Overview
Tag Insight provides flexible user management capabilities to ensure the right people have appropriate access to your tracking data and configurations. Users can have different roles at both the organization and project levels.
User roles
Organization roles
Owner
Full administrative access
- Manage billing
- Add/remove users
- Create/delete projects
- Access all settings
Admin
Organization management
- Manage users and projects
- Configure organization settings
- Cannot access billing
Member
Basic access
- Access assigned projects
- No organization management
- Project-level permissions apply
Project roles
- Editor
- Viewer
Full project access
- Create and modify tracking plans
- Configure audits and monitoring
- Manage project settings
- Export data and reports
Based on the demo transcripts, Tag Insight distinguishes between “editor seats” and “reader seats” for pricing purposes.
Adding users
Inviting team members
1
Navigate to team settings
Go to Settings > Team in your organization
2
Click invite user
Select + Invite Team Member
3
Enter user details
- Email address
- Organization role
- Initial project assignments
4
Send invitation
The user will receive an email to join your organization
Bulk user import
For larger teams, you can import multiple users:- Download the CSV template
- Fill in user details
- Upload the completed file
- Review and confirm
Managing user access
Project assignment
Users can be assigned to specific projects with different roles:Access matrix example
| User Type | Organization Access | Project Access | Use Case |
|---|---|---|---|
| Analytics Lead | Admin | Editor (all) | Manages tracking implementation |
| Developer | Member | Editor (assigned) | Implements tracking code |
| Marketing Manager | Member | Viewer | Reviews tracking data |
| Executive | Member | Viewer (selected) | High-level monitoring |
Permission details
Editor permissions
Editors can:- ✅ Create and modify tracking plans
- ✅ Configure audit schedules
- ✅ Set up monitoring rules
- ✅ Export tracking plans
- ✅ Access live debugger
- ✅ View all audit reports
- ✅ Manage project settings
Viewer permissions
Viewers can:- ✅ View tracking plans
- ✅ Access audit reports
- ✅ View monitoring dashboards
- ❌ Modify configurations
- ❌ Export data
- ❌ Change settings
- ❌ Create new items
Team collaboration features
Activity tracking
Tag Insight logs all user activities:- Tracking plan modifications
- Audit configuration changes
- User access events
- Export activities
Notifications
Team members can subscribe to:- Audit completion reports
- Tracking regression alerts
- Configuration changes
- System updates
Security features
Enhanced security options
Advanced security features including SSO and 2FA are planned for future releases. Contact sales to learn more about our security roadmap.
Session management
- Automatic logout after inactivity
- Session duration controls
- Device management
- Security policies
Best practices
Role assignment
Principle of least privilege
Principle of least privilege
Grant users the minimum access required for their role. Start with viewer access and upgrade as needed.
Regular access reviews
Regular access reviews
Quarterly review of user access to ensure permissions remain appropriate.
Project segregation
Project segregation
Separate production and staging access to prevent accidental changes.
Documentation
Documentation
Document who has access to what and why for audit purposes.
Team structure examples
Small team structure
Enterprise structure
User limits and pricing
Based on the demo discussions:- Editor Seats: Count towards your plan limits
- Viewer Seats: Often unlimited or high limit
- Seat Management: Can be adjusted in billing settings
The number of editor seats impacts pricing. Contact sales to discuss your team’s needs.
Removing users
User offboarding
1
Navigate to team
Go to Settings > Team
2
Find user
Locate the user in the team list
3
Remove access
Click the menu icon and select Remove User
4
Confirm removal
Confirm to remove all access immediately
What happens when users leave
- Immediate access revocation
- Audit trail maintained
- Ownership transferred to admin
- No data is deleted
Audit trail
All user actions are logged:- Login/logout events
- Configuration changes
- Data exports
- Permission modifications
Common scenarios
Scenario 1: Onboarding a developer
- Invite as organization member
- Assign editor role to development project
- Assign viewer role to production project
- Provide documentation access
Scenario 2: External consultant
- Create limited-time account
- Assign specific project access only
- Set expiration date
- Monitor activity closely
Scenario 3: Executive access
- Invite as organization member
- Assign viewer role to key projects
- Set up executive dashboard
- Configure summary reports
FAQ
Can users have different roles in different projects?
Can users have different roles in different projects?
Yes, a user can be an editor in one project and a viewer in another.
Is there a limit on the number of users?
Is there a limit on the number of users?
Viewer seats typically have high limits. Editor seats depend on your plan.
Can I temporarily disable a user?
Can I temporarily disable a user?
Yes, you can suspend user access without deleting their account.
How do I transfer project ownership?
How do I transfer project ownership?
Project ownership can be transferred by organization admins in project settings.