User Management

Manage your account users in the Users tab of your Contentsquare Console; this is where you can create, edit, or deactivate all user accounts linked with your account. The Users tab also displays user information like account status, number of assigned teams, number of projects, and last connection date. Click on any user to view their team and project information.

Create a new user account

1. Go to the Console and click 'Users' 

2. Click the '+ New' button 

3. Fill out the new user form and then click 'Create' 

• Required fields: First name, Last name, Email, Job position, and Team.
• Assigning a team is required as teams give visibility to projects within Contentsquare.
• Every project will have one Default team which will provide access to all projects.

 

5. Once a team is selected, you have the added option of assigning role access to each project. 

User Roles

There are five (5) levels of user roles each granting a different level of access.

Administrator 

You can assign users account administration rights which will allow the user to access the Console and create users, edit users, and manage teams and projects. You can have multiple administrators but this role should be limited to the necessary personnel. By default, every account has one Admin user assigned by Contentsquare. Administrators can do everything Experts can. 

Expert

Experts can do it all. They have full control of the platform and can edit and delete all mappings, goals, and segments for their projects. This is the only role that can create and edit mappings. The Expert role should be assigned to power users who are trained and comfortable with using the Mappings, Segments, and Goals features.

Analyst

Analysts have access to create goals and segments but can only use mappings created by Experts. This role is designed for users who will be performing analysis and therefore need to create unique segments but are maybe inexperienced with mappings.

Viewer

The Viewer role allows the user to access the Contentsquare platform (app.contentsquare.com) and can perform analysis on existing mappings, goals, and segments. This role is great for new users and users who are not comfortable setting up their own analysis.

CS Live Only

Users with the CS Live Only role can only access Contentsquare data through the CS Live chrome extension.  For any projects they have access to, they will be able to load the project in the extension and view data overlaid directly onto their live site's zones. This role is best suited for users who only need quick access to page element data (e.g. number of clicks on a CTA, homepage scroll rates) but will not need to perform in-depth analysis.

User Roles and Features

	CS Live only	Viewer	Analyst	Expert	Admin
Access CS live extension	✅	✅	✅	✅	✅
Access app.contentsquare.com		✅	✅	✅	✅
Access console.contentsquare.com					✅
Create a goal or segment			✅	✅	✅
Delete/ Edit my own goals or segments			✅	✅	✅
Delete / Edit any goals or segments				✅	✅
Create a mapping				✅	✅
Delete/ Edit my own mapping				✅	✅
Delete any unlocked mapping				✅	✅
Create/ Edit a zoning		✅	✅	✅	✅
Delete any zonings				✅	✅

User roles and SSO 

Admin(s) for accounts with SSO can select a Team and therefore projects with default user roles.

Default Role mapping corresponds to the Team designated by default in the SSO. For all other Teams, a Viewer Role is assigned by default to each associated Project. You can manually override this configuration in the Team's settings.

It is possible to change individual user roles, manually assigned roles will override the default role. 

Configure default user roles for a project

You can define default roles per project for each of your Teams, then when you add a user to a particular Team the Console will automatically assign them to the default roles you've defined for your projects. 

1. To configure a default user role for a team, go to the 'Console' > Select 'Teams'.

2. Click the view more options '…' button and click 'Edit'.

3. Scroll down to 'Projects and role by default' and use the drop-down menu to pick a default role for the team for each project.

Edit a user

To edit user information, reset a user password, or add/remove team access and project roles for an individual user, click the see more options menu '...' and select 'Edit'.

Deactivate a user

To deactivate a user's Contentsquare account, click the see more options menu '...' select 'Deactivate'.

Reactivate a user

In case you need to reactive a user, please reach out to your account team or submit a ticket our support team together with the user's email.

View user details / Remove user from teams

Click on a user to view their team and project access. You can also quickly remove the user from teams using the delete icon on this page.