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Collaborators - Share With Multiple Users / Accounts

Easily Manage Collaborators & Set Access Levels on Convert

Author: Dionysia Kontotasiou

 

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 Browse Editor Reviewer Publish Administrator Account Manager Owner
ProjectViewYesYesYesYesYesYesYes
ProjectAddYesYesYes
ProjectEditYesYesYesYes
ProjectDeleteYesYesYes
DomainViewYesYesYesYesYesYesYes
DomainAddYesYesYesYes
DomainEditYesYesYesYesYesYes
DomainDeleteYesYesYes
TagViewYesYesYesYesYesYesYes
TagAddYesYesYesYesYesYes
TagEditYesYesYesYesYes
TagDeleteYesYesYesYes
GoalViewYesYesYesYesYesYes
GoalAddYesYesYesYesYesYes
GoalEditYesYesYesYesYes
GoalDeleteYesYesYesYes
CDN ImageViewYesYesYesYesYesYesYes
CDN ImageAddYesYesYesYesYesYes
CDN ImageEdit
CDN ImageDeleteYesYesYesYesYesYes
ExperienceViewYesYesYesYesYesYesYes
ExperienceAddYesYesYesYesYes
ExperienceEditYesYesYesYesYesYes
ExperienceDeleteYesYesYesYesYes
ExperienceEdit RunningYesYesYesYesYes
ExperienceCloneYesYesYesYesYes
ExperiencePause/PlayYesYesYesYes
VariationPause/PlayYesYesYesYes
VariationChange BaselineYesYesYesYes
AudienceViewYesYesYesYesYesYesYes
AudienceAddYesYesYesYesYes
AudienceEditYesYesYesYesYesYes
AudienceEdit RunningYesYesYesYesYes
AudienceDeleteYesYesYesYesYes
LocationViewYesYesYesYesYesYesYes
LocationAddYesYesYesYesYes
LocationEditYesYesYesYesYesYes
LocationEdit RunningYesYesYesYesYes
LocationDeleteYesYesYesYesYes
ReportViewYesYesYesYesYesYesYes
ReportFull EditYesYesYesYes
ReportNo Change Edit (Report Reset)
ReportReset DataYesYesYes
HypothesisViewYesYesYesYesYesYesYes
HypothesisAddYesYesYesYesYesYesYes
HypothesisEditYesYesYesYesYesYesYes
HypothesisDeleteYesYesYesYesYesYes
ObservationViewYesYesYesYesYesYesYes
ObservationAddYesYesYesYesYesYesYes
ObservationEditYesYesYesYesYesYes
ObservationDeleteYesYesYesYesYesYes
Live DataView Account Live DataYesYesYesYesYesYesYes
Live DataView Project Live DataYesYesYesYesYesYesYes
Live DataView Experience Live DataYesYesYesYesYesYesYes
HistoryView Account HistoryYesYesYes
HistoryView Project HistoryYesYesYesYesYes
HistoryView Experience HistoryYesYesYesYesYesYes
CollaboratorView CollaboratorsYesYesYes
CollaboratorEdit/Add/Delete CollaboratorsYesYesYes
BillingManage PlanYesYesYes
BillingManage BillingYesYes
BillingManage PaymentYesYes
AccountViewYesYesYesYesYesYesYes
AccountManage Addons
AccountManage SSOYesYesYes
AccountManage API keysYesYesYes
AccountManage Blocked IPsYesYesYesYes
API FeatureViewYesYesYesYesYesYesYes
API FeatureAddYesYesYesYesYes
API FeatureEditYesYesYesYesYesYes
API FeatureDeleteYesYesYesYesYes
BillingView PlanYesYesYesYesYesYes
AccountQuota warnings emailYesYesYes
AccountQuota warning headerYesYesYesYesYesYesYes
AccountQuota warning (overquota users bar)YesYesYesYesYesYesYes
BillingOverdue warnings headerYesYesYesYesYesYesYes
BillingSee account was paused (overquota)YesYesYesYesYesYesYes
 

API key permissions

API keys use the same role-based permission model as collaborators. When creating an API key, you can assign an Access Level to each selected project. The API key inherits all permissions associated with the assigned role for that project.

For example, an API key assigned the Browse role can view experiment data but cannot create, update, or delete data through the API. A key assigned a role with write permissions can perform the actions allowed for that role.

The same API key can have different Access Levels for different projects. A user can assign an API key only a role equal to or lower than their own role for the selected project. Owners cannot assign the Owner role to an API key.

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