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As an Account Owner or Admin, you can invite your colleagues and clients to the Organizations you create with either Read Only, Read & Write, or Admin permissions.
All Team Members can view their team permissions level by logging in and visiting your Team List
Team member permissions are by Organization
Team member permissions will apply per Organization, meaning all the sites that are listed under the Organization. It is important to review the sites under each Organization when giving colleagues/clients access to ensure they're only accessing sites you want them to.Â
The table below explains the differences between these permissions:
| Action | Read Only Access | Read & Write Access | Admin Access | Account Owner |
| View Data & Reports | Yes | Yes | Yes | Yes |
| Notification Settings | Yes | Yes | Yes | Yes |
| Create Highlights from Recordings and Heatmaps | Yes | Yes | Yes | Yes |
| Create Surveys and Feedback widgets | - | Yes | Yes | Yes |
| Edit/Alter analysis and feedback tools | - | Yes | Yes | Yes |
| Share or Export Data | - | Yes | Yes | Yes |
| Delete Recordings, Heatmaps, & Feedback Widgets | - | Yes | Yes | Yes |
| Edit/Save Dashboard | - | Yes | Yes | Yes |
| Add trends to the Dashboard | - | Yes | Yes | Yes |
| Enable session capture for Heatmaps and Recordings | - | - | Yes | Yes |
| Add/Edit/Delete Sites | - | - | Yes | Yes |
| Add/Edit/Delete Team Member Permissions | - | - | Yes | Yes |
| Manage IP Blocking | - | - | Yes | Yes |
| Enabling/Disabling User Attributes | - | - | Yes | Yes |
| Enabling/Disabling Integrations. (Business/Scale Plans) | - | - | Yes | Yes |
| Add/Edit/Delete Organization | - | - | - | Yes |
| Alter Account Settings | - | - | - | Yes |
| Manage SAML SSO | - | - | - | Yes |
| Manage Plans & Billing | - | - | - | Yes |
How do I change Team Member Permissions?
Admin or Account Owner permission is required
Only the Account Owner or users with Admin-level permissions on the Organization can change team-member permission. If you are wanting to change a member to Account Owner, read more in How to Change Account Owner.
When you want to change an existing Team Member's access to an Organization an Admin or Account Owner can update their access by following these steps:
From the Account Settings page, click on Team.
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Click on the access level drop-down to the right of the Team Member's email.
You can choose between either Read Only, Read & Write, or Admin permissions.