How do I add other users to my account so I can view their email analytics? (Gmail users)
There are two ways to add team members to your account. Follow these steps if you want to view metrics for other user accounts (such as other email addresses you use, or employees or team members).
Method 1 (Recommended): Google Workspace Integration
Note: If you are not the Google Workspace admin at your organization, please scroll down to the section below titled “What if I’m not a Google Workspace admin at my organization?”
Got questions? Refer to this PDF overview of our Google Workspace integration.
Benefits of Google Workspace integration:
- It enables you to add/remove team members from all email addresses under your company domain, privately, without needing to send invites.
- Users added via this method will not need to periodically log back into EmailAnalytics to refresh data access permissions.
- You can add or remove people as you like, whenever you want, instantly.
Step 1. Click the Integrations button in your left navigation.
Step 2. Click the “Authenticate” button in the “Google Workspace” box.
Step 3. Select your Google Workspace Admin account and complete sign-in.
Step 4. Complete the 2-step tutorial to add domain-wide delegation permissions via your Google Workspace account.
After you complete the short tutorial, you’ll see a table that lists your Google Workspace admin accounts, and a tab that lists all your email addresses under that account.
Step 5. Click your “Workspace User List” tab
Step 6. Tick the box next to each email address you want to add to your EmailAnalytics account.
Step 7. Click Save.
That’s it! You’ll then be able to manage your added users via the Teams/Users area.
You can add/remove inboxes from your account at any time by going to your Integrations tab and clicking the “Manage Integration” button in the Google Workspace box.
What if I’m not a Google Workspace admin at my organization?
If you aren’t a Google Workspace admin at your organization, follow these steps instead:
Option 1 (best if you are in the same physical office location as your Google Workspace admin):
Step 1. Figure out who your Google Workspace admin is at your organization. Typically it’s someone in the IT department. Ask them to join your at your computer for the next few steps.
Step 2. Sign in to your EmailAnalytics account.
Step 3. Click the “Integrations” nav button, click the “Authenticate” button in the Google Workspace box, then ask your GW admin to sign in with their Google Workspace admin account. Ask them to follow the on-screen prompts to complete the Google Workspace integration (takes about 3 minutes).
Step 4. After that process is complete, your GW admin’s work is done and they can leave if they want to.
Step 5. You will then be able to add or remove any users you want via the new “Workspace User List” that will show up after the integration is complete.
Option 2 (best if you are not in the same physical office location as your GW admin):
Step 1. Sign into EmailAnalytics and invite your GW admin to your EmailAnalytics account via the Teams/Invited Users page.
Step 2. Once they accept the invite and sign in, grant them “Team Management” permissions (via the Teams/Users page).
Step 3. Ask them to sign out of EA and then sign back in to reflect the new permissions.
Step 4. Ask them to click the “Integrations” button in the left navigation bar, then “Authenticate” in the Google Workspace box, then follow the on-screen steps to complete the Google Workspace integration (takes about 3 minutes).
Step 5. After that integration is complete, you can then visit that page and add any email addresses you want to be tracked.
Troubleshooting
Do you see an “admin_policy_enforced” error?
Please refer to this knowledge base article to resolve it:
I get an error when I try to setup Google Workspace integration: admin_policy_enforced
FAQ
After my IT person is done setting up the Google Workspace integration, can I revoke their “Team manager” permissions or remove them from EmailAnalytics?
You can revoke their “team manager” permissions (via “Manager roles”) and the Google Workspace integration will remain active. Doing so will ensure that they are only able to see their own email analytics — none of the other members of your account.
However, they will need to remain a user in your EA account. If you would prefer that they do not receive any email reports, you can turn off email reports for them.
Running into other problems? Shoot us an email at info@emailanalytics.com and we’ll gladly help!
Method 2 (Use only as a backup if you can’t do method 1): Team email invites
You should only use this method if you are not a Google Workspace admin. Why?
- You will need to send invitations to people and then wait for them to accept those invites before you can access their data.
- Users added via this method will need to periodically log back into EmailAnalytics to refresh data access permissions.
Step 1. Go to the “Teams” page from the navigation menu, then click the “Invited Users” tab, then click “Add”.
Step 2. Enter the person’s name and email address. Assign them to a team if you like (optional).
Step 3. Click “Send Invite”.
The invited user will receive an email with an invitation link they’ll need to click. That link will bring them to a login screen for EmailAnalytics.
After they login, they will have the option to accept your team invitation. Once they accept, that’s it! You’ll have access to their analytics right from your own dashboard.