Users (logins) and Accounts (collections of data sources, business logic and destination configurations) belong to Subscriptions in Funnel. A user can have access to one or multiple accounts. What features a user can use depends on their subscription and account roles.
There are two subscription roles: member and owner.
This is the default subscription role. As a member, you can
- See and access accounts you are invited to
Your account role determines what you can do in each account.
A subscription can have multiple owners. As an owner, you can
- Edit billing information
- See invoice history
- Access all accounts within the subscription
- See all users within the subscription
- Remove users from the subscription
- Add/remove users to any account within the subscription
There are two roles that determine what a user can do within an account: editor and viewer. The account role is specific for each account, meaning that the same user can be editor in one account and viewer in another one.
There is also a special role that only applies to Funnel's dashboards & reports: report user.
This is the default account role. As an editor you can, for all accounts you have access to:
- Edit account details
- Invite and remove users
- Change role for other users
- Create and modify everything in the account, including data sources, custom fields, exports etc
Viewers can access and see all parts of an account, but they do not have permission to create or edit anything As a viewer you can export data to Google Sheets or CSV on demand, but not set up scheduled exports.
* The viewer role is only available for subscriptions with the User permissions feature.
Report user is a special role that is limited to access the Report Center for an account. Report users are limited to view access within the Report Center and thus cannot edit anything. If a Report User in an account is invited to the account itself, they are automatically upgraded to a Member.
** Report user is only available to subscriptions with the Dashboards feature.
With the User permissions feature enabled, creation of new accounts are limited to subscription owners only.
Managing account roles as an Editor
As an Editor, users' roles can be seen and changed on the account's users page:
New users can be invited as Viewers directly:
Managing roles as Subscription owner
As a subscription owner, you have access to more powerful tools for managing permissions across multiple accounts. You can find them under the Subscription administration page. Access it by clicking on Subscription on the top right dropdown:
Depending on what you want to do, there are several ways to change a user's role.
To get an overview of your users' roles, go to the Users tab. By default you will see a list of your subscription's users. To see account roles, check the Show by account checkbox.
User roles across multiple accounts
To change a user's role, click on a name. This screen allows you to control which role a user should have on all their accounts.
Account roles for multiple users
If you want to change roles for multiple users on one account, go to the Accounts tab and then click on an account: