Site icon Newt Labs

Step-by-Step Guide: Adding a User to Google Analytics

add new user to google analytics

Adding a user to your Google Analytics account can be super beneficial, especially if you’re collaborating with a marketing agency or need to share access with team members. But how can you do this, practically speaking?

If you’re confused about the process, you’re in luck. We’ve put together a comprehensive, up-to-date guide to help you add a user to Google Analytics 4 with ease.

Why Add a User to Google Analytics?

Before diving into the steps, it’s important to understand why you might want to add a user to your Google Analytics account. When you grant access to collaborators, you allow them to:

10 Key Steps to Add a User to Google Analytics

Now’s the time for the tutorial portion of this article. Follow these simple step-by-step instructions to add a user to your Google Analytics account:

Step 1. Log In to Your Google Analytics Account

Start by logging into your Google Analytics account. If you don’t have an account yet, you’ll need to create one first. Once logged in, you’ll see your Analytics dashboard.

Step 2. Access the Admin Section

In the bottom left corner of your dashboard, click on the Admin button. This will take you to the admin interface, where you can manage settings for your account, properties, and views. Remember, we’re not working with Universal Analytics anymore — GA4 is what you need to work with. Google offers a thorough guide for setting up GA4 if you need to complete those steps first.

Google Analytics admin area.

Step 3. Choose the Correct Account and Property

Ensure you’re working within the correct account and property level. You’ll see these options at the top of the Admin panel. Select the account and property to which you want to add a user.

Make sure you’re on the right account and property.

Step 4. Navigate to Account Access Management

Under the selected account, find the Account Access Management option. This section allows you to manage user access for the entire account. If you prefer to add a user to a specific property or view, select Property Access Management or View Access Management.

Go to Account Access Management

Step 5. Add a New User

In the Account Access Management section, click on the blue plus sign (+) in the upper right corner, then select Add Users. Here, you’ll add the new analytics user you’d like to have access to your account. As a word of caution, it’s recommended to only provide administrator role access to those you know you can implicitly trust. That is, only provide the level of access that’s required for people to do their job — no more, no less.

Add a new user to Google Analytics

Step 6. Enter the User’s Email

Enter the email address of the person you want to add. Make sure the email is associated with a Google account at gmail.com. You can add multiple emails if necessary.

Input the user’s email address.

Step 7. Set Permissions

You’ll see several user permission options:

Set the appropriate user roles and permissions for your new user.

Select the appropriate permissions based on the user’s role. It’s generally a good idea to provide the least amount of access necessary to perform their tasks for your online business.

Step 8. Set Data Restrictions

Beneath the user role section, you can also set data restrictions. Specifically, you can toggle on or off cost-related metrics and revenue-related metrics. If you don’t want those working in Analytics to have access to your revenue or spend, disable these.

Establish data restrictions, if you wish.

Step 9. Notify the User

Tick the checkbox for Notify new users by email to ensure they receive email notifications about their new account access. This step is crucial as it guides the new user through accepting the invitation and accessing the account.

Step 10. Save and Confirm

Click the Add button to finalize the process. The user will now receive an email with a link to access the account with the permissions you’ve assigned.

Managing User Roles and Permissions

Once you’ve added users, you might need to adjust their permissions or remove them as roles change. To do this, go back to the Account Access Management section. Then carry out the appropriate task as listed below depending on your needs:

Creating User Groups

If you’re managing a large number of users, creating user groups can streamline the process. User groups allow you to assign roles and permissions to multiple users at once. To create a user group, you’ll need to be part of a Google Marketing Platform organisation.

Steps to Create a User Group

You go about this the same as creating a new user. Instead of selecting Add User, you click Add User Group, like this:

  1. Go to the Admin section and select Account Access Management.
  2. Click the blue plus sign (+) and choose Add User Group.
  3. Enter a name and description for the group.
  4. Set the permissions for the group, similar to individual users.
  5. Click Create to finalise the group.

And that’s all there is to it!

Add Users to Google Analytics and Better Manage Your Site

Adding users to Google Analytics is a straightforward process that enhances collaboration and ensures data security. With these steps in mind, you can now hopefully manage user access more efficiently and maintain control over your account.

Exit mobile version