Users can be added to your project/s, and you can choose between Viewer, Analyst, and Expert access levels. Our access levels permissions article can help determine what access level is best for the team member being added.
You must have Admin or Expert access level to perform these steps
Users at account level vs project level
Before managing users, it helps to understand the difference between your account and your projects:
- Your account is your overall Contentsquare workspace. It holds all your projects, your subscription, and your billing.
- A project sits inside your account and tracks data for a specific website or domain. Free plans include 1 project. On Growth plans, you can have up to 3 projects, each with its own data and settings.
User management reflects this structure:
- At account level, you control who has access to your overall workspace and what role they have (Admin or Member).
- At project level, you control what each user can do within a specific project (Viewer, Analyst, or Expert).
If you're on a Free plan with 1 project, account-level and project-level access are the same. Users you invite will have access to your single project.
Admins have access to all projects on the account by default. Members can be added to specific projects only - useful when not all users need access to every project.
For more on how projects work, see How to create and manage multiple projects.
How to invite users
Invited users are added to the project you are currently viewing.
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Click the ‘Invite users’ icon from the nav bar or from your profile.
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Enter the email address/addresses of the users you want to add, and select the relevant access level(s).
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Click 'Send invites'.
Once the invite is sent, you can view pending invitations in the ‘Users’ section.
To add a user to multiple projects, go to Account settings > Users, select the user, and manage their access from the Projects tab (see more below).
How to manage user roles and project access
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Click your profile icon and select Account settings.
- Select Users from the left navigation and click on a user to open their profile.
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From the Overview tab, use the Role dropdown to update their role (Admin or Member). If you have multiple projects, select the Projects tab to manage their project access.
- Click 'Save' to confirm any changes.
How to remove users
- Go to your Account settings > Users.
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Find the relevant users, then click on the ‘trash’ icon in line with their name to remove access.
Note
Removing a user at account level removes their access to all projects immediately. To remove a user from a single project only, manage their access from the Projects tab in their user profile.
FAQs
What if my team member doesn't receive the invite?
If your team member does not receive the invite to their inbox, have them check the following:
- Be sure the recipient has checked any spam or bulk mail folders to ensure that the invite wasn't misrouted to a different folder.
- If the recipient's email address is a company account (such as name@company.com), have their company's IT team allow any email messages coming from @contentsquare.com.
How can I assign a user the 'admin' access level?
Please follow the steps in this article.
Can I give users access to only some of my projects?
Yes. Members can be added to specific projects only. Go to Account settings > Users, select the user, and manage their project access from the Projects tab.