Get the most out of Hotjar by setting up your Account correctly. In this tutorial, you'll first be given an overview of Hotjar Account concepts and then you'll learn some basic Account settings you may want to put in place. We'll cover:
- Account concepts you should know
- Editing details about your Hotjar Site
- Setting up 2FA or SSO
- Team member permissions
- Removing Hotjar branding and uploading your own logo
Account concepts you should know
Your Hotjar Account is a container for both Organizations and Sites. An Account can contain multiple Organizations, which is a legal entity owning one or more Sites. You can add an unlimited number of Sites to an Organization, with each Site having a unique Hotjar tracking code.
Differences between Accounts, Organizations, and Sites
- Can have only one Account Owner, that can be changed to a different team member.
- A registered email with Hotjar can only be the Account Owner for a single Account.
- Is the level where payment is applied. An Account will be charged for all Sites inside the Account that have a paid subscription.
- Can have only one payment method.
- Can have only one billing cycle, this being monthly or yearly.
References: What are Accounts, Organizations, and Sites?, How to Change Account Owner, How Billing Works at Hotjar, How to Update your Payment Details, How to Pay Yearly for a Hotjar Plan.
- Adding team members to Hotjar will add them to an Organization, giving them access to all Sites in the Organization.
- It's possible to remove team member access from an Organization.
- You can add Organizations, delete Organizations (including the Sites inside), or transfer an Organization to a different Account.
- Blocking IPs from collected data applies at an Organization level, so it affects all Sites inside the Organization.
References: What are Accounts, Organizations, and Sites?, How to Add Team Members to an Organization, How to Revoke Team Member Access to an Organization, How to Add Organizations and Sites, How to Delete Sites and Organizations, How to Block IPs From Collected Data.
- Each Site created in Hotjar has its own Hotjar tracking code. The tracking code can also be used on subdomains, keeping in mind that sessions and responses on the subdomain will add to your Hotjar plan's session or response allowance.
- Hotjar's plans apply on a per-Site basis, meaning each Site will have its own plan.
- A Site has its own tracking configuration settings that are specific to only those webpages that have that Site's unique tracking code installed. These settings are accessed on your Site Settings page.
- From your Site Settings, you can target Hotjar to capture only specific sessions, change information about your site, and manage data suppression settings (including text, images, and user input).
- You can change between Hotjar Sites you have access to using the site switcher dropdown found in the main toolbar.
References: What are Accounts, Organizations, and Sites?, What is the Hotjar Tracking Code?, How Billing Works at Hotjar, How to Change Session Capture and Site Settings, How to Suppress Text, Images, and User Input from Collected Data.
Editing details about your Hotjar Site
In this section, you'll update basic details about your Site from inside the Site Settings page.
Visit your Site Settings page.
You can access the Site Settings page by clicking on your Profile image, then selecting Settings to take you to your Sites and Organizations page. From here, click on the settings gear icon to open the Site Settings for that Site.
Click the Site information section.
Make updates to your Site information, then click Save changes.
References: How to Change Your Organization Name or Site Details, How to Change your Name, Password or Role, How to Change Session Capture and Site Settings.
Setting up 2FA or SSO
Two-factor authentication (2FA) can be set up on your account for additional security. For customers on a Scale plan, you also have the option of setting up Single Sign-On (SSO).
Setting up SSO
To set up SSO, click your Profile image and select Settings. Then, on the sidebar click Single sign-on to visit your Single sign-on page. From here, click Request SSO connection and complete the form to submit your request and receive a response from our Support team.
Setting up 2FA
Click your Profile image and select Profile to visit your Details page.
In the Security section, click Enable Two-Factor Authentication.
If prompted, click Verify email address to receive a verification code by email. Otherwise continue to Step 5 below.
To complete email address verification, enter the code we've sent to your email address.
Scan the QR code using your supported authentication app and click on Next.
Your authentication app will start generating time-based codes for Hotjar.
Inside Hotjar, enter the current six-digit code your app generates, then click Next.
Download or Print your recovery codes and store them securely.
References: Single Sign-On (SAML SSO), Two-factor Authentication (2FA).
Team member permissions
Permission levels allow you to control what team members can edit and which settings they can change. Each team member has a permission level that is specific to an Organization they're added to. This means a particular team member could have different permission levels across several Organizations, all in the same Account.
The steps below show you how to edit permissions for team members. For a complete listing of what actions are available to team members across permission levels, see our Team Member Permissions article. There are no additional costs involved for adding team members or changing their permission levels.
Visit your Team page.
Your Team page can be accessed by clicking on your Profile image and selecting Settings. Then click on Team in the sidebar.
Use the search or find the relevant Organization to alter permissions.
Click on the access level drop-down to the right of the team member's email.
From the dropdown you can select: Read Only, Read and Write, or Admin permissions. For a full breakdown of what actions are available for each permission level, see our Team Member Permissions article.
Removing Hotjar branding and uploading your own logo
Hotjar branding is shown on Feedback widgets and Surveys by default. For customers on Ask Business or Ask Scale, this branding can be removed and for Surveys you can replace this branding by uploading your own company logo.
Visit the Appearance section of the Feedback widget or Survey.
You can access this section in an existing feedback widget or survey by clicking on the three-dot menu and selecting Edit. You can then open the Appearance section in the edit view.
Select Hide Hotjar branding or to replace a Survey logo click Upload.
Hiding Hotjar branding is available on both Feedback widgets and Surveys. Replacing the Hotjar logo with your own is only available with Surveys.
Click Save to confirm your changes.