In Google Analytics, managing users and access is essential to control who can view, edit, and manage your analytics data and settings. Here’s a detailed guide on how to manage users and access in Google Analytics:
Step 1: Access Google Analytics:
- Go to the Google Analytics website (https://analytics.google.com).
- Log in with the Google account associated with the Google Analytics account you want to manage.
Step 2: Navigate to the Admin Section:
- Once you’re logged in, click on the “Admin” option in the lower-left corner of the Google Analytics dashboard. This will take you to the Admin section, where you can manage users and access.
Step 3: User Management:
In the Admin section, you will find three main columns: Account, Property, and View. Under each column, you’ll see the “User Management” option. Here’s how to manage users and access for each level:
1. Account Level User Access:
- Click on the “Account” column to access the account-level settings.
- Under the “Account” section, you’ll find the “User Management” option.
- To add a new user, click the “+ New User” button.
- Enter the email address of the user you want to add.
- Assign permissions to the user. Google Analytics offers several predefined roles, such as “Read & Analyze,” “Collaborate,” and “Edit.” Choose the appropriate role based on the user’s needs.
- Optionally, you can notify the user by email.
- Click the “Add” button to save the user’s access.
2. Property Level User Access:
- Click on the “Property” column to access the property-level settings.
- Under the “Property” section, you’ll find the “User Management” option.
- To add a new user, click the “+ New User” button.
- Enter the email address of the user.
- Assign permissions based on the user’s role. You can choose from predefined roles or create a custom role with specific permissions.
- Optionally, you can notify the user by email.
- Click the “Add” button to save the user’s access.
3. View Level User Access:
- Click on the “View” column to access the view-level settings.
- Under the “View” section, you’ll find the “User Management” option.
- To add a new user, click the “+ New User” button.
- Enter the email address of the user.
- Assign permissions based on the user’s role, similar to property-level permissions.
- Optionally, notify the user by email.
- Click the “Add” button to save the user’s access.
Step 4: Editing or Removing User Access:
- To edit or remove a user’s access, locate the user in the respective user management section (Account, Property, or View).
- Click on the user’s name or email address to edit their permissions.
- To remove a user, click the trash icon next to their name/email.
Step 5: Sharing Reports:
While you can manage user access at different levels, you can also share specific reports and dashboards within Google Analytics:
- To share a report or dashboard, navigate to the report or dashboard you want to share.
- Click the “Share” button (typically located at the top of the report).
- Enter the email addresses of the recipients.
- Choose the level of access they should have (e.g., “View” or “Edit”).
- Add a message (optional).
- Click the “Send” button.
This allows you to share specific data or insights with colleagues or stakeholders without granting them access to your entire Google Analytics account.
Remember that when granting access or sharing reports, it’s essential to follow best practices for data security and privacy, especially if you’re dealing with sensitive information. Always ensure that users have appropriate permissions based on their roles and responsibilities.