Managing roles and access

You can add agents to your workspace or your project from the agent list. When adding an agent, you can pick a role that restricts them to a subset of the features.

Roles

• Analyst: this agent can manage traffic sources and attribution models in order to monitor the performance of your ad campaigns.

• Administrator: this agent can manage events and their fields, as well as the tracking configuration.

• Owner: this agent has full rights over the project or the workspace. Among other things, they can manage billing.

Permission list

Permissions granted by each role:

Permission

Owner

Administrator

Analyst

Workspace

List workspaces

✅

✅

✅

Edit a workspace

✅

Delete a workspace

✅

Project

Create a project

✅

List projects

✅

✅

✅

Edit a project

✅

Delete a project

✅

Edit phone number handling

✅

✅

Event schema

List event schemas

✅

✅

✅

Create an event schema

✅

✅

Edit an event schema

✅

✅

Delete an event schema

✅

✅

Fields

List fields

✅

✅

✅

Create a field

✅

✅

Edit a field

✅

✅

Delete a field

✅

✅

Event

List events

✅

✅

✅

Interaction

View the interaction explorer

✅

✅

✅

Performance explorer

View the performance explorer

✅

✅

✅

User

List users

✅

✅

✅

Dashboard

Create a project dashboard

✅

✅

✅

List project dashboards

✅

✅

✅

Edit a project dashboard

✅

✅

✅

Delete a project dashboard

✅

✅

✅

Custom column

Create a computed metric

✅

✅

✅

List computed metrics

✅

✅

✅

Edit a computed metric

✅

✅

✅

Delete a computed metric

✅

✅

✅

Attribution model

Create an attribution model

✅

✅

✅

List attribution models

✅

✅

✅

Edit an attribution model

✅

✅

✅

Delete an attribution model

✅

✅

✅

Alert

List alerts

✅

✅

✅

Ad platform account

Create an ad platform account

✅

✅

✅

List ad platform accounts

✅

✅

✅

Edit an ad platform account

✅

✅

✅

Delete an ad platform account

✅

✅

✅

Traffic source

Create a traffic source

✅

✅

✅

List traffic sources

✅

✅

✅

Edit a traffic source

✅

✅

✅

Tracking configuration

Create a tracking configuration

✅

✅

List tracking configurations

✅

✅

Edit a tracking configuration

✅

✅

Delete a tracking configuration

✅

✅

Agent

Add an agent

✅

List agents

✅

Edit an agent

✅

Delete an agent

✅

Service account

Create a service account

✅

List service accounts

✅

Edit a service account

✅

Delete a service account

✅

Service account key

Create a service account key

✅

List the keys of a service account

✅

Delete a service account key

✅

Role

List roles

✅

Access

Delete an access

✅

Edit an access

✅

Subscription

Create a subscription

✅

List subscriptions

✅

Edit a subscription

✅

Delete a subscription

✅