> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taginsight.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User management

> Manage team access and permissions in Tag Insight

## 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.

<img src="https://mintcdn.com/taginsight/poFMsZzsIjoQTyP7/images/4_organization_management_interface.png?fit=max&auto=format&n=poFMsZzsIjoQTyP7&q=85&s=8e5695903789cd827783cd7e8576c6b4" alt="User Management Interface" style={{borderRadius: "8px", margin: "20px 0"}} width="2332" height="1686" data-path="images/4_organization_management_interface.png" />

## User roles

### Organization roles

<CardGroup cols={3}>
  <Card title="Owner" icon="crown">
    **Full administrative access**

    * Manage billing
    * Add/remove users
    * Create/delete projects
    * Access all settings
  </Card>

  <Card title="Admin" icon="user-shield">
    **Organization management**

    * Manage users and projects
    * Configure organization settings
    * Cannot access billing
  </Card>

  <Card title="Member" icon="user">
    **Basic access**

    * Access assigned projects
    * No organization management
    * Project-level permissions apply
  </Card>
</CardGroup>

### Project roles

<Tabs>
  <Tab title="Editor">
    **Full project access**

    * Create and modify tracking plans
    * Configure audits and monitoring
    * Manage project settings
    * Export data and reports
  </Tab>

  <Tab title="Viewer">
    **Read-only access**

    * View tracking plans
    * Access audit reports
    * Cannot make changes
    * Ideal for stakeholders
  </Tab>
</Tabs>

<Note>
  Based on the demo transcripts, Tag Insight distinguishes between "editor seats" and "reader seats" for pricing purposes.
</Note>

## Adding users

### Inviting team members

<Steps>
  <Step title="Navigate to team settings">
    Go to **Settings > Team** in your organization
  </Step>

  <Step title="Click invite user">
    Select **+ Invite Team Member**
  </Step>

  <Step title="Enter user details">
    * Email address
    * Organization role
    * Initial project assignments
  </Step>

  <Step title="Send invitation">
    The user will receive an email to join your organization
  </Step>
</Steps>

### Bulk user import

For larger teams, you can import multiple users:

1. Download the CSV template
2. Fill in user details
3. Upload the completed file
4. Review and confirm

## Managing user access

### Project assignment

Users can be assigned to specific projects with different roles:

```javascript theme={null}
// Example user configuration
{
  user: "analyst@company.com",
  organization_role: "member",
  projects: [
    {
      project: "main-site-production",
      role: "editor"
    },
    {
      project: "mobile-app",
      role: "viewer"
    }
  ]
}
```

### 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

<Note>
  Advanced security features including SSO and 2FA are planned for future releases. Contact sales to learn more about our security roadmap.
</Note>

### Session management

* Automatic logout after inactivity
* Session duration controls
* Device management
* Security policies

## Best practices

### Role assignment

<AccordionGroup>
  <Accordion title="Principle of least privilege">
    Grant users the minimum access required for their role. Start with viewer access and upgrade as needed.
  </Accordion>

  <Accordion title="Regular access reviews">
    Quarterly review of user access to ensure permissions remain appropriate.
  </Accordion>

  <Accordion title="Project segregation">
    Separate production and staging access to prevent accidental changes.
  </Accordion>

  <Accordion title="Documentation">
    Document who has access to what and why for audit purposes.
  </Accordion>
</AccordionGroup>

### Team structure examples

#### Small team structure

```
Organization Owner: 1 (CTO/Head of Analytics)
├── Admins: 1-2 (Lead Developer)
├── Editors: 2-3 (Analytics Team)
└── Viewers: 5-10 (Stakeholders)
```

#### Enterprise structure

```
Organization Owner: 1 (VP of Data)
├── Admins: 3-5 (Team Leads)
├── Project Owners: 10-15 (Product Managers)
├── Editors: 20-30 (Developers, Analysts)
└── Viewers: 50+ (Extended Team)
```

## 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

<Info>
  The number of editor seats impacts pricing. Contact sales to discuss your team's needs.
</Info>

## Removing users

### User offboarding

<Steps>
  <Step title="Navigate to team">
    Go to **Settings > Team**
  </Step>

  <Step title="Find user">
    Locate the user in the team list
  </Step>

  <Step title="Remove access">
    Click the menu icon and select **Remove User**
  </Step>

  <Step title="Confirm removal">
    Confirm to remove all access immediately
  </Step>
</Steps>

### 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

Access the audit trail at **Settings > Audit Log**.

## Common scenarios

### Scenario 1: Onboarding a developer

1. Invite as organization member
2. Assign editor role to development project
3. Assign viewer role to production project
4. Provide documentation access

### Scenario 2: External consultant

1. Create limited-time account
2. Assign specific project access only
3. Set expiration date
4. Monitor activity closely

### Scenario 3: Executive access

1. Invite as organization member
2. Assign viewer role to key projects
3. Set up executive dashboard
4. Configure summary reports

## FAQ

<AccordionGroup>
  <Accordion title="Can users have different roles in different projects?">
    Yes, a user can be an editor in one project and a viewer in another.
  </Accordion>

  <Accordion title="Is there a limit on the number of users?">
    Viewer seats typically have high limits. Editor seats depend on your plan.
  </Accordion>

  <Accordion title="Can I temporarily disable a user?">
    Yes, you can suspend user access without deleting their account.
  </Accordion>

  <Accordion title="How do I transfer project ownership?">
    Project ownership can be transferred by organization admins in project settings.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Organization setup" icon="building" href="/platform-overview/organizations-projects">
    Learn about organizing projects
  </Card>

  <Card title="Dashboard overview" icon="chart-bar" href="/platform-overview/dashboard">
    Explore the Tag Insight dashboard
  </Card>
</CardGroup>