Manage Team Roles and Permissions
As a Hub owner, you may want to add team members as editors or billing managers to delegate roles and provide access. This article will show you where to find the tools you need to manage your team. Team members are users who authenticate and connect data source accounts to Power My Analytics. They also configure data destination integrations and have access to tools for backfilling data, managing billing, and all other account functions.
Table of Contents:
Choosing Team Members
Our
Agency
and
Enterprise
plans allow for unlimited team members. However, our Single, Business,
and
Pro
plans charge per team member, so you'll want to be sure you're adding only who you need.
Which actions do require Membership in a Power My Analytics hub?
- Adding and removing connectors
- Backfilling data
- Adding and removing team members
- Managing team members' permissions and responsibilities
- Pausing or resuming a subscription
- Canceling or re-activating a subscription
- Receiving billing communications
- Adding and removing billing information
Which actions do not require Membership in a Power My Analytics hub?
- Editing marketing reports (Google Data Studio, Google Sheets, or Microsoft Excel reports' permissions can be edited directly)
How to Invite Team Members
Go to your Hub . Click on your hub's name at the top right corner and select Members from the list that appears.
Click Invite Member , then enter their email address.
The new team member will receive an email with a link to accept the invitation. When they click the link, they will be guided to your hub. They should click the bell icon in the upper right corner and follow the notification to a page where they can accept or decline the invitation.
How to Manage Access and Permissions
How to edit Hub security
Go to the Settings page in your Hub.
In the Hub Security section, you will find switches to toggle permissions for members of your Hub. You can allow other members of your hub to have all of the same permissions an owner has or you can limit their ability to pause/cancel or see the billing information.
To edit billing contacts
The Hub Owner alone can set or remove Billing Contacts. Check the boxes to select any or all of the team members to be the Billing Contact. Billing Contacts will receive all payment and billing emails and can edit your billing method.
To change the ownership of the Hub or remove a Team Member
Click on the gear icon and choose Promote to Owner or Remove Member .
How to Set a Default Hub
If you are an Owner or Member in many hubs, you can designate a
Default Hu
b
to manage them more easily.
1. Click on your Hub name at the top right then select Settings when the menu appears.
2. Click the menu next to Default Hub and a list of your Hubs will appear. Select the Hub you use the most often.
Still having issues?
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