Project Roles and Permissions

Organizations is currently in BETA for all users and is subject to change.

In Mixpanel Organizations 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 people data.

The types of organization and project roles a user has should be based on the required permissions users need for specific levels. Mixpanel roles are also contingent on whether or not a company has an enterprise plan.

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.

Non-Enterprise and Enterprise Plan Roles and Permissions

When you sign up for an account, Mixpanel automatically assigns you the role of organization owner, regardless if the account is a non-Enterprise or Enterprise plan.

Non-Enterprise plans include free and paid users. Enterprise plans target the needs of midsize and large businesses.

You can assign roles for an organization admin, organization billing admin, or organization member. In addition, if your organization has an Enterprise plan, you can assign or modify project roles.

Note

In a free plan, the user who creates the project is the owner. The other members of the project assume a project admin role. Therefore, in a free plan, there are only two project roles–owner and admin.

An Enterprise plan, however, expands project roles. In addition to a project owner and admin, Mixpanel offers a project analyst and a project consumer role. Analyst and consumer roles generally have more limited permission levels and access. The tables below indicate the specific permissions.

Projects Roles and Permissions

In an Enterprise plan, a project has four roles: owner, admin, analyst, and consumer. In a free plan, a project has two roles: owner or admin. For more information, see Non-Enterprise and Enterprise Plan Roles and Permissions.

Owner

When users create a project, they own and have complete control over it.

Organization owners and admins 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 can’t delete or reset the project or manage its security.

Analyst

Project analysts can view and create all Mixpanel reports.

Project analysts can also add and delete bookmarks. However, they can’t create or use messaging features or manage team member roles.

Consumer

Project consumers can view reports. However, they can’t edit or delete existing reports or dashboards, or save their own.

Project consumers can’t create or use messaging features, or manage team member roles.

Note that you can assign roles to either individuals or teams within an organization.

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.

project-settings.png

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

Overview (Project Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Transfer projects Yes No No No
Reset projects Yes No No No
Delete projects Yes No No No
Edit project timezones Yes Yes No No
Edit project name Yes Yes No No
View access keys Yes Yes No No
View usage statistics Yes Yes No No
Edit session timeout No No No No

Users (Project Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Invite project users Yes Yes No No
Change project roles Yes Yes No No

Messages


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Enable and disable sending messages for delay. (Green is enable; Gray is disable) Yes No No No
Edit the Android FCM Server Key Yes No No No
Edit the Apple Push Certificate Yes No No No
Edit Twilio information: Account SID, Auth Token, Messaging Service SID Yes No No No

Autotrack


Permission

Roles

 

Proj
Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Enable and disable the automatic collection of common mobile events Yes Yes No No
Enable and disable collection of all actions on your website No No No No
Enable and disable automatic page view tracking No No No No

Account Settings

Account settings enables you to view account details and make project changes, such as reset project API key and API secret, manage Mixpanel activity, and more.

For more information on how to access and use account settings, see Account Settings.

acct-settings.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 Yes Yes Yes Yes
Change account emails Yes Yes Yes Yes
Change account passwords Yes Yes Yes Yes
Delete organizations Yes Yes No No

Projects (Account Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

View all projects and your projects Yes Yes No No
Reset projects Yes Yes No No

Data & Privacy (Account Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Enable and disable personalizing your Mixpanel experience Yes Yes No No
Enable and disable permission for Mixpanel to log your data usage Yes Yes No No
Request account usage data Yes Yes No No
Delete account usage data Yes Yes No No
Generate GDPR API OAuth token Yes Yes No No

Rollup Projects


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Add new rollup projects Yes Yes No No

Alerts


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Enable or disable subscriptions for custom alerts Yes Yes No No
Enable or disable subscriptions for automatic insights Yes Yes No No

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.

report-analysis.png

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

  • Insights
  • Live View
  • Formulas
  • Signal
  • Flows
  • Funnels
  • Retention

Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Create and view Insights reports Yes Yes Yes Yes
View Live view Yes Yes Yes  Yes
Create and view Formula reports Yes Yes Yes Yes
Create and view Signal reports Yes Yes Yes Yes
Create and view Flow reports Yes Yes Yes Yes
Create and view Funnels reports Yes Yes Yes No
View Funnels reports Yes Yes Yes Yes
Create and view Retention reports Yes Yes Yes Yes

User Reports

User reports help you to understand your user data.

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

users-reports.png

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

  • Explore
  • Cohorts
  • Predict

Explore


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

View Explore reports Yes Yes Yes Yes
Create and modify Cohorts reports Yes Yes Yes Yes
Create and edit Predict conversion events Yes Yes Yes No


Take Action Reports

Take action reports enable you to connect with users through Mixpanel Messages, Campaigns, and A/B Testing.

For more information on how to access and use Take Action reports, see Take Action.

take-action-reports.png

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

  • Campaigns
  • Messages
  • A/B testing

Campaigns


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Create and edit campaigns Yes Yes No No
Create and edit messages Yes Yes No No
Create and edit A/B tests Yes Yes No No


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 Revenue reports Yes Yes Yes Yes
Create and view dashboards reports Yes Yes Yes No
Create and modify bookmarks Yes Yes Yes No
Create and modify custom events Yes Yes Yes Yes
Drop, merge, and hide and unhide events and properties in Lexicon Yes   No  No  No
Edit descriptions in Lexicon  Yes  Yes  No  No
Add tags in Lexicon  Yes  Yes  No  No
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