If you want to use Piwik PRO in a team, you need to invite your teammates and set permissions for sites and apps, meta sites and apps, and modules.
To invite a user, follow these steps:
- Go to Menu > Administration.
- Navigate to Users.
- Click Invite a user.
- Enter your teammate’s email address and click Send invitation.
Note:
- Currently one email address can only be used for one account. We plan to allow one email address to be used for multiple accounts in the future.
- Invitations are sent in version 16.0.0 and higher. In versions below 16.0.0, you need to set a password for your teammate and ask them to reset that password during the first log-in.
- Your teammate will receive an email with an activation link. They can then click on the link: Join this account and set their password.
Note: Didn’t get an email? This can help:
- Check the spam folder.
- Double check the user’s email address.
- After sending an invitation, set permissions for your teammate. By default, new users don’t have access to any site, app or meta site or app.
- Go to Menu > Administration > Websites & apps > Permissions to grant permissions for a site or app.
Note: Users with the owner role are not listed. They have unlimited access to all sites & apps.
Here’s a brief overview of all permissions:
- Manage: The user can view and edit websites, view, edit, and publish tags, import and export audiences, manage permissions, and use Consent Manager. But they can’t add a website or a new user.
- Edit & publish: The user can do the same actions as on the manage level, except they can’t manage permissions.
- Edit: The user can view and edit websites, view and edit tags, import and export audiences and change general options. But they can’t publish a tag, manage permissions, and use Consent Manager.
- View: The user can view websites, tags, and export audiences.
- No access: The user doesn’t have access to anything.
Tip: Read more about permissions for a site or app.
- Go to Menu > Administration > Meta sites > Permissions to grant permissions for a meta site or app.
Note: Users with the owner role are not listed. They have unlimited access to all meta sites.
Tip: Read more about permissions for meta sites and apps.
- Optionally, go to Menu > Administration > Users > Profile to change access to modules.
- Optionally, turn on Owner access to give your teammate the owner role. They then will have unlimited access to everything.
Tip: The difference between the owner and user is:
- Owner is the primary contact for the account and can perform all actions in the account, including adding a site or app, inviting other users to join and granting permissions for a site or app.
- User can do only specific actions, depending on the type of permission they have for each site or app. By default new users don’t have access to a site, app or meta site or app.
Note: If you want to track changes made by your teammates in the platform, use the audit log.
Remove a user
To remove a user, follow these steps:
- Go to Menu > Administration.
- Navigate to Users.
- On the right, pick the user you want to remove.
- Click Delete.
- Confirm that you want to delete this user.
- Done. This user will no longer be able to use your account.