Update Segment Roles for the collaborator

Modify the collaborator’ Segment permissions whenever project scope or security policies shift.

When to Update

• New sources/destinations need the collaborator’s oversight.
• Engagement scope narrows and the collaborator should reduce permissions.
• SCIM/SSO group mappings change and require role alignment.
• Token or warehouse access requires rotation.

Update Workflow

1. Navigate to Settings → Team Members and open the collaborator’s account.
2. Change the Workspace Role (Owner, Admin, Member, Read-only) to match the new requirements.
3. If granular controls are enabled, adjust the list of sources/destinations under Access Management.
4. Save the changes and note the ticket or request ID.
5. Notify the collaborator’s engagement lead with a summary of the update.

Validation

• Review the Audit Trail to ensure the change is logged.
• Ask the collaborator to log in and verify visibility aligns with expectations.
• Update your IAM tracker with the modification details, approvals, and date.

Related Tasks

• Rotate any API tokens or warehouse credentials managed by the collaborator’s account.
• Update downstream tools (e.g., reverse ETL, CDPs) that rely on the Segment user for authentication.
• Confirm identity provider groups mirror the new access model if SCIM is active.