This training chapter introduces you to the user management in Webtrekk Analytics. You can download this training chapter as PDF file here.
Content:
1. User Management
In the User Management it is possible to hide analyses and reports for users.
- The settings only apply for analyses (dimensions), but not for metrics.
- Hidden dimensions can still be used for pivot tables or filters though.
For the configuration the following can be used:
- Users: Which login data?
- Roles: Which rights?
- Categories: Which reports?
- Filters: Should all analyses be filtered as a default?
2. Users
Every user should have an own login for Webtrekk. Alternatively it is possible to share a login with several users.
For each login following individual settings can be made:
- Language
German, English, Chinese - My Analyses
Customized analyses that have been saved, which are only available for the certain login. - Private reports
All reports, that have not been assigned to a category, are private. - Change password
3. Roles
For an easier administration user roles can be determined, which define the rights for each user.
Multiple users can belong to one role.
A user can be assigned to multiple roles.
Selectable for each role are accounts, products and rights for analyses as well as report categories.
Example configuration of a role:
Rights management is only available for Webtrekk Analytics.
4. Categories
Categories created in the user management serve to simplify the sharing of reports.
Through report options every report can be assigned to one or more report categories.
For each role the access level for reports can be defined. Further, categories are assigned to each role. The access level applies for all categories that are assigned to a role.
- View: Read permission for reports shared with this login
- Create: + Creating own reports
- Share: + Change report categories
- Edit/Delete: + Edit and delete
- Full Access: All rights for every report (also private reports!)
When a user is assigned to different roles, for each category the highest of the rights assigned to it is chosen.
Example:
5. Filters
Users can be prefiltered, that means that a defined filter will be used permanently on every analysis and report of a selected account.
- A filter can be used per account.
- The entire filter engine is available.
Example: All analyses and reports in the account "Webtrekk Demoshop" will be filtered on the channel SEA.
The filtered users sees a symbol on the analysis path, which indicates the filter.
Per mouseover the name of the applied filter can be shown.
Please note some analyses and elements cannot be filtered; if it is not possible, filtered users get a hint. This affects Google Adwords analyses, Customer Journey analyses and Live Analytics report elements.
6. Configuration
Click on the upper right corner on your user name and choose "User Management".
To establish a complete new setup, the following steps are recommended:
- Create a report category for Webtrekk Analytics
Webtrekk Analytics > User Management > Categories
- Create a role and assign report categories to it.
Webtrekk Analytics > User Management > Roles
- Create a user and assign it to a user role.
Webtrekk Analytics > User Management > Users
If you assign a user to several Roles, the rights are being added up.
Max is responsible for the Austrian shop as an analyst. He uses Webtrekk Analytics and has the clearance to see all analyses. He also has the right to view and share all reports from the category "Shop":
Frank has the same rights, as his Austrian colleague Max, but only sees the German account:
Emilia can use the German as well as the Austrian account. In addition to Webtrekk Analytics she also has access to Webtrekk Segment Manager and Marketing Automation.
She has full access rights on all reports (also on those, that have not been assigned to a category):
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