Invite and Manage Users

The Mixpanel administrative system includes organizations and projects. An Organization is the controlling entity that links projects, accounts, and a plan together. Each organization has a single Mixpanel plan associated with it and that plan is what determines the data volume limits and features available across all projects in the organization. Click here to see a list of all the Organizations roles and their permissions.

A project is a container for your product's analytics data, including saved entities like custom events, or saved reports. Projects house the events, properties and user profiles sent to them which can then be queried with Mixpanel’s web interface and APIs. A single organization can contain multiple projects and each project’s data tallies are summed together to give the organization-level usage. Click here to learn about project settings.

Invite Users

You can invite users and manage access to an organization or project.

Invite Users to an Organization

You can invite one or more additional users to an organization.

To invite a user to an organization:

  1. Under "Organization Settings", click Users.
  2. Click Invite Users. The “Invite New Users” box appears.
  3. To invite one or more users:
    • Select Add Users and enter the user’s name and email address. Then select a team for the user from the “Teams” dropdown menu. Click Done to complete the process.

To invite a large group of users:

    • Select Bulk Add. Then select the .csv file with a list of users to add. Click Upload to complete the process. You must click Mixpanel’s CSV template link to upload .csv files.

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Invite Users to a Project

Navigate to Project Users under PROJECT SETTINGS. Click + Invite Users.

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Enter the name of the user you want to invite, select a project role, and click Done.

To view invite status:

  1. Under "Project Settings", click Project Users.
  2. Click Invited Users to view all pending invites.
  3. The Status column shows if the invitation has been accepted.

To resend invite:

  1. Under "Project Settings", click Project Users.
  2. Click Invited Users to view all pending invites.
  3. Select the arrow icon next to the Status column to resend the invite.

To delete invite:

  1. Under "Project Settings", click Project Users.
  2. Click Invited Users to view all pending invites.
  3. Select the trash icon next to the Status column to delete the invite.

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Request or Approve Access to a Project

You can request access to a Mixpanel project if a report link is shared with you. When you request access to a project, an access request email is sent to the project owner. Project owners and admins can approve access requests in Project Settings
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To protect against phishing attacks, we display the following warning in the access request email if an access request is made from an email address that is not in your organization. 
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Remove Users

You can remove and manage users in a project or organization.

Remove Users from a Project

Note: Only project owners can remove team members from a project.

To remove a project member:

  1. Click your initials in the upper righthand corner of Mixpanel.
  2. Select the project under Project Settings.
  3. In the "Project Users" tab, you will see a list of your project members. Click the check box next to one or more user's names and click the Delete button that appears at the top of the list.

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When removing project members, anything they’ve created (like report bookmarks and notifications) will remain and will not be deleted.

Remove Users from a Project in an Organization 

Mixpanel enables organization owners, admins, and members to add individual users to a project–without assigning them to a team.

To add individuals not on a team:

  1. Under "ORGANIZATIONS SETTINGS", click Projects.
  2. Select the project where you want to add an individual user.
  3. In the "USERS" section, click Add Users.add-individual-grant.pngThe "Add Users" window appears.
  4. In "Add Users", search for the user you want to add, and then select the role you want to assign to the user.add-individual_user.png
  5. Click Done. A message indicates you have successfully added the individual user. You will also see "Individual Grant" in the "Granted by" column applied to the user.

To delete an individual user from a project:

  1. Under "ORGANIZATIONS SETTINGS", click Projects.
  2. Select the project where you want to delete the user.
  3. In the "USERS" section, hover over the row that contains the user to delete. You will see a trash can icon to the right of "Individual Grant".delete-individual-user.png
  4. Click the Trash Can icon to remove the user. 

Manage Users

You can find out details about your users and to which teams and project they belong.

This table describes the fields that provide details about your users.

Field

Description

Name

The name of the user.

Email

The email address of the user.

Date Joined

The date the user joined the team or
project.

Last active

The date of the last recorded activity of
the user.

Change a User's Organization Role

To change a user’s organization role:

  1. Under “ORGANIZATION SETTINGS”, click Users.Screen_Shot_2019-11-01_at_3.46.14_PM.png
  2. Select the user(s) whose role you want to change.
  3. Under “USER DETAILS”, select the pencil icon next to the “Organization Role” to edit.
  4. Select the organization role.
  5. Click Save.

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Delete Users from an Organization

To delete a user from an organization:

  1. Click the user you want to delete.
  2. Above the “User Details” section, click Delete to remove the user from the team.

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Troubleshoot Project Invitations

No Access to Project After Invitation Sent to a Mixpanel Account User

Before contacting Customer Support, follow these steps if you were invited to a Mixpanel project and have a Mixpanel account, but can't access the project.

  1. Check your Project Menu in the upper left corner of the Mixpanel UI.
    • If you already had a Mixpanel account when you were invited to the project, you will not receive an email. Instead the project will appear instantly in your Project Menu.
  2. Request a project member to invite you again
    • If you received a project invitation email and then created a Mixpanel account without using the link in the invitation email, you need to be invited again. Once you are invited again, the project should appear in your Project Menu.

No Access to Project After Invitation Sent to a Non Mixpanel Account User

If you were invited to a Mixpanel project and do not have a Mixpanel account, you should have received an invitation email.

If you do not see a project invitation email in your inbox, check your spam folders for an email formatted as follows before contacting Customer Support:

From:        Mixpanel <noreply@mixpanel.com>
subject:    Mixpanel - Invitation from [PROJECT MEMBER/OWNER]
mailed-by: datadrivenemail.com
signed-by: mixpanel.com

Body of Message: “...invited you to check out their analytics project and we’re excited to have you join their team. To get started, just click the link below to dive into the team’s data…”

Note: If your company uses Single Sign On or Two Factor Authentication, contact Customer Support.

Users Not Receiving Invite Email

If your team members are not receiving the invite email, Admins can copy a sharable link to send to team members.

To get a shareable link to an invite email:

  1. Under "Organization Settings", click Projects.
  2. Click Invited Users to view all pending invites. 
  3. Select the arrow icon next to the Status column to resend the invite. 
  4. Click Copy to get a sharable link for the invite email.

 

 

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