator, or security admin permissions.
• The admin inviting the users must have a developer or IT license.

Invite new users

1. In your dbt Cloud account, select the gear menu in the upper right corner and then select Account Settings.
2. From the left sidebar, select Users.

The user screen in the Account Settings page

3. Click on Invite Users.

The invite users pane

4. In the Email Addresses field, enter the email addresses of the users you would like to invite separated by comma, semicolon, or a new line.
5. Select the license type for the batch of users from the License dropdown.
6. Select the group(s) you would like the invitees to belong to.
7. Click Send Invitations.
   • If the list of invitees exceeds the number of licenses your account has available, you will receive a warning when you click Send Invitations and the invitations will not be sent.

User experience

dbt Cloud generates and sends emails from support@getdbt.com to the specified addresses. Make sure traffic from the support@getdbt.com email is allowed in your settings to avoid emails from going to spam or being blocked. This is the originating email address for all instances worldwide.

The email contains a link to create an account. When the user clicks on this they will be brought to one of two screens depending on whether SSO is configured or not.

Example or an email invitation

Local user

The default settings send the email, the user clicks the link, and is prompted to create their account:

Default user invitation

SSO user

If SSO is configured for the environment, the user clicks the link, is brought to a confirmation screen, and presented with a link to authenticate against the company's identity provider:

User invitation with SSO configured

Once the user completes this process, their email and user information will populate in the Users screen in dbt Cloud.

FAQ

• Is there a limit to the number of users I can invite? Your ability to invite users is limited to the number of licenses you have available.
• Why are users are clicking the invitation link and getting an Invalid Invitation Code error? We have seen scenarios where embedded secure link technology (such as enterprise Outlooks Safe Link feature) can result in errors when clicking on the email link. Be sure to include the getdbt.com URL in the allowlists for these services.
• Can I have a mixure of users with SSO and username/password authentication? Once SSO is enabled, you will no longer be able to add local users. If you have contractors or similar contingent workers, we recommend you add them to your SSO service.
• What happens if I need to resend the invitation? From the Users page, click on the invite record, and you will be presented with the option to resend the invitation.
• What can I do if I entered an email address incorrectly? From the Users page, click on the invite record, and you will be presented with the option to revoke it. Once revoked, generate a new invitation to the correct email address.

Resend or revoke the users invitation