Team Management

Get answers about "Team Management: Add Users and Manage Access" in AnyTrack. Understand key concepts and how to apply them to your conversion tracking and attribution setup to your business needs.

Proper team and access management prevents unauthorized access, ensures collaboration, and maintains accountability. AnyTrack’s access management system assigns appropriate permissions to the right users while protecting sensitive information.

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.

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 receives 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
Options to add new users, suspend users, or delete users

2. Adding a New User

To add a new user, click the + New User button. The form requires the following information:

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

Adding a Team Member with View-Only Permission

3. Defining User Access Levels

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

Account Owner

Full control over the account
Manages properties, integrations, billing, and team members
Highest level of access

Account Manager

Manages properties, integrations, and team members
Cannot access billing or account settings
Optional permissions: Billing and User Management

Account Member

Full access to properties, Tracking Tags, and integrations
Cannot manage team members or billing
Available restrictions:
- Limited Access: Restrict to specific properties
- Read-only: View-only permissions
- Export Data: Data export only

4. Customizing User Permissions

Customize permissions for Account Manager and Account Member roles to match job responsibilities. Account Managers can toggle Billing and User Management. Account Members receive read-only or export-only restrictions as needed.

5. Suspending, Unsuspending, and Deleting Users

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

Suspending a User

Suspend users to temporarily restrict access (e.g., employee leave). Suspended users remain in the system and can be unsuspended to restore their previous permissions.

Unsuspending a User

Unsuspending a user restores their previous permissions and account access immediately.

Deleting a User

Deleting permanently removes a user from the system. Deleted users cannot be restored and must be re-added manually.