How to assign user roles and access permissions in Zoho PageSense | Help Guide

Invite new users and assign roles in Zoho PageSense

In PageSense, you can invite new members to collaborate on different projects, and assign them various roles such as administrators, members, editors, and viewers. Defining specific roles to individuals in a project is specifically useful when there are multiple people working on the same project, and you decide to give specific permission levels for each member to easily manage and monitor workflows within a project. 
For example, David is a stakeholder in your project. He’s contributed a great number of ideas, and would like to help with the QA prior to the experiment going live, and to have access to the final results of the experiment. In this case, you can assign him the 'Viewer' role, so he can work with you to analyze the experiment’s success, and help brainstorm iteration into new experiments. You can similarly choose the right access roles for your team members based on their expertise.
You can add or invite users in two ways:

  1. Invite a user to multiple projects within a space
  2. Invite a user to a particular project within a space.    

To invite a user to multiple projects within a space:

1. Click the profile picture icon in the top-right corner and then the My Spaces button. 


2. Select the Space (My Spaces or Invited Spaces) you want to add or invite your new users to.



3. Click Users on the top pane and then the Invite User button.


4. Enter the user's email address and assign a specific role to the user from the Access Type dropdown:

  • Admin has full access to all projects and account billing information. A user who is an administrator of one space is also an administrator for all the projects within that space.




  • Members have access to grant user permissions to individual projects in this space as follows:

  1. Project owners can create, edit, publish, pause, and delete experiments. A project can have more than one project owner. 
  2. Editors can create and edit paused experiments. They can also view results.
  3. Viewers can view experiments and their results.
  4. No Access can not view and access experiments within a specific project.

Check out the table below to get a more detailed understanding of different types of roles and access privileges in Zoho PageSense.
An editor can launch all the experiments that are a part of the Track and Analyze sections of Goals, Funnel Analysis, Heatmaps, Session Recording, and Form Analytics. However, they cannot launch any experiments from the Optimize section (A/B Test and Split URL Test). Only the Project Owner has the permission to do this.

5. Finally, click Invite to send the invitation email to the individual users. 
When they accept the invite, the user will be part of your space in PageSense.



To invite a user to a particular project:

1. Click the profile picture icon in the top-right corner and choose the specific Space then Project you want to add new users to.


2.  Click Users on the top pane and then the Invite User button. 

3. Enter the user's email address and assign a specific role to the user from the Access Type dropdown:
  • Project owners can create, edit, publish, and pause experiments. A project can have more than one project owner. 

  • Editors can create and edit paused experiments. They can also view results.

  • Viewers can preview experiments and view results.


Check out the table below to get a more detailed understanding of different types of roles and access privileges in Zoho PageSense.

4. Finally, click Invite to send the invitation email to the individual users. 
When they accept the invite, the user will be part of your project in PageSense. 




Different types of roles and access privileges in Zoho PageSenseZoho PageSense User Access Roles



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