Permissions for meta sites

Analytics new Available from version 10.0.0.

If you’re going to use meta sites in your team, you will have to assign permissions for accounts with a user level. Permissions for meta sites are independent from permissions for websites and apps. Therefore you need to set them separately.

In this article, we’ll explain how to grant permissions to users and user groups, and what types of permissions you can use.

Before you start

Here are some things to know before you begin the process:

  • You can grant permissions only if you have an owner level of an account or user level with the manage permission.
  • Permissions for managing meta sites differ for an owner and user with the manage permission. We’ve described the differences in the table at the end of this article.

Types of permissions

Every meta site has four types of permissions: Manage, Edit, View, and No Access. You will set them only for accounts with a user level because the owner level has access to everything.

  • Manage: The user can view meta site settings, assign permissions for users, view and edit dashboards, view all reports, edit custom reports, export a report, view, and edit segments.
  • Edit: The user can view and edit dashboards, view all reports, edit custom reports, export a report, view, and edit segments.
  • View: The user can view dashboards, all reports, segments, and export a report.
  • No access: The user doesn’t have access to anything.

Grant meta site permissions to users

For every user level of an account, an owner needs to give permissions to use each meta site. 

To assign meta site permissions to users, follow these steps:

  1. Go to Menu > Administration.
  2. Navigate to Meta sites.
  3. Select the meta site for which you want to grant permissions.
  4. Click Permissions and choose an option for a user.

If you have more meta sites and users, assign permissions for each meta site and each user. Otherwise, your teammates will stay with no access, at all.

Grant meta site permissions to a user group

If you’re using user groups to manage permissions for your team, you can grant permissions to meta sites for this group. Only an owner can grant meta site permissions for the user group.

To assign meta site permissions to the user group, follow these steps:

  1. Go to Menu > Administration.
  2. Navigate to Meta sites.
  3. Select the meta site for which you want to grant permissions.
  4. Select User groups.
  5. Click Permissions and choose an option for a user group.

Compare meta site permissions

If you need to dig deeper into types of permissions for meta sites, take a look at the following table.

Analytics (new)

User action Manage Edit View No access
View a dashboard
Edit, add, copy, delete a dashboard
View all reports
Edit, add, copy, delete custom reports
Customize a standard report
Export a report
View segments
Edit, add, delete segments

Compare manage permissions between an owner and user

If you need to dig deeper into types of permissions for managing meta sites, take a look at the following table:

Action Owner User with a manage permission
Create or delete a meta site
Add a website to the meta site
View meta site settings
Edit name, time zone, and currency of the meta site
View and assign permissions for users
View permissions for user groups
Assign permissions for user groups
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