Add User Access to Pirsch | OpsBlu Docs

Add User Access to Pirsch

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

Adding Team Members to Pirsch

Adding team members to Pirsch enables collaboration on website analytics while maintaining the platform's privacy-first approach. This guide covers the process of inviting users to access your analytics dashboards.

Prerequisites

Before adding team members:

  • You must have Owner role privileges
  • Know the email addresses of team members to invite
  • Verify your plan's team member limit
  • Understand which role (Owner or Member) each person needs

Step-by-Step Instructions

Step 1: Access Team Settings

  1. Log in to your Pirsch account at pirsch.io
  2. Click on Settings in the navigation menu
  3. Navigate to "Team" or "Team Members" section
  4. View the current list of team members

The interface displays:

  • Current team members and their roles
  • Pending invitations
  • Available team member slots
  • Add member button

Step 2: Initiate Invitation

  1. Click the "Add Member" or "Invite Team Member" button
  2. An invitation form will appear
  3. Prepare to enter team member details

Step 3: Enter Email Address

In the invitation form:

  • Enter the team member's work email address
  • Double-check for typos
  • Use company domain emails for better management
  • Ensure the email is not already associated with the account

Step 4: Select Role

Choose the appropriate role:

Owner:

  • Full administrative access
  • Can manage billing and team
  • Can delete websites and account
  • Use sparingly for trusted administrators

Member:

  • View-only access to analytics
  • Cannot modify settings
  • Suitable for most team members
  • Recommended default role

Step 5: Send Invitation

  1. Review the email and role selection
  2. Click "Send Invitation" or "Invite"
  3. Pirsch sends an automated invitation email
  4. Invitation appears as pending in team settings

Step 6: Team Member Accepts

The recipient process:

  1. Receives email invitation from Pirsch
  2. Clicks the acceptance link in the email
  3. Creates account or logs in if they already have Pirsch account
  4. Gains access to the analytics account

Common Use Cases

Adding Marketing Team Members

When adding marketers:

  • Grant Member role for analytics access
  • Provide training on Pirsch dashboard navigation
  • Share interpretation guidelines for privacy-first analytics
  • Enable data-driven marketing decisions

Agency Client Access

For agency-client relationships:

  • Create separate Pirsch accounts per client
  • Add client as Member for their own analytics
  • Add agency team as Members to client accounts
  • Maintain Owner access for account management

Adding Contractors

For temporary team members:

  • Add with Member role for view-only access
  • Set calendar reminder to remove when contract ends
  • No need for elevated permissions
  • Easy to revoke access when needed

Executive and Stakeholder Access

For leadership reporting:

  • Add executives as Members for dashboard access
  • Provide brief training on key metrics
  • Create custom views or reports as needed
  • Enable data-informed decision making

Best Practices

Security

  1. Verify Emails: Confirm email addresses before sending invitations
  2. Corporate Emails: Use company domain emails for team members
  3. Least Privilege: Default to Member role unless Owner access is required
  4. Regular Reviews: Audit team members quarterly

Onboarding

  1. Welcome Message: Send personal email about the invitation
  2. Training: Provide brief overview of Pirsch interface
  3. Privacy Context: Explain Pirsch's privacy-first analytics approach
  4. Support: Share Pirsch documentation and support resources

Role Assignment

  1. Start Conservatively: Begin with Member access
  2. Owner Sparingly: Only grant Owner to account administrators
  3. Document Reasons: Record why each person has access
  4. Review Regularly: Audit access levels during team changes

Troubleshooting

Invitation Not Received

If team member doesn't receive invitation:

  1. Check spam/junk folders
  2. Verify email address was entered correctly
  3. Ensure corporate filters aren't blocking Pirsch emails
  4. Resend invitation from team settings
  5. Try alternative email if available

Reached Team Member Limit

If you cannot add more members:

  1. Check your plan's team member allowance
  2. Remove inactive or former team members
  3. Upgrade to higher plan tier if needed
  4. Contact Pirsch support for enterprise options

Wrong Role Assigned

If incorrect role was assigned:

  1. Roles can be changed after invitation
  2. Navigate to team settings
  3. Edit the team member's role
  4. Changes take effect immediately

User Already Exists

If email is already associated:

  1. The person may already be a team member
  2. Check the current team member list
  3. They may have a pending invitation
  4. Cancel pending invitation if needed and re-send

After Adding Team Members

Confirmation

After sending invitations:

  1. Send follow-up email about the Pirsch invitation
  2. Provide deadline for accepting (48-72 hours)
  3. Monitor team settings for acceptance status
  4. Verify they can access dashboards after accepting

Initial Training

Help new team members get started:

  1. Tour of Pirsch dashboard and key metrics
  2. Explanation of privacy-first analytics approach
  3. Overview of available reports and filters
  4. How to interpret traffic data and trends
  5. Where to find help and documentation

Verification

Confirm new members can:

  • Log in successfully
  • View analytics dashboards
  • Access all websites in the account
  • Navigate reports and filters
  • Understand key metrics
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