Permissions for meta sites
Administration
Needed permissions: owner or manage
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.
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:
- Go to Menu > Administration.
- Navigate to Meta sites.
- Select the meta site for which you want to grant permissions.
- 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:
- Go to Menu > Administration.
- Navigate to Meta sites.
- Select the meta site for which you want to grant permissions.
- 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.
Platform
| User action | Owner | Manage | Edit | View | No access |
|---|---|---|---|---|---|
| Add 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 | ✔ | ✘ | ✘ | ✘ | ✘ |
Analytics (new)
| 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 | ✔ | ✔ | ✔ | ✘ | ✘ |