If you’re going to use meta sites & apps in your team, you’ll need to assign permissions to users or groups. Permissions for meta sites/apps are independent from permissions for sites/apps, so you need to set them separately.
In this article, we’ll describe permission types and explain how to grant them to users or groups.
Types of permissions
In short, each meta site/app has four types of permissions:
- Manage: The user can see meta site/app settings; assign permissions to users; edit and publish tags, triggers and variables. But they can’t add a new meta site/app.
- Edit: The user can add and edit tags, triggers and variables as well as see and manage all meta site/app reports. But they can’t publish changes.
- View: The user can see all meta site/app reports, tags, triggers and variables.
- No access: The user can’t see any of the above.
For more details, see this section.
Note: A user with the role of owner has access to everything and doesn’t need to have permissions granted.
Grant meta site/app permissions to users or groups
To assign meta site/app permissions to users or groups, follow these steps:
1. Go to Menu > Administration.
2. Navigate to Meta sites & apps.
3. Select the meta site & app to which you want to grant permissions.
4. Click Permissions and pick: Users or Groups.
5. Select the access level for the user or group.
Note:
- Users with the role of owner are not listed. They have unlimited access to all meta sites/apps.
- You can grant users owner access in Menu > Administration > Users > Profile > Owner access.
Compare meta site/app permissions
If you need to dig deeper into types of permissions by module, check out the tables below.
Administration
| User action | Owner | Manage | Edit | View | No access |
|---|---|---|---|---|---|
| Add or delete a meta site/app | |||||
| Add a site or app to the meta site/app | |||||
| View meta site/app settings | |||||
| Edit the meta site/app name, time zone and currency | |||||
| View and assign permissions to users | |||||
| View group permissions | |||||
| Assign permissions to groups |
Analytics
| User action | Owner | Manage | Edit | View | No access |
|---|---|---|---|---|---|
| View a dashboard | |||||
| Add, edit, copy, delete a dashboard | |||||
| View all reports | |||||
| Add, edit, copy, delete custom reports | |||||
| Customize a standard report | |||||
| Export a report | |||||
| View segments | |||||
| Add, edit, delete segments |
Tag Manager
| User action | Owner | Manage | Edit | View | No access |
|---|---|---|---|---|---|
| Publish | |||||
| Discard changes | |||||
| View tags, triggers and variables | |||||
| Add, edit, delete tags, triggers and variables |