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 five roles: owner, admin, messenger, analyst, and consumer.
Owner
When users create a project, they own and have complete control over it. They have all permissions at the project level.
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.
Organization owners and admins have administrative permissions to assume an admin role in a project.
Analyst
Project analysts can view and create Mixpanel reports.
Project analysts can also add and delete saved reports. But they cannot create or use messaging features or manage team member roles.
Consumer
Project consumers can view reports. They can save their own reports (and dashboards). But they will be hidden and consumers cannot change the visibility or edit permissions.
Consumers can add bookmarked reports to their own dashboards, but cannot create public dashboards or edit existing dashboards.
Consumers can also duplicate another user’s dashboard and view it as a private dashboard.
Project consumers can’t create or use messaging features, or manage team member roles.
Messenger
Project messengers can create and use messaging features unlike project analysts.
Project messengers can view and create any Mixpanel report, and they can add and delete bookmarks. They can’t, however, 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 are for giving permissions not removing them. So a project Owner who is an organization Admin will have both Owner and Admin permissions on the project (which is for all intents and purposes the same as only having the Owner role). Another example is if a user is both assigned both the Messenger role individually and the Analyst role via a team. That user would be able to do both anything that a Messenger can do and anything an Analyst can do. So if a Messenger can send messages, this user would be able to send messages even though the Analyst role by itself cannot.
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.
In this section, you see a list of roles and permissions for tasks in these categories:
Overview (Project Level)
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Transfer projects | Yes | No | No | No | No |
Reset projects | Yes | No | No | No | No |
Delete projects | Yes | No | No | No | No |
Edit project timezones | Yes | Yes | No | No | No |
Edit project name | Yes | Yes | No | No | No |
View access keys | Yes | Yes | No | No | No |
View usage statistics | Yes | Yes | No | No | No |
Access time period settings | Edit | Edit | View Only | View only | No |
Users (Project Level)
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Invite project users | Yes | Yes | No | No | No |
Change project roles | Yes | Yes | No | No | No |
Approve access requests | Yes | Yes | No | No | No |
Messages
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Enable and disable sending messages for delay. (Green is enable; Gray is disable) | Yes | Yes | No | No | Yes |
Edit the Android FCM Server Key | Yes | No | No | No | No |
Edit the Apple Push Certificate | Yes | No | No | No | No |
Edit Twilio information: Account SID, Auth Token, Messaging Service SID | Yes | No | No | No | No |
Autotrack
Permission |
Roles |
||||
Proj |
Proj |
Proj |
Proj |
Proj Messenger |
|
Enable and disable the automatic collection of common mobile events | Yes | Yes | No | No | No |
Disable collection of all actions on your website | Yes | Yes | No | No | No |
Disable automatic page view tracking | Yes | Yes | No | No | No |
Personal Settings
Personal 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 personal settings, see Personal Settings.
In this section, you see a list of roles and permissions for tasks in these categories:
Overview (Account Level)
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Change account names | Yes | Yes | No | No | No |
Change account emails | Yes | Yes | No | No | No |
Change account passwords | Yes | Yes | No | No | No |
Delete organizations | Yes | Yes | No | No | No |
Projects (Account Level)
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
View all projects and your projects | Yes | Yes | No | No | No |
Reset projects | Yes | Yes | No | No | No |
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 |
Proj |
Proj |
Proj Messenger |
|
Enable or disable subscriptions for custom alerts | Yes | Yes | No | No | No |
Enable or disable subscriptions for automatic insights | Yes | Yes | No | 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.
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 |
Proj |
Proj |
Proj Messenger |
|
Create and view Insights reports | Yes | Yes | Yes | Yes | Yes |
Download reports | Yes | Yes | Yes | No | Yes |
Create and view Formula reports | Yes | Yes | Yes | Yes | Yes |
Create and view Signal reports | Yes | Yes | Yes | Yes | Yes |
Create and view Flow reports | Yes | Yes | Yes | Yes | Yes |
Create and view Funnels reports | Yes | Yes | Yes | Yes | Yes |
View Funnels reports | Yes | Yes | Yes | Yes | Yes |
Create and view Retention reports | Yes | Yes | Yes | Yes | Yes |
Export Reports from Mixpanel | Yes | Yes | Yes | No | Yes |
User
The User Reports help you explore your user profiles and create cohorts.
For more information on how to access and use Mixpanel user reports, see Users.
In this section, you see a list of roles and permissions for tasks in these categories:
- Explore
- Cohorts
Explore
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
View Explore reports | Yes | Yes | Yes | Yes | Yes |
Create and modify Cohorts reports | Yes | Yes | Yes | Yes | Yes |
Delete user profiles | Yes | Yes | No | No | No |
Messages & Experiments
Messages & Experiments enable you to connect with users through Mixpanel Messages, and A/B Testing.
For more information on how to access and use Messages & Experiments, see Messages & Experiments.
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Create and edit messages and journeys. | Yes | Yes | No | No | Yes |
Create and edit messages | Yes | Yes | No | No | Yes |
View messages | Yes | Yes | Yes | No | Yes |
Create and edit A/B tests | Yes | Yes | No | No | No |
View A/B tests | Yes | Yes | Yes | No | Yes |
Other Reports and Report Features
This section lists roles and permissions for:
- Revenue
- Dashboard
- Bookmarks
- Custom Events
- Lexicon
Permission |
Roles |
||||
Proj Owner |
Proj |
Proj |
Proj |
Proj Messenger |
|
Create and view Revenue reports | Yes | Yes | Yes | Yes | Yes |
Create and view dashboards reports | Yes | Yes | Yes | Yes | Yes |
Create email digests for dashboard reports | Yes | Yes | Yes | No | No |
Create and modify bookmarks | Yes | Yes | Yes | No | Yes |
Create and modify custom events | Yes | Yes | Yes | No | Yes |
Hide data in Lexicon | Yes | Yes | Yes | No | Yes |
Merge data in Lexicon | Yes | No | No | No | No |
Drop data in Lexicon | Yes | No | No | No | No |
Edit descriptions in Lexicon | Yes | Yes | No | No | No |
Add tags in Lexicon | Yes | Yes | No | No | No |
Download CSV in Lexicon | Yes | Yes | Yes | Yes | Yes |
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