Add User Access to Kissmetrics | OpsBlu Docs

Add User Access to Kissmetrics

Add new users and grant access in Kissmetrics — role assignment, permission levels, and onboarding steps.

Overview

Adding team members to your Kissmetrics account allows them to access analytics data, create reports, and manage tracking implementation. Proper user management ensures your team has the access they need while maintaining security and data governance.

This guide covers how to invite users, assign appropriate permissions, and manage the invitation process in Kissmetrics.

Before You Begin

Prerequisites:

  • You must have Admin or Owner permissions to invite users
  • You need the email addresses of users you want to invite
  • Understand the permission levels available in Kissmetrics

Permission Levels:

  • Owner: Full access including billing, team management, and all features
  • Admin: Can manage users, settings, and access all analytics features
  • User: Can view and create reports, but cannot manage settings or users
  • Read-Only: Can only view existing reports and dashboards

Step-by-Step Instructions

Step 1: Navigate to Team Settings

  1. Log in to your Kissmetrics account
  2. Click on your profile icon or account menu in the top-right corner
  3. Select Settings from the dropdown menu
  4. Click on Team or Team Members in the left sidebar

Step 2: Initiate User Invitation

  1. On the Team page, locate the Invite User or Add Team Member button
  2. Click the button to open the invitation form

Step 3: Enter User Information

Email Address:

  1. Enter the user's work email address
  2. For multiple users, you may be able to enter multiple emails (comma-separated)

Example:

john.doe@company.com
jane.smith@company.com

Important: Use business email addresses. Personal emails (Gmail, Yahoo, etc.) may be restricted based on your organization's policies.

Step 4: Assign Permission Level

Select the appropriate permission level for the user:

Choose Owner if:

  • User needs to manage billing and subscriptions
  • User should have full administrative control
  • User is a key stakeholder or executive

Choose Admin if:

  • User needs to manage team members
  • User should configure tracking and settings
  • User is a team lead or analytics manager

Choose User if:

  • User primarily needs to view and create reports
  • User is an analyst or marketing team member
  • User doesn't need administrative functions

Choose Read-Only if:

  • User only needs to view existing reports
  • User is an occasional stakeholder or executive
  • User shouldn't create or modify reports

Step 5: Customize Access (If Available)

Some Kissmetrics plans offer granular access controls:

Project Access:

  • Select which projects the user can access
  • Useful for agencies or multi-brand organizations

Report Access:

  • Limit access to specific reports or dashboards
  • Useful for executive or client access

Feature Access:

  • Enable or disable specific features
  • Control access to sensitive data

Step 6: Add Personal Message (Optional)

Many invitation forms allow a custom message:

Hi John,

I'm inviting you to our Kissmetrics account so you can access our
analytics dashboard and user behavior reports. This will help you
track the success of your marketing campaigns.

Let me know if you have any questions!

Best,
[Your Name]

Step 7: Send Invitation

  1. Review all information for accuracy
  2. Click Send Invitation or Invite User
  3. The user will receive an email invitation

What Happens Next

For the Invited User

  1. Receives Email: User gets an email from Kissmetrics with an invitation link
  2. Creates Account: User clicks the link and creates a Kissmetrics account (or logs in if they already have one)
  3. Accepts Invitation: User accepts the invitation to join your team
  4. Gains Access: User can now access your Kissmetrics account with assigned permissions

Email Subject: "You've been invited to join [Your Company] on Kissmetrics"

For You (Admin)

  1. Pending Invitation: The invitation appears as "Pending" in your team list
  2. Accepted Status: Once the user accepts, status changes to "Active"
  3. Notification: You may receive a notification when the user accepts
  4. Full Access: User immediately has access based on assigned permissions

Managing Pending Invitations

View Pending Invitations

  1. Go to Settings → Team
  2. Look for a Pending Invitations section or filter
  3. See all outstanding invitations

Resend Invitation

If a user didn't receive the invitation email:

  1. Locate the pending invitation in your team list
  2. Click Resend Invitation or the resend icon
  3. User receives a fresh invitation email

Cancel Invitation

To revoke an invitation before it's accepted:

  1. Find the pending invitation
  2. Click Cancel or Revoke
  3. The invitation link becomes invalid
  4. User can no longer accept the invitation

Best Practices

Security

  1. Verify Email Addresses: Double-check email addresses before sending invitations
  2. Use Work Emails: Require work email addresses for better security and accountability
  3. Principle of Least Privilege: Give users the minimum permissions they need
  4. Regular Audits: Periodically review team members and remove inactive users
  5. Offboarding Process: Remove access immediately when team members leave

Permission Assignment

Start Conservative:

  • Begin with lower permissions (User or Read-Only)
  • Upgrade as needed based on actual usage
  • Easier to grant more access than to restrict

Role-Based Access:

  • Marketing Team: User level (create and view reports)
  • Analytics Team: Admin level (manage settings and tracking)
  • Executives: Read-Only (view dashboards)
  • IT/Development: Admin level (manage implementation)
  • Finance: Owner level (manage billing) or Read-Only (view ROI)

Onboarding

  1. Welcome Message: Include orientation information in invitation
  2. Documentation: Provide links to internal documentation or training materials
  3. Support Contact: Let users know who to contact with questions
  4. Key Reports: Direct new users to the most important reports for their role

Troubleshooting

User Didn't Receive Invitation Email

Possible Causes:

  • Email in spam/junk folder
  • Incorrect email address
  • Email server blocking Kissmetrics emails

Solutions:

  1. Ask user to check spam/junk folder
  2. Verify email address is correct
  3. Whitelist Kissmetrics emails: @kissmetrics.com and @kissmetrics.io
  4. Resend the invitation
  5. Try alternative email address if available

Solution:

  1. Go to Settings → Team
  2. Find the pending invitation
  3. Click Resend to generate a new link
  4. Invitation links typically expire after 7-14 days

Cannot Add More Users

Issue: "You've reached your user limit" error

Solutions:

  1. Upgrade Plan: Contact Kissmetrics sales to add more user seats
  2. Remove Inactive Users: Free up seats by removing users who no longer need access
  3. Reuse Seat: Update an existing user's email if they've changed addresses

User Has Wrong Permissions

Solution:

User Can't Accept Invitation

Possible Causes:

  • User already has a Kissmetrics account with different email
  • Browser issues or cookies disabled
  • Network/firewall blocking Kissmetrics

Solutions:

  1. Try different browser or incognito mode
  2. Clear browser cache and cookies
  3. Check firewall/security settings
  4. Contact Kissmetrics support if issues persist

Bulk User Management

For adding multiple users at once:

CSV Import (If Available)

Some plans support bulk user import:

  1. Download CSV template from Kissmetrics
  2. Fill in user details:
    Email,Permission,Projects
john@company.com,Admin,All
jane@company.com,User,Marketing
bob@company.com,Read-Only,All
  3. Upload CSV in Team settings
  4. Review and confirm
  5. All invitations sent simultaneously

API Integration

For programmatic user management, use the Kissmetrics API:

curl -X POST https://api.kissmetrics.com/v1/users/invite \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "role": "user",
    "projects": ["project-id-1", "project-id-2"]
  }'

Compliance and Governance

GDPR Considerations

When adding users who will access EU customer data:

  1. Ensure users understand data protection obligations
  2. Document who has access to personal data
  3. Include data protection training in onboarding
  4. Use audit logs to track data access

SOC 2 Compliance

For organizations with SOC 2 requirements:

  1. Document user access approval process
  2. Maintain records of who approved each user
  3. Regular access reviews (quarterly or annually)
  4. Implement least privilege access
  5. Monitor and log user activities

Next Steps

After adding users:

  1. Verify Access: Confirm users can log in and access appropriate resources
  2. Provide Training: Share documentation or schedule training sessions
  3. Set Expectations: Clarify responsibilities and reporting requirements
  4. Monitor Usage: Check that users are actively using the platform
  5. Update Permissions: Adjust access levels as roles evolve

Related Documentation:

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