Add a User to Segment

Use this checklist to add the collaborator to Segment.

Prerequisites

• Identify the Segment workspace (production, staging) the collaborator should join.
• Determine the workspace role (Owner, Admin, Member, Read-only) and any specific source access required.
• If SCIM/SSO is in use, prepare the user in your identity provider.
• Ensure you have Workspace Owner or Admin rights.

Invite the Service Account

1. Sign into Segment and open Settings → Team Members.
2. Click Invite and enter the collaborator’s service account email.
3. Choose the appropriate Workspace Role (Member is typical; Admin for broader management).
4. If fine-grained permissions are enabled, assign access to the required sources/destinations.
5. Send the invite and log the request in your IAM tracker.

After Inviting

• Monitor the Pending Invites section until acceptance.
• Share any VPN, MFA, or SSO requirements with the collaborator’s team.
• Update your access inventory with the invite date, role, and assigned sources.

Troubleshooting

• Invite not delivered: Allowlist @segment.com and resend.
• SSO enforced: Ensure the user exists in the correct IdP group before logging in.
• Access denied to specific sources: Revisit Settings → Sources → Access Management to grant the correct permissions.