Introduction

Mixpanel offers various roles to ensure users have the appropriate access and functionality needed for their responsibilities. By assigning the following roles, organizations can ensure each user has access and control, tailored to their specific needs and responsibilities:

• Project Admin – Users with this role manage and assign roles to other users, and have full access to all features, settings, and data within a project.

• Analyst – Users with this role focus on data analysis and can create, edit, and view reports. This role can access most data features but with fewer administrative privileges than an Admin role.

• Consumer – Users with this role primarily view reports and dashboards, have limited access, and cannot modify data or settings. This role includes the Messenger role, which has the same permissions.

User Management Options for Consortia

The following options are available for consortia:

• Network Zone (NZ) Management – The NZ manages all IZ accounts (data views) within a single project, and must follow these rules when assigning roles:

  • The Project Admin must be a member of the NZ. More than one Project Admin is supported.

  • The Project Admin cannot grant an IZ user a Project Admin role since this would give the user access to all data views of different IZs and the ability to delete users. IZ users must be assigned an Analyst or Consumer role.

• Institution Zone (IZ) Management – Each IZ is granted full access to its private project and supports the following types of requests from NZ users:

  • An NZ user can request to be part of an IZ project as an Admin, Analyst or a Consumer role. Note that a Project Admin cannot remove another Project Admin, only users with role permissions below an Admin.

  • An NZ user can submit a request to be subscribed regularly to the boards of an IZ project.

  This option does not provide a global view of all IZs within a single report. You must check each IZ separately. However, it will save you the effort of managing multiple accounts (data views).

Supported Permissions Per Role

The following table lists which project roles are applicable for each type of role:

Inviting a New User

New users will receive an invitation in their email, where they can follow the registration process to gain access to a project:

1. Select Accept Invite in the email notification.

   

2. In Mixpanel, select Get Started to follow the registration wizard.

   

3. Fill in all necessary information (such as your name) to configure your Mixpanel account.

   

   When complete, users will be signed into Mixpanel and sent an email with a Get Started link, which they can use to sign into Mixpanel for subsequent sessions. 

   

1. Open the Project Users page (Cog icon > Settings > Project Settings > Project Users).

2. Select the Invite Users button.

3. Enter the user's email address to add it to the user bar.

4. Select a role from the list.

5. Select Invite.

Resending an Invite to a User

If a user does not see the invitation in their email, you can verify the email address and resend the invitation.

If a user complains that he did not receive any invitation 

1. Open the Project Users page (Cog icon > Settings > Project Settings > Project Users).

2. Select the Invited Users tab.

3. Select the Resend Invitation icon.

Changing Personal Settings 

After logging in, users  can configure the following personal settings:

• Password: The user can log in with a password if they prefer; otherwise, they can continue using a Mixpanel email verification link.

• Name: The user can set or update their personal name.

• Email: The user can set or update their email address.

1. Open the Personal Settings page (Cog icon > Settings > Personal Settings).

2. Select the pencil icon to edit the desired information and follow Mixpanel's instructions.

   When making a password change, a reset password request will be sent to your email.