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User and Team Provisioning

New Catalog accounts for new customers are created by the Coalesce team and are not self-service. Contact support@coalesce.io or your Coalesce representative to request a new Catalog account. Include the customer name, key user emails, integrations needed (for example, Snowflake, Sigma, Coalesce Transform), and timeline.

If you are using an identity provider you might want to automatically synchronize your users and teams directly into Catalog. To do so, we expose an SCIM API allowing identity providers to handle users’ statuses and their team assignments.

This SCIM API allows you to add, update, and deactivate synchronized users and teams.

Here are walkthroughs to set this up for Microsoft Entra ID (formerly Azure AD) and Okta.

Role Assignment Based on Team Membership​

Once the setup is configured, an automated script in Catalog will assign roles to users based on their team membership. To enable this functionality, you'll need to provide a role mapping that links teams to specific roles.

Handling Multiple Team Memberships:

If a user belongs to multiple teams, the system will automatically assign the role associated with the team that has the highest level of access.

Role Mapping Example:

You’ll provide a mapping that specifies which roles correspond to each team.

{
  "VIEWER": ["dev"],
  "CONTRIBUTOR": ["marketing", "sales"],
  "ADMIN": ["founders"]
}

When To Contact Support​

Org admins can add users, change roles, and manage access directly in the Coalesce App. Some account and access requests are handled by the Coalesce team and are not self-service.

Self-service (org admins):

  • Add users to your organization.
  • Edit user names and roles (Admin vs User).
  • Disable, activate, or delete users.
  • Assign RBAC roles at the organization, project, and environment levels.

Support-assisted (contact Coalesce):

  • New Catalog accounts for new customers.
  • New customer organization setup.
  • POC account setup and adding specific users.

When requesting new accounts or access, include the following in your support request:

  • Customer or organization name.
  • Key user email addresses.
  • Integrations needed (for example, Snowflake, Sigma, Coalesce Transform).
  • Timeline and any organizational context (for example, merger, hierarchy change).