Project Roles and Permissions

In Mixpanel, users have roles in an organization and in a project.

An organization links users, projects, and billing plans together in an account. A project contains event and user data.

The types of organization and project roles a user has should be based on the required permissions users need for specific levels.

This article defines project roles and permissions and specifies those roles and permissions in Mixpanel features.

For more information on specific organization role permissions, see Organization Roles and Permissions.

 

Projects Roles and Permissions

A project has four roles: owner, admin, analyst, and consumer.

Owner

When a user creates a project, they own and have complete control over it. They have all permissions at the project level.

They can provision project ownership to other project users.

Organization owners have administrative permissions to assume an owner role in a project.

Admin

Project admins have the same set of permissions as project owners. However, they cannot delete or reset the project or manage its security.

Organization admins have administrative permissions to assume an admin role in a project.

Analyst

Project analysts can create and save Mixpanel reports and dashboards. They can also share their saved reports and dashboards, along with reports and dashboards in which they have editor permissions.

Project analysts cannot manage team member roles.

Consumer

Project consumers can view and save their own reports and dashboards. Consumers cannot share their saved reports and dashboards with their team members as they will be marked as private.

Consumers can add saved reports to their own dashboards. Consumers can also duplicate another user's dashboard and view it as a private dashboard.

Consumers can edit reports and dashboards on which they have been added as an editor. However, consumers cannot share these reports and dashboards.

Consumers cannot create public dashboards.

Project consumers cannot manage team member roles.

Having Multiple Roles at Once

It is possible to have multiple or conflicting roles on a project via teams or organization roles. Within Mixpanel all roles are additive and strictly give permissions to an action. They do not remove any abilities.

For example:

  1. A project Owner who is an organization Admin will have both project Owner and project Admin permissions in the project. For all intents and purposes, this is the same as having just the project Owner role.
  2. If a user is assigned both the Consumer role individually and the Analyst role via a team. The user would be able to do both anything a Consumer can do and anything an Analyst can do. 

Project Settings

Project settings enable you to see an overview of project details, see usage statistics, obtain the project token and API secret, and more.  

For more information on how to access and use project settings, see Project Settings.

proj-saettingsd.png

Overview (Project Level)


Permission

Roles

 

Proj  Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Transfer projects

Reset projects

Delete projects

Edit project timezones

Edit project name

View access keys

View usage statistics

Access time period settings Edit Edit View Only View only

 

Users (Project Level)

Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Invite project users

Change project roles

Approve access requests 

Create Service Accounts

 

 

Personal Settings

Personal Settings enables you to view account details and make project changes, such as resetting project API keys and secrets, managing Mixpanel activity, and more.

For more information on how to access and use personal settings, see Personal Settings.

Screenshot_2020-04-27_14.52.43.png

In this section, you see a list of roles and permissions for tasks in these categories:

Overview (Account Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Change account names

Change account emails

Change account passwords

Delete organizations

Projects (Account Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

View all projects and your projects

Reset projects

 

Data & Privacy (Account Level)

All members have access to these features regardless of role.

  • Enable and disable personalizing your Mixpanel experience
  • Enable and disable permission for Mixpanel to log your data usage
  • Request your account usage data
  • Delete your account usage data
  • Generate GDPR API OAuth token

Alerts


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Enable or disable subscriptions for custom alerts

Enable or disable subscriptions for automatic insights

Analysis Reports

Report analysis enables you to understand your event and user data.

For more information on how to access and use Mixpanel analysis reports, see Analysis.

analysis_reports.png

In this section, you see a list of roles and permissions for tasks in these categories:

  • Insights
  • Flows
  • Funnels
  • Retention
  • Signal
  • Impact
  • Experiments

Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Create and view Insights reports

Create and view Flow reports

Create and view Funnels reports

Create and view Retention reports

Download reports

Export Reports from Mixpanel

User

The User Reports help you explore your users' profiles and create cohorts.

For more information on how to access and use Mixpanel user reports, see Users.

Screenshot_2020-04-27_14.55.00.png

In this section, you see a list of roles and permissions for tasks in these categories:

  • Explore
  • Cohorts

Explore


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

View Explore reports

Create and modify Cohorts reports

Export Cohorts

Create/edit user profiles

Delete user profiles

Other Reports and Report Features

This section lists roles and permissions for:

  • Revenue 
  • Dashboard 
  • Bookmarks
  • Custom Events
  • Lexicon

Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Create and view dashboards reports

Create email digests for dashboard reports

Create and modify bookmarks

Create and modify custom events

Hide data in Lexicon

Merge data in Lexicon

Drop data in Lexicon 

Edit descriptions in Lexicon

Add tags in Lexicon

Download CSV in Lexicon

Upload a Lookup Table

Map a property to a lookup table in Lexicon

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