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 interface under Settings → User administration or via an interface from third-party systems.

The rights of a user are set under Settings → User administration in an authorization profile and managed.

The following setting options are available for this:

• Products: etracker analytics and/or Signalize

• 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:

Bereich	Funktion	Analysieren	Analysieren & bearbeiten	Admin
Konto	Benutzerdaten (Stammdaten) ändern	nein	nein	ja
	Nutzer anlegen/ändern	nein	nein	ja
	Multi-Account Management	nein	nein	ja
Administration	Rechnungen einsehen	nein	nein	ja
	Upgrades durchführen	nein	nein	ja
Integration	Tracking Code	nein	ja	ja
	Eigene Tracking Domain einrichten	nein	ja	ja
	Account-Einstellungen (u.a. IP-Sperre, Referrer-Ausschluss, autom. Eventerfassung, eigene Segment-Dimensionen, REST-API Token)	nein	nein	ja
	Datenschutz-Einstellungen	nein	nein	ja
	CSS Selektor-Events konfigurieren	nein	ja	ja
	Conversion-Prozesse konfigurieren	nein	ja	ja
	Kampagnen-Links erstellen und speichern	nein	ja	ja
	Consent Manager konfigurieren	nein	nein	ja
Reports	Eigene Reports konfigurieren	ja	ja	ja
	Reportansichten erstellen und ändern	ja	ja	ja
	Eigenes Dashboard konfigurieren	ja	ja	ja
Reportings & Exporte	Alarmfunktion konfigurieren	nein	ja	ja
	Einzelexporte starten	nein	ja	ja
	E-Mail Reporting erstellen	nein	ja	ja

Add and manage users

After creating an authorization profile, a new user is created as follows:

1. Go to Settings → User management.
2. Click on New user below the user list on the right.
3. Enter the user data such as last name, 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 are not considered special characters).
4. Select an existing user profile or create a new one.
5. Click on Save and provide the user with their individual login ID and password.

The added users are listed in the user administration with their login ID, name, authorization profile, status and number of logins. Accesses can be edited or deleted via the action column.