Add User Access in Woopra | OpsBlu Docs

Add User Access in Woopra

How to invite team members and grant access to Woopra. Covers role assignment, permission levels, API key generation, and onboarding best practices for.

Overview

Adding team members to your Woopra project allows them to view analytics data, create reports, and manage settings based on their assigned role.

Adding Users

Step-by-Step Process

  1. Navigate to Team Settings

    • Log into your Woopra account
    • Click on your project name
    • Go to Settings → Team

  2. Invite New User

    • Click Invite Team Member or Add User button
    • Enter the user's email address
    • Select their role (see roles below)
    • Click Send Invitation

  3. User Accepts Invitation

    • Invited user receives an email
    • They click the invitation link
    • They create/log into their Woopra account
    • Access is automatically granted

Available Roles

Owner

  • Full access to all features
  • Can manage billing and subscription
  • Can add/remove team members
  • Can delete the project
  • Only one owner per project

Admin

  • Can manage team members
  • Access to all analytics features
  • Can create and edit reports
  • Cannot manage billing
  • Cannot delete project

Member

  • Can view all analytics data
  • Can create personal reports
  • Cannot invite or manage users
  • Cannot access billing

Read-Only

  • Can only view existing reports
  • Cannot create or edit reports
  • Cannot access settings
  • Cannot invite users

Bulk User Invitations

For teams adding multiple users:

  1. Go to Settings → Team → Bulk Invite
  2. Enter multiple email addresses (one per line or comma-separated)
  3. Select role for all users
  4. Click Send Invitations

Example format:

john@example.com
sarah@example.com
mike@example.com

Best Practices

Role Assignment

  • Start with Read-Only: Give new team members read-only access initially
  • Upgrade as Needed: Increase permissions based on actual usage
  • Limit Admins: Keep number of admins to minimum required
  • Regular Reviews: Audit team access quarterly

Email Management

// Track when users are added (for your internal records)
woopra.track('team_member_added', {
  invited_email: 'newuser@example.com',
  role: 'member',
  invited_by: 'admin@example.com'
});

Onboarding New Users

After adding users:

  1. Send Welcome Email: Include links to key reports
  2. Schedule Training: Walk through main features
  3. Share Documentation: Provide links to Woopra guides
  4. Set Expectations: Clarify their analytics responsibilities

Common Scenarios

Adding External Consultants

For temporary access:

  1. Create account with Member or Read-Only role
  2. Set reminder to remove access when project ends
  3. Consider using a separate Woopra project for sensitive data

Adding C-Level Executives

For executives who need high-level insights:

  1. Use Read-Only role
  2. Create custom dashboards for their needs
  3. Schedule automated email reports
  4. Keep interface simple and focused

Adding Development Team

For developers implementing tracking:

  1. Give Admin access to technical lead
  2. Give Member access to other developers
  3. Share technical documentation
  4. Provide access to debug/test environment

Troubleshooting

Invitation Not Received

Solutions:

  • Check spam/junk folder
  • Verify email address is correct
  • Resend invitation from Team Settings
  • Try different email address

User Can't Access Project

Check:

  • User has accepted invitation
  • User is logging into correct account
  • Correct project is selected in dropdown
  • No conflicts with existing account

Wrong Role Assigned

To fix:

  1. Go to Settings → Team
  2. Find user in list
  3. Click on their role dropdown
  4. Select correct role
  5. Changes take effect immediately

Security Considerations

Email Verification

  • Woopra sends invitations to verified email addresses only
  • Users must confirm email before accessing project
  • Ensure corporate email addresses are used

Access Control

// Example: Log access control events
woopra.track('user_access_granted', {
  user_email: 'user@example.com',
  role: 'admin',
  granted_by: 'owner@example.com',
  timestamp: Date.now()
});

Two-Factor Authentication

Enable 2FA for team members:

  1. Go to Settings → Security
  2. Require 2FA for all team members
  3. Users set up 2FA on next login
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