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 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, 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 strictly give permissions to an action; They do not remove any abilities. 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.

proj-saettingsd.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

Proj Messenger

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

Proj Messenger

Invite project users

Change project roles

 Approve access requests 

Create Service Accounts

 

Messages


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Proj Messenger

Enable and disable sending messages for delay. (Green is enable; Gray is disable)

Edit the Android FCM Server Key

Edit the Apple Push Certificate

Edit Twilio information: Account SID, Auth Token, Messaging Service SID

 

Autotrack


Permission

Roles

 

Proj
Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Proj Messenger

Enable and disable the automatic collection of common mobile events

Disable collection of all actions on your website

Disable automatic page view tracking


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.

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

Proj Messenger

Change account names

Change account emails

Change account passwords

Delete organizations

Projects (Account Level)


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Proj Messenger

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

Proj Messenger

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

Proj Messenger

Create and view Insights reports

Download reports

Create and view Formula reports

Create and view Signal reports

Create and view Flow reports

Create and view Funnels reports

View Funnels reports

Create and view Retention reports

Export Reports from Mixpanel

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.

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

Proj Messenger

View Explore reports

Create and modify Cohorts reports

Delete user profiles


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.

Screenshot_2020-04-27_14.57.53.png

 


Permission

Roles

 

Proj Owner

Proj
Admin

Proj
Analyst

Proj
Consumer

Proj Messenger

Create and edit messages and journeys.

Create and edit messages

View messages

Create and edit A/B tests

View A/B tests


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

Proj Messenger

Create and view Revenue reports

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

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