How to add a user to Google Analytics (step by step)
Fight with how to add a user to google analytics?
If you need to share data or access with other users, Google Analytics includes a built-in feature to add new users and control exactly what data and features they can access.
👨🎓 In this step-by-step guide you will learn how to add a user to google analyticsalong with:
- Restrict this user’s access as needed. For example, you could only give them access to certain views.
- Delete user.
- Create user groups to organize users when you need to add many accounts.
How to add users to Google Analytics
Adding a user to Google Analytics requires the following:
- A Google Analytics Account (also maybe a plugin to link to your website)
- All properties and views required for your website
A quick note on user account permissions
We’ll show you how to change user permissions later in the tutorial, but you should know that the first step in adding a new user dictates some of their initial user roles; it all depends on where you add the user from:
For example, adding a user in the Property Access Management section grants the user access to view or edit properties and views, but not accounts. This is because Accounts are higher in the hierarchy than Properties and Views are lowest.
With that in mind, let’s get into it how to add a user to google analytics. 😎
Step 1: Open the Right Access Management section
From anywhere in your account, search and click in Google Analytics Administrator Menu item in the lower left corner.
This brings the Administrator Panel with options for the three levels:
Everyone has a “access management” Choice. Choose the one that makes sense for this particular user.
Step 2: Add emails for the new users
in the access management module you will see a list of all current users. Click on the blue “+” button in the top right corner.
This will bring up a menu with two options:
- Add user
- Add user groups
click add user.
Enter your potential user’s email address in the Email address Area. You are welcome to add multiple emails at once.
Tick the box below “Notify new users by email.”
Step 3: Set direct roles and data restrictions
In the same module, scroll down to find a section named “Direct roles and data restrictions.”
Among default rollselect a role from the list that you want to assign to this user.
Here are the options:
- Administrator: Grants full account, property and view level control over the Google Analytics dashboard. Be very careful who you give this to.
- Editor: Allows the user to edit everything within the account except the user settings. You should also be careful who you give this to.
- Analyst: Works like a viewer role (among), but with the ability to create and edit shared items such as dashboards.
- Viewers: Can view all of an account’s settings and data, but cannot edit or share anything.
- none: This is a role but without skills that might be used for someone you might want to add in the future.
Step 4: Add data restrictions
A little further down there is a section for data restrictions. These allow you to hide more sensitive data from some users, such as:
- cost metrics
- sales metrics
Note: If you assign someone an admin role, they can come and change their own data restrictions.
Step 5: Add the user to Google Analytics
When you are finished with the roles and restrictions, click Add Button.
If you had “Notify new users by email” If the box is checked, each new user will receive an email explaining the new role, with information about who assigned the role and how to access the dashboard.
You will also see the new Google Analytics user in the access management Panel, along with all other users with those roles.
The user can now access any part you allowed, be it only “read only” Reports as a viewer or everything in the dashboard as an administrator.
How to give previously created users specific roles and permissions
We’ve seen that it’s possible to set roles during the user creation process, but what about editing those roles once it’s over? 🤔 Or get more specific with permissions?
Step 1: View user account details
To edit a current user’s roles and permissions, go to Administrator at Google Analytics. Then select one of the access management options below Account, Propertyor view.
This will take you to the list of current users. On the right side each user has a button with three vertical dots. Click on it to bring up a menu. Choose the option to View user’s account details.
Step 2 Customize roles and permissions
You are now looking at the specified roles for a user, but at three different levels:
- The account level
- The property level
- The view plane
Roles work with the standard organizational hierarchy in Google Analytics. So a role granted at the account level is also available at the property and view level. However, you cannot do the reverse, such as making a user a property-level admin but only an account-level viewer.
Click each role below that you want to edit. Each of them has one pencil Icon and link to click on.
Go through the list of possible roles and choose the one that makes the most sense for this user and for the level (account, property, and view).
It is also possible to click that View Permissions Section to see a full view of what this user is allowed to do in the account.
Step 3: Save and view the new user roles
Once you save these roles, Google Analytics sends them back to the organizational hierarchy for that user. This way you can see what has been saved.
As an example, let’s set this user to have Viewers Capabilities, meaning they can only view the “read-only” reports and settings across the account. But they get higher permissions for editing on the Property and view levels.
How to delete users from Google Analytics
Deleting a user from Google Analytics is similar to adding a user.
Go to Google Analytics Administratorand then choose one of the access management options. Account Access Management is usually the best choice.
Click the vertical dots button to the right of the user list. Choose remove access from the drop down menu.
This will remove any previously configured access for the Google Analytics user. You will be deleted from your account and will not be able to log into your dashboard.
Additionally, no Google Analytics user deletion email will be sent to not notify someone if you don’t want them to.
To add a user again, simply perform the previous process again.
How to create user groups in Google Analytics
User groups make Google Analytics more organized by placing multiple users in one folder. That way you only have to set user roles and permissions once, and all users in that folder will inherit the changes.
👉 Remember that in order to create a user group, your Analytics account must belong to an organization Have a Google Marketing Platform account. If these are not configured, make sure you set them up first.
Step 1: Go to the Access Management section
As with all user actions in Google Analytics, creating a user group begins with a click on the Administrator menu item. Then choose one access management option you want.
Step 2: Add user group
Select the blue at the top right of your user list for that level “+” Button. A drop-down menu will appear. Choose the option to Add user group.
As mentioned, you cannot create a user group unless you link the account to Google Marketing Platform and create an organization. Please see the popup for more information if you need to complete this process.
Step 3: Create and save the group
Finally click on the Add group Button. Find the “+” button and select it.
Fill in the Surname and description Fields to recognize the user group in later organization.
press the Create Button. After that, set the permissions like any other user and then click Add.
All user groups appear in the same list of users that we have discussed a few times in this article.
By showing you how to add a user to google analyticswe discussed:
- 🧑🤝🧑 How to add a user to Google Analytics: Understand the organizational hierarchy of Google Analytics, set roles and data limits so that some people have more control than others.
- 🔒️ How to change roles and permissions for users after adding them to the account: including multiple roles for a user based on analytics level and how much you want to show a person.
- 🚫 Delete users with the push of a button
- 🧑🏻🤝🧑🏻 How to add user groups in Google Analytics for improved organization and more globalized roles: how to create an organization in Google Marketing Platform and link it to your Google Analytics account before creating a user group.