Users, roles & rights
To use etracker analytics as a team within the company and/or with agencies, different accesses and authorizations can be assigned.
The number of possible user accesses depends on the etracker analytics edition:
- Up to 10 users can be added in the Basic and Pro Editions.
- In the Enterprise Edition, an unlimited number of users can be added.
Only (main) users and users with the Admin profile can add or remove other users or adjust authorizations.
This can be done in the user interface via the menu at the top right by clicking on the account and user administration or via an interface from third-party systems.
The rights of a user are created and managed in an authorization profile.
The following setting options are available for this:
- Products: etracker analytics, etracker tag manager and/or etracker consent manager
- Account access: Access to all or individual accounts linked via multi-account management
- Reporting: With or without sales figures and/or filters for specific pages, areas or domains
There are also three authorizations:
- Analyze
- Analyze & edit
- Admin
The following is possible with the authorizations:
| Range | Function | Analyze | Analyze & edit | Admin |
|---|---|---|---|---|
| Account | Change user data (master data) | no | no | Yes |
| Create/change user | no | no | Yes | |
| Multi-Account Management | no | no | Yes | |
| Administration | View invoices | no | no | Yes |
| Carry out upgrades | no | no | Yes | |
| Integration | Tracking code | no | Yes | Yes |
| Set up your own tracking domain | no | Yes | Yes | |
| Account settings (including IP blocking, referrer exclusion, automatic event recording, own segment dimensions, REST-API token) | no | no | Yes | |
| Data protection settings | no | no | Yes | |
| Configure CSS selector events | no | Yes | Yes | |
| Configure conversion processes | no | Yes | Yes | |
| Create and save campaign links | no | Yes | Yes | |
| Configure Consent Manager | no | no | Yes | |
| Reports | Configure your own reports | Yes | Yes | Yes |
| Create and change report views | Yes | Yes | Yes | |
| Configure your own dashboard | Yes | Yes | Yes | |
| Reporting & Exports | Configuring the alarm function | no | Yes | Yes |
| Start individual exports | no | Yes | Yes | |
| Create e-mail reporting | no | Yes | Yes |
Add and manage users
After creating an authorization profile, a new user is created as follows:
- Go to user administration.
- Click on New user + in the “Users” tab.
- Enter the user data such as e-mail address and password.
Please note the following criteria when assigning a password:
– The password must consist of at least 8 characters.
– The password must contain at least one upper and one lower case letter.
– The password must contain at least one number.
– The password must contain at least one special character (underscore and minus do not count as special characters). - Select an existing user profile or create a new one.
- Click on Save and provide the user with their individual login ID and password.
It is not possible to create multiple co-users with the same e-mail address.
If two-factor authentication has been activated as a mandatory function, the user has a period of two weeks to configure and activate it. Until this period expires, it is still possible for them to log in without two-factor authentication.
The added users are listed in the user management with their login ID, name, authorization profile, status, number of logins and 2FA setting. The accesses can be edited or deleted after a mouseover.
