Analytics users and roles
Invite people, choose their role, make custom roles, and see what happens to users beyond your plan.
Invite people
Admins open Settings > Users and choose Invite. Enter the person's email and a role. They get an email, and once they accept they can open Analytics for your business. An invitation lasts 7 days.
Roles
- Admin - everything: data, reports, dashboards, sharing, users, settings and the plan. The business owner is always an Admin.
- Manager - every workspace, all data, reports and dashboards, and sharing. Not users or the plan.
- Analyst - their own workspaces and data, and what is shared with them to edit. They can use only the Ellibo apps an Admin allows in Settings > Analysts' apps.
- Viewer - sees and exports only what is shared with them, and changes nothing.
Custom roles
On Professional and up, Admins can make roles with exactly the rights they choose in Settings > Roles & permissions. Start from a built-in role or a blank grid, tick what the role may see, create, edit, delete and export, then give it to people under Users.
If your plan drops below Professional, a custom role keeps only what both it and the role it is built on allow. Nothing is deleted, and the full role comes back when you upgrade.
Users and your plan
Everyone with a role counts as a user, Viewers included. Invitations not yet accepted count too, so you can't invite more people than your plan has room for.
When more people have a role than your plan covers, such as after the trial or a move to a smaller plan, the owner and Admins stay first, then the people added earliest. The rest are paused:
- they can still open Analytics, and view and export what is shared with them,
- they can't add data, make or change reports and dashboards, or share.
A bar at the top tells them why. Remove someone's role, add users to your plan, or upgrade, and paused people can work again at once.
Remove someone
Choose Remove next to a person under Users. Their workspaces, reports and dashboards stay with your business, and an Admin can give them to someone else.