If you use Piwik PRO with many teammates, you can create groups and manage their permissions in a bundle. In this article, we’ll show you how to use groups and set permissions.
Before you start
Here are some things to know before you begin working with groups:
- You can set permissions for each teammate or for groups.
- When your teammate has individual permissions and group permissions set, the higher one is granted.
- After deleting a group, members will lose assigned permissions. But they still have permissions assigned individually or in another group.
Add a group
To add a group, follow these steps:
- Go to Menu > Administration.
- Navigate to Groups.
- Click Add a group.
- Name the group.
- Click Add user to group.
- On the email list, mark teammates you want to add to the group.
- Click an arrow to add your teammates.
- When done, click OK.
- You’ll see your teammates on the member list.
- Navigate to Permissions and grant permissions for a site or app.
Note: To grant permissions to meta sites, go to Menu > Administration > Meta 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.
Revoke permission
To remove a member from a user group, follow these steps:
- Go to Menu > Administration.
- Navigate to Groups.
- On the right, pick a group you want to work with.
- Click X for the user you want to remove.
Delete a user group
To remove a user group, follow these steps:
- Go to Menu > Administration.
- Navigate to Groups.
- On the right, pick a group you want to work with.
- Click Delete and confirm your decision.
Check permissions granted for each site or app
To view the permissions, follow these steps:
- Go to Menu > Administration.
- Navigate to Sites & apps.
- On the left, pick a website or app you want to work with.
- Navigate to Permissions.
- View permissions for each user.
In this view, you will see:
- User permissions: individually set permission.
- User group permissions: permission granted for a group that the user belongs to.
- Effective permission: permission that is working for this user at the moment.