Account Management

The account management page is a subsection of the Fivetran dashboard where you can manage administrative aspects of your account. Only account owners have access to the account management page of the Fivetran dashboard.

Note: If you have a Standard or Enterprise account, you can also manage your Fivetran account using our REST API. See our REST API documentation for details.

Navigating account management

The page is organized into tabs, where you can manage the following aspects of your Fivetran account:

You can access the account management section directly by navigating to https://fivetran.com/account.

Or, if you start from your Fivetran dashboard, open the top left dropdown menu and click Manage Account.

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Destinations

On the Destinations tab, you can perform the following actions for destinations associated with your account:

• See a list of account destinations
• Access the dashboard for each destination
• Remove destinations
• Add destinations

To add a destination, click + Destination. To remove an existing destination, click the X to the right of its name.

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Users

On the Users tab, you can:

• View the list of users who are members of your account and their permissions
• Add users to your account
• Remove users from your account
• Set users' permissions for the account
• Set users' permissions for specific destinations within your account

View user list

The first column of the table lists the user names. The second column of the table lists account member roles. The subsequent columns lists roles for account destinations (one column per destination).

Add or remove users

To add a new account or destination member, click + User. To remove an existing user, click the X to the right of the user name. (If your account has many destinations, you may need to scroll to the right to see the Xs.)

Account permissions

Fivetran supports three user roles for accounts: Owner, Billing, and Read Only.

The following table shows each account role and its permissions:

Account permissions grant access to the following actions:

• Manage Destinations - create and remove destinations
• Manage Security - change account authentication configuration (accessible in the Settings tab)
• Manage Users - invite users to your account or remove them
• View Account - view the list of destinations and users for your account
• View Usage - view the credit consumption and MAR (monthly active rows) for all connectors and destinations in your account
• View Billing - view your account's billing details (such as credit cards or invoices)
• Manage Billing - add a credit card or change your billing plan

Destination permissions

Fivetran supports four built-in user roles for destinations, each of which has different levels of permission.

The following table shows built-in destination roles and their permissions (scroll right to see the full table):

Destination permissions grant access to the following actions:

• Manage Destination - set up and edit destination connection
• Manage Log - set up/edit log service connection
• Manage Users - invite users to the destination or remove them
• Manage Connectors - set up, edit, and remove connectors
• Manage Transformations - set up, edit, and remove transformations
• Upload - upload files (in the Upload section)
• View Destination - view all destination information (connectors, users, and config)

You can also define custom destination roles.

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Roles

In the Roles tab, you can view the list of roles defined for your account and create new custom roles. You cannot create custom account roles. You can only create custom destination roles.

To see the permissions defined for a role, select the arrow next to its name.

Custom destination permissions

The feature is available only for Enterprise accounts.

In addition to basic destination permissions, you can configure custom destination roles. Custom destination roles enable account owners to create and assign custom roles to limit create, edit, and delete access to specific connector types. Built-in roles (Admin, Analyst, Uploader, and Read Only) are also available in the roles list, but you can't modify them.

Create a custom role

To add a new custom role, follow these steps:

1. Click + Role at the top right.

2. Name your custom role.

3. Select the permissions for the custom role, including access to manage specific sources.

   

4. Click Create Role to save.

Update a custom role

To edit a custom role, follow these steps:

1. Hover over the role and click the pencil icon on the right.
2. Edit the name or permissions, including access to manage specific sources.
3. Click Update Role to save.

Delete a Custom Role

To delete a custom role, follow these steps:

1. Hover over the role and clicking the X icon on the right.
2. From the drop-down, select the role to which you'd like to assign the users previously assigned to the role you are deleting.

   Note: By default, users who were assigned to your custom role are moved to Read-Only.

3. Click Delete Role to permanently make this change.

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Settings

In the Settings tab, you can change the account security configuration.

SAML Config

Configure SAML login in the SAML Config section of the Settings tab.

To configure SSO with SAML, follow these steps:

1. Switch the Enable SAML authentication toggle to on.

2. If you want users to be created on first login with SAML, keep Enable user provisioning on.

3. Set the Sign on URL field value to the one provided by your SAML identity provider.

4. Specify the Issuer field, copying the issuer value from your SAML identity provider.

5. Copy and paste your SAML identity provider's public certificate to the Public certificate field.

   

Supported identity providers

We officially support the following identity providers:

• Azure AD / Setup Guide Beta
• Okta
• OneLogin
• PingOne

You can set up "Fivetran" from the app catalogs for these identity providers.

If you would like us to offer official support for any other identity provider, let us know and we will evaluate your request.

If you would like to try using a SAML 2.0 compliant identity provider that we don’t support, you can attempt it with these settings:

• ACS: https://fivetran.com/login/saml/return
• NameID: must be user's email
• Required custom attributes:
  • FirstName - user's first name
  • LastName - user's last name

Note: This method is not fully supported and may not work with an identity provider that does not support our requirements. If you run into issues we would be happy to evaluate adding official support for your identity provider.

PingOne Config

Follow the instructions in the PingOne installation wizard. Configure custom attributes as shown in the screenshot below (no need to change any other app setting):

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Billing

On the Billing tab, you can:

• Monitor your credit consumption
• Set up credit usage alerts
• View past credit consumption
• View or change billing plan
• View or change payment method
• View past invoices
• Cancel plan (online purchasing only)

Monitor your credit consumption

The credit consumption section is in the top left corner of your Billing tab. This section looks different based on whether you have an annual subscription, purchased Fivetran online, or purchased Fivetran through a partner marketplace.

Annual subscription

The credit consumption bar graph shows at a glance how many of your credits you have used and how much time is left in your contract. If you're consuming credits at a higher rate than anticipated, you'll see a You may need more credits message.

If you need to buy more credits, click Talk to Sales at the bottom of the chart to connect to our Sales team.

Online purchasing

In the credit consumption section, you can see how many credits you have used so far this month.

To see more detailed usage information, click See usage.

Partner marketplace

At the top of the Billing tab, you'll see a link to your partner marketplace. Click this link if you want to change your plan.

In the credit consumption section below, you can see how many credits you have used so far this month.

To see more detailed usage information, click See usage.

Set up credit usage alerts

Next to the credit consumption graph, you can set up credit usage alerts using the Alert me on my credit usage toggle.

When you set the toggle to ON, you'll be prompted to enter a monthly credit threshold. We'll send you an email when your credit usage within a month reaches this threshold.

View past credit consumption

In the middle of the page, you'll see a bar chart of your credit consumption by month. Hover over each bar to see how many credits you consumed. By default, the chart displays data from the current year and for all destinations. To see data from past years and/or for a specific destination, use the drop-down menus in the top-right corner.

View or change billing plan

Below the credit consumption and alert sections, you can see your current billing plan and which features are included in that plan.

To view all plans side-by-side, click Compare plans. You'll be redirected to comparison page. If you'd like to change your plan, follow the instructions on the plan comparison page.

To return to the main Billing tab, click the back arrow in your web browser.

View or change payment method

Next to the plan section, you'll see your current method of payment. The payment section looks different based on whether you have an annual subscription, purchased Fivetran online, or purchased Fivetran through a partner marketplace.

Annual subscription

The payment section shows details of your annual subscription. To add a credit card for any overage charges, click the link beneath your subscription details.

Online purchasing

The payment section shows details of your online purchasing plan, including the credit card you're currently using. If you want to pay with a different credit card, click Change credit card.

Partner marketplace

The payment section shows details of your marketplace payment plan. To visit the partner marketplace where you bought Fivetran, click Visit Marketplace.

View past invoices

The Invoices section lists all of your past invoices from newest to oldest. For each invoice, we display the invoice date, cost, remaining balance, and invoice number. To download an invoice, click the blue arrow next to the invoice number.

Cancel plan

If you purchased Fivetran online, you can cancel your plan by clicking Cancel plan at the bottom of the page.

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Usage

In the Usage tab, you can see your account credit usage and MAR (monthly active rows). To learn more about what you can do in the Usage tab and to understand MAR, see our Consumption-Based Pricing documentation.