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  2. Account Management

Collaborators - Share With Multiple Users / Accounts

This Article Will Help You:


Add New Collaborators

There can only by one Account Owner per account, but account owners can invite collaborators to projects and choose to give them varying privileges.

Go to www.convert.com and login to your account. Now click on Account Settings and then Collaborators.

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Now click on "Invite Collaborators" from the top-right corner of the page.

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Now it will open a pop-up window. Enter the collaborator’s first name, last name and email address.

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Under "Project", select a project and an access level for your collaborator. 

Access levels

Each collaborator can have one of five access levels to a project:

  • Browse
  • Editor
  • Reviewer
  • Publish
  • Administrator

The matrix below explains the access levels:

Top Level Authorization JSON Browse Editor Reviewer Publish Administrator Account Owner
Project View Yes Yes Yes Yes Yes Yes
  Add         Yes Yes
  Edit       Yes Yes Yes
  Delete         Yes Yes
Domain View Yes Yes Yes Yes Yes Yes
  Add       Yes Yes Yes
  Edit   Yes Yes Yes Yes Yes
  Delete         Yes Yes
Tag View Yes Yes Yes Yes Yes Yes
  Add   Yes Yes Yes Yes Yes
  Edit     Yes Yes Yes Yes
  Delete       Yes Yes Yes
Goal View   Yes Yes Yes Yes Yes
  Add   Yes Yes Yes Yes Yes
  Edit     Yes Yes Yes Yes
  Delete       Yes Yes Yes
CDN Image View Yes Yes Yes Yes Yes Yes
  Add   Yes Yes Yes Yes Yes
  Edit            
  Delete   Yes Yes Yes Yes Yes
Experience View Yes Yes Yes Yes Yes Yes
  Add     Yes Yes Yes Yes
  Edit   Yes Yes Yes Yes Yes
  Delete     Yes Yes Yes Yes
  Edit Running     Yes Yes Yes Yes
  Clone     Yes Yes Yes Yes
  Pause/Play       Yes Yes Yes
Variation Pause/Play       Yes Yes Yes
  Change Baseline       Yes Yes Yes
Audience View Yes Yes Yes Yes Yes Yes
  Add     Yes Yes Yes Yes
  Edit   Yes Yes Yes Yes Yes
  Edit Running     Yes Yes Yes Yes
  Delete     Yes Yes Yes Yes
Location View Yes Yes Yes Yes Yes Yes
  Add     Yes Yes Yes Yes
  Edit   Yes Yes Yes Yes Yes
  Edit Running     Yes Yes Yes Yes
  Delete     Yes Yes Yes Yes
Report View Yes Yes Yes Yes Yes Yes
  Full Edit       Yes Yes Yes
 
No Change Edit (Report Reset)
           
Hypothesis View Yes Yes Yes Yes Yes Yes
  Add Yes Yes Yes Yes Yes Yes
  Edit Yes Yes Yes Yes Yes Yes
  Delete   Yes Yes Yes Yes Yes
Live Data View Account Live Data Yes Yes Yes Yes Yes Yes
  View Project Live Data Yes Yes Yes Yes Yes Yes
  View Experience Live Data Yes Yes Yes Yes Yes Yes
History
View Account History
        Yes Yes
 
View Project History
    Yes Yes Yes Yes
 
View Experience History
  Yes Yes Yes Yes Yes
Collaborator View Collaborators         Yes Yes
 
Edit/Add/Delete Collaborators
        Yes Yes
Billing Manage Plan         Yes Yes
  Manage Billing           Yes
 
Manage Payment
          Yes
Account View Yes Yes Yes Yes Yes Yes
  Manage Addons            
  Manage SSO         Yes Yes
 
Manage API keys
        Yes Yes
 
Manage Blocked IPs
      Yes Yes Yes
API Feature View Yes Yes Yes Yes Yes Yes
  Add     Yes Yes Yes Yes
  Edit   Yes Yes Yes Yes Yes
  Delete     Yes Yes Yes Yes
               
New              
Billing View Plan   Yes Yes Yes Yes Yes
Account
Quota warnings email
    Yes Yes Yes Yes
Account Quota warning header Yes Yes Yes Yes Yes Yes
Account Quote warning (see number over overquota users bar) Yes Yes Yes Yes Yes Yes
Billing Overdue warnings header Yes Yes Yes Yes Yes Yes
Billing See account was paused (due overquota) Yes Yes Yes Yes Yes Yes
 

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Keywords: user rights, assigning rights, roles, privileges, permissions, security