How do I give permission to team managers to view only specific users’ stats?
If you want to grant permission to specific users (ie, team managers) to view metrics for only other specific users (ie, all members of a particular team), follow these steps to set it up.
Step 1. Click the “Team Management” nav button, then click the “Users” tab.
Step 2. Find the user you want to assign permissions to in the Users list, then click the gear icon to the right of their name.
Step 3. Click “Manager Roles.”
Step 4. Check the box next to “Teams (View Stats Only)” and a new field will appear where you can select the team(s) you want to assign to that user.
Step 5. Select the team(s) you want to assign to that user, then click “Save Manager Roles.”
Users granted “teamview” access to these teams will be able to:
- View stats for all users within the selected teams within their own EmailAnalytics account.
- Change users’ time zones and work hours.
Users who are not within the selected teams will be inaccessible.
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.