How do I manage team members in my hub?

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 Enterprise plan allows 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.
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All team members of a hub will have permission to access all of the connected data sources, reports, and exports. This is by design.

Which actions do require Membership in a Power My Analytics hub?

  1. Adding and removing connectors
  2. Backfilling data
  3. Adding and removing team members
  4. Managing team members' permissions and responsibilities
  5. Canceling or re-activating a subscription
  6. Receiving billing communications
  7. Adding and removing billing information

Which actions do not require Membership in a Power My Analytics hub?

  1. Editing marketing reports (Looker 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.





Click Invite Member. Enter their email address.



Click the Invite Member button. The new team member will receive an email with a link to accept the invitation.

How to Accept an Invitation

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In Power My Analytics, one user can be a member of multiple hubs, and each hub can contain multiple users. This many-to-many relationship allows flexibility in how you organize your team and access different organizations.

Accepting Your First Hub Invitation

When you receive an invitation to join a Power My Analytics hub, follow these steps to accept it:
  1. Go to your email inbox and open the invitation email from Power My Analytics. Click the Accept Invitation button in the email.



  2. You'll be directed to the Power My Analytics onboarding page. Choose either Sign up with Google or Sign up with email.
  3. After signing up, you'll see options to either Create a new hub or Join an existing hub. Select Join an existing hub.



  4. Choose the hub you were invited to and click Join.


Accepting Additional Hub Invitations

If you're already a member of one hub and receive an invitation to join another:
  1. Open the invitation email from Power My Analytics. Click the Accept Invitation button in the email.
  2. You'll be directed to the Power My Analytics hub page, which will show you're already a member of an existing hub.
  3. Select the Join an existing hub option.
  4. Choose the new hub you were invited to and click Join.
After accepting invitations to multiple hubs, you can switch between them using the hub selector in the top navigation bar.

How to Create Multiple Accounts in One Hub

There may be situations where you need two separate accounts within the same hub. Each account needs its own unique email address. Follow these steps to set up an additional account for yourself in a hub where you're already the owner:
  1. Log into your PMA hub with your primary browser window using your hub owner account.
  2. Open a separate incognito/private browser window. In the incognito window, make sure you're logged into the email account you want to use for your second PMA account.
  3. Return to your primary browser window where you're logged into PMA as an owner. Click on your hub name at the top right corner and select Members.
  4. Click Invite Member and enter your secondary email address.
  5. Switch to your incognito browser window and check the inbox of your secondary email. Open the invitation email from Power My Analytics.
  6. Follow the steps in the "Accepting Your First Hub Invitation" section to accept the invitation.
Both your original account (the hub owner) and your new secondary account are now separate users in the same PMA hub.
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Remember that all team members have access to all connected data sources, reports, and exports within a hub. Creating multiple accounts does not create isolation between resources in the same hub.

How to Manage Access and Permissions

How to Edit Hub Security 

Click on your hub name and select Settings.



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 cancel or see the billing information.



Edit Billing Contacts

Click on your hub's name at the top right corner and select Members.


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.



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 hub to manage them more easily. 

1. Click on your hub name at the top right, then select Settings.

2. Click the menu next to Default Hub. A list of your hubs will appear. Select the hub you want to use as a default hub.




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