What is the difference between the Integration user and Viewer role?

What is the difference between the Integration user and Viewer role?

Learn about the different user role types in Pylon and how they can interact with the platform.

Integration Users

Integration users are automatically created in Pylon when their messages are seen by the system in Slack, Linear, or other integrations. These users:

• Are automatically added - no manual creation needed

• Have no limit on the number of users

• Cannot access the Pylon web application

• Can be referenced in workflows, filters, and assigned to issues

Viewer Users

Viewers are users who need basic access to the Pylon web application. This role:

• Must be manually assigned by an admin

• Can log in to view content in the web application

• Can be referenced in workflows, filters, and assigned to issues

• Can leave internal notes on existing internal threads (cannot create new internal threads)

Adding Integration Users for Issue Assignment

You can add users who can be assigned issues and participate via Slack without having access to log into the Pylon web application. These are called "Integration users" and do not count towards your paid user licenses.

Setting Up Integration Users

1. First, go to Settings > Users and ensure that the option to allow anyone from your domain to login is toggled off.

2. Invite the user you want to add as an Integration user.

What Integration Users Can Do

Integration users can:

• Be assigned to issues

• Participate in the triage channel in Slack

• Interact with issues through Slack

Managing Login Access

To revoke login access for a user:

1. Go to the Users settings page

2. Find the user in the list

3. Toggle off their login access