How do I add other users to my account so I can view their email analytics?
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
If you are a Google Workspace admin, you should use this method. Why?
- It enables you to add/remove team members from all email addresses under your company domain.
- Users added via this method will not need to periodically log back into EmailAnalytics to refresh data access permissions.
- You can add people as you like, whenever you want, instantly.
Here is a video walkthrough:
Step 1. Click the Google Workspace option in your left navigation.
Step 2. Click the “Connect Google Workspace Admin” button
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.
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.
Jayson is a long-time columnist for Forbes, Entrepreneur, BusinessInsider, Inc.com, and various other major media publications, where he has authored over 1,000 articles since 2012, covering technology, marketing, and entrepreneurship. He keynoted the 2013 MarketingProfs University, and won the “Entrepreneur Blogger of the Year” award in 2015 from the Oxford Center for Entrepreneurs. In 2010, he founded a marketing agency that appeared on the Inc. 5000 before selling it in January of 2019, and he is now the CEO of EmailAnalytics.