GoSquared User Management | OpsBlu Docs

GoSquared User Management

Manage user roles, permissions, and team access in Gosquared — step-by-step admin guide.

User Management Overview

GoSquared's user management system allows you to control team access to your projects, assign appropriate permissions, and collaborate effectively across your organization. Proper user management ensures security, maintains data integrity, and enables teams to work efficiently with GoSquared's analytics and engagement features.

User Roles

GoSquared provides four distinct user roles with varying levels of access:

Owner

Full administrative control over the account:

  • Manage billing and subscription
  • Add and remove team members
  • Modify all project settings
  • Access all analytics data
  • Configure integrations
  • Delete projects
  • Transfer ownership
  • View and manage all features

Limitations:

  • Only one owner per account
  • Cannot be removed without transferring ownership

Admin

Comprehensive project management capabilities:

  • Manage team members (except owner)
  • Configure project settings
  • Access all analytics features
  • Manage integrations
  • Configure goals and funnels
  • Access live chat
  • View all reports
  • Manage tracking code

Cannot:

  • Manage billing information
  • Delete the account
  • Transfer ownership
  • Remove the owner

Agent

Operational access for customer support and analytics:

  • View analytics dashboards
  • Access live chat features
  • Respond to customer messages
  • View visitor profiles
  • Create and view reports
  • Track real-time visitors
  • View goals and conversions

Cannot:

  • Modify project settings
  • Manage team members
  • Access billing
  • Change tracking configuration
  • Delete data

Viewer

Read-only access for stakeholders:

  • View analytics dashboards
  • View reports
  • See visitor data
  • Access real-time dashboard

Cannot:

  • Modify any settings
  • Access live chat
  • Manage users
  • Edit tracking configuration
  • Change goals or funnels

Role Comparison

Feature Owner Admin Agent Viewer
View analytics Yes Yes Yes Yes
Create reports Yes Yes Yes No
Live chat access Yes Yes Yes No
Manage tracking Yes Yes No No
Manage team Yes Yes (limited) No No
Configure goals Yes Yes No No
Manage integrations Yes Yes No No
Billing access Yes No No No
Delete project Yes No No No

Accessing User Management

Navigate to user management:

  1. Log in to your GoSquared account
  2. Select your project
  3. Click Settings in the navigation
  4. Select Team from the settings menu
  5. View current team members and their roles

Team Management Tasks

Add New Users

Invite team members to collaborate on your project:

Modify Permissions

Update user roles as team needs change:

Remove Users

Revoke access when team members leave:

Best Practices

Role Assignment

Assign minimum necessary permissions:

Executive stakeholders → Viewer
Marketing analysts → Agent
Project managers → Admin
IT administrators → Admin
Support staff → Agent
Account owner → Owner

Security Recommendations

  1. Regular Audits: Review team access quarterly
  2. Timely Removal: Remove access immediately when team members leave
  3. Principle of Least Privilege: Grant minimum required permissions
  4. Owner Backup: Ensure multiple people know owner credentials
  5. Role Documentation: Maintain list of who has what access
  6. Onboarding Process: Add users with appropriate roles from day one
  7. Offboarding Process: Remove access as part of exit procedures

Common Scenarios

Growing Team

As your team expands:

  1. Start with owner and 1-2 admins
  2. Add agents for support team
  3. Add viewers for executives
  4. Regularly review and adjust roles

Agency Access

When working with agencies:

  1. Create separate projects if needed
  2. Grant admin access for agency leads
  3. Use agent role for agency analysts
  4. Review access when contract ends

Consultant Access

For temporary consultants:

  1. Use viewer or agent role
  2. Set calendar reminder to remove access
  3. Limit to specific projects
  4. Consider using separate login if possible

Account Limits

User Limits by Plan

Plan Max Users
Free 1 user
Starter 3 users
Business 10 users
Enterprise Unlimited

Note: Limits vary by subscription tier. Check your plan details in Settings → Billing.

Troubleshooting

Issue Cause Solution
Cannot add user Plan limit reached Upgrade plan or remove inactive users
Invitation not received Wrong email address Resend invitation with correct email
User cannot access features Insufficient role Update user role to appropriate level
Cannot remove user Attempting to remove owner Transfer ownership first
Duplicate invitations Email sent multiple times Check spam folder, use "Resend" button

Security Considerations

Protecting Your Account

  1. Email Verification: Ensure all team members verify their email
  2. Strong Passwords: Encourage use of password managers
  3. Two-Factor Authentication: Enable where available
  4. Access Reviews: Audit team access regularly
  5. Shared Credentials: Never share login credentials
  6. External Users: Be cautious granting access to external parties

Data Privacy

When adding users:

  • Inform team about data access
  • Ensure compliance with privacy policies
  • Consider data sensitivity when assigning roles
  • Document who has access to customer data

Managing Multiple Projects

If you have multiple projects:

  1. Per-Project Access: Users are added per project, not account-wide
  2. Consistent Roles: Consider using same roles across projects
  3. Project Naming: Use clear names to distinguish projects
  4. Access Matrix: Maintain document of who has access to which projects

Next Steps

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