Team management

Effective team and access management is crucial for organizations to maintain security, efficiency, and collaboration. A well-structured access management system ensures that the right users have the appropriate permissions while protecting sensitive information. This article explores the importance of access management and demonstrates how to manage users effectively using the AnyTrack dashboard.

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Why Team and Access Management Matters

Managing user access is essential for:

• Security: Prevent unauthorized access to sensitive information.
• Collaboration: Ensure users have the necessary permissions to perform their tasks efficiently.
• Accountability: Track actions performed by users with different access levels.
• Efficiency: Reduce administrative overhead by defining user roles and automating permissions.

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Managing Users in AnyTrack

1. Viewing and Managing Existing Users

The Access Management section in AnyTrack provides an overview of all users associated with an account. Each user is assigned specific permissions that define their level of access.

Key Features of the User Management Interface:

• A list of active users, including their email addresses, roles, and status.
• A search bar to quickly locate users.
• The ability to add new users, suspend users, or delete users.

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2. Adding a New User

To add a new user, click the "+ New User" button. This opens a form where the administrator enters:

• First Name & Last Name
• Email Address
• Access Level (Role)

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3. Defining User Access Levels

AnyTrack provides three main access levels, each with specific permissions:

🔹 Account Owner

• Full control over the account.
• Can manage properties, integrations, billing, and team members.
• The highest level of access.

🔹 Account Manager

• Can manage properties, integrations, and team members.
• Does not have access to billing and account owners.
• Additional permissions, such as Billing and User Management, can be toggled on or off.

🔹 Account Member

• Has full access to properties, pixels, and integrations.
• Cannot manage team members or billing.
• Additional restrictions can be applied:
  • Limited Access: Restricts the user to specific properties.
  • Read-only: Grants view-only permissions.
  • Export Data: Allows data export permissions.

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4. Customizing User Permissions

Users with Account Manager or Account Member roles can have customized permissions. This ensures that they have the necessary tools to perform their jobs without unnecessary access to sensitive settings.

For example:

• Account Managers can have Billing and User Management toggled on or off.
• Account Members can be restricted to read-only access or export-only permissions.

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5. Suspending, Unsuspending, and Deleting Users

Administrators can manage user access by performing actions such as suspending or deleting users.

🔹 Suspending a User

• A suspended user loses access to the account but remains in the system.
• This is useful for temporary access restrictions (e.g., employee leave).
• Suspended users can be unsuspended later if needed.

🔹 Unsuspending a User

• If a suspended user needs to regain access, they can be unsuspended.
• This restores their previous permissions and access.

🔹 Deleting a User

• This permanently removes a user from the system.
• Deleted users cannot be restored and need to be re-added manually.

A well-structured access management system enhances security, streamlines collaboration, and improves efficiency. By utilizing AnyTrack’s user management features, administrators can easily assign roles, set permissions, suspend users, and delete inactive accounts. Implementing best practices for access management ensures long-term security and organizational success.