Manage Users and Roles in Zoho PageSense

User & Controls

The Users section under User & Controls in Zoho PageSense Settings allows you to manage the users who have access to a specific project. From this section, you can view the list of users associated with the project, check their access status, and assign appropriate roles based on their responsibilities.


This helps teams collaborate effectively while ensuring that each user has the correct level of access to experiments, reports, and project configurations.

NotesNote: The Settings icon is located in the top-right corner of your PageSense interface. From there, navigate to User & Controls → Users to manage project users.

Viewing Project Users

The Users page displays all individuals who currently have access to the project. For each user, you can view key details such as:
  • User name
  • Email address
  • Role assigned within the project
  • User status
The status indicates whether a user has accepted the project invitation and is actively using the project, or if their invitation is still pending.
Managing users from this section helps administrators maintain clear visibility over who has access to the project and what permissions they hold.

Inviting Users to the Project

To collaborate with additional team members, you can invite them directly from the Users section.

When inviting a new user, you need to provide the following details:

Email Address
Enter the email address of the user you want to invite. PageSense will send an invitation to this email, allowing the user to join the project.


Role
Assign a role to define the level of access the user will have within the project. The available roles include:


  1. Project Owner
The Project Owner has full control over the project. This role can manage experiments, view reports, configure project settings, invite users, and make administrative changes.
  1. Editor
An Editor can create and manage experiments, modify configurations, and access reports within the project. However, editors typically have limited administrative privileges compared to the project owner.
  1. Viewer
A Viewer has read-only access to the project. Users with this role can view experiments and reports but cannot create, edit, or modify project settings.

 Why User Roles Are Important

Assigning roles helps ensure that the right users have the right level of access within the project. This helps maintain better control over experiments and settings while enabling teams to collaborate efficiently.

Using role-based access control allows organizations to:

  • Protect critical project configurations

  • Prevent unauthorized changes

  • Provide controlled access to reports and experiments

  • Manage team collaboration effectively within PageSense

By properly managing users and roles, teams can ensure that PageSense projects remain organized, secure, and easy to collaborate on.




We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!

        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Understanding User Roles & Permissions in Zoho PageSense for Agencies

                                                                                                                                      Managing multiple clients can get complex. But with the Zoho PageSense Agency Module, we’ve built a system that makes permissions and access crystal clear for everyone involved. This guide breaks down the different user roles, what they can (and ...
                                                                                                                                    • Space Management in Zoho PageSense

                                                                                                                                      Managing your PageSense workspace efficiently is important when multiple projects, users, and experiments are involved. The Space Management section helps you organize projects, control user access, monitor subscription usage, and manage archived ...
                                                                                                                                    • Custom User Storage

                                                                                                                                      Overview By default, the SDK maintains visitor assignments in memory. For production applications, you can provide a custom storage implementation using add_custom_storage() to persist visitor assignments across application restarts. Persistent ...
                                                                                                                                    • Understanding and Creating Funnel Analysis in Zoho PageSense

                                                                                                                                      Funnel Analysis in Zoho PageSense helps you understand how visitors move through a sequence of steps on your website before completing a desired action. These steps represent the user journey toward a conversion, such as signing up, requesting a ...
                                                                                                                                    • Using custom dimensions in audience segments

                                                                                                                                      Custom dimensions are an advanced set of audience segmentation option available in PageSense that allows you to target your experiments and filter your reports based on a niche set of audience criteria like who they are, what their interests and ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources