Trackian 101: Onboarding

This is the information, which all new customers of Trackian should have a look at in order to have a proper start with our platform.

By Zlatan Ivanov

• 4 articles

Getting Started: An Onboarding Guide

Overview Welcome to Trackian! This guide walks you through setting up your account and getting your first insights in under an hour. Whether you're running an e-commerce store or generating leads for your business, we'll help you connect your marketing platforms, create dashboards, and start seeing what's really driving your results. Each section covers essential setup tasks with clear explanations of why they matter. These steps are designed to get you from zero to actionable insights as quickly as possible. Basic Setup Connect Your Website Platform For E-commerce Stores: Connect your Shopify, WooCommerce, or Magento store first. This imports your orders, products, and customer data - the foundation for all your profit calculations. Coming soon: OpenCart, BigCommerce, and PrestaShop are in beta. Email us at support@trackian.com to be first in line when they're ready. For Lead Generation Sites: Set up custom conversion events to track your leads, form submissions, and other key actions. We'll help you measure what matters for your service business. Why it matters: This is your source of truth - whether it's revenue from sales or value from leads, this data powers everything else. Link Your Ad Platforms Connect the platforms where you're running ads: - Google Ads - Meta (Facebook/Instagram) Ads - TikTok Ads We pull data directly from their APIs - no middleman, no manipulation, just the truth about your ad performance. Bonus: Add Google Search Console to see your organic search performance alongside paid channels. Add Google Analytics 4 GA4 is the foundation we build on. We blend all your channel data with GA4 to give you rich insights into user behavior: - Conversion funnels - Customer journeys - Ecommerce and other custom events - Pages visited - Time on site - And much more Pro tip: We'll show you metrics GA4 can't calculate alone - like actual profit per channel or true cost per lead including all your expenses. Create Your First Project Understanding Projects One project = one domain (or subdomain). If you have different domains for different markets (like .com for US and .co.uk for UK), each counts as a separate project. Historical data: We'll extract up to 3 years of data from each platform (depending on what their API allows), so you can spot long-term trends immediately. Choose Your Dashboard View 1. Trackian Discover Your single project command center. See all channels, campaigns, and performance metrics for one domain in a unified view. This is where you'll spend most of your time understanding what's working. 2. Trackian Hub The multi-project overview. Perfect for: - Agencies managing multiple clients - Businesses with multiple domains - Anyone who wants to see top KPIs at a glance Set your most important KPIs and see red/yellow/green indicators showing whether you're hitting targets across all projects. 3. Analysis Breakdowns Deep-dive dashboards for each platform: - Facebook Ads campaigns - Google Ads performance - TikTok Ads metrics - Google Search Console data See campaign-level details, ad set performance, and everything you need to optimize each channel. Set Your KPIs and Targets Configure Trackian Hub Even if you have just one project, the Hub view is where you: - Select your most important KPIs - Set monthly targets for each metric - Track progress with visual indicators What you can track: ROAS, CPA, conversion rate, revenue, leads, profit margins - choose what matters most for your business. Customize Your View While dashboards are predefined for consistency, you can: - Select which metrics to display - Hide metrics that aren't relevant - Focus on what drives your business Enhance Your Data Quality Add Your Costs Real profit (or true cost per lead) needs real costs. Add these expenses: - Cost of goods sold (COGS) - Agency fees - Administrative costs - Any custom expenses Impact: This transforms "revenue" into "profit" or shows your true "cost per lead" - the numbers that actually matter. Explore "What Changed?" Once your platforms are connected and data is flowing, use our "What Changed?" analysis to understand: - Why metrics shifted - What caused improvements or declines - Which factors correlate with success No setup needed - just navigate to the feature and start exploring. Activate Monitoring with Trackian Sentinel Anomaly Detection Trackian Sentinel monitors up to 60 metrics daily and sends critical alerts when something unusual happens. You'll get notified via: - Email alerts - In-app dashboard notifications What we watch: Traffic spikes, conversion drops, unusual ad spend, inventory issues, lead quality changes, and more. Peace of mind: Never miss an opportunity or problem again - Sentinel has your back 24/7. Collaborate with Your Team Add Team Members Invite your team to collaborate - there's no limit on users. Currently, all users have full access to all projects in your account. To add users: Go to Settings > Users > Add User Share Specific Dashboards Need to share a specific view without giving full access? Use the Share button on any dashboard to: - Send a view-only link to specific email addresses - Share project-level insights with stakeholders - Provide platform-specific data to specialists How to share: Click the "Share" button on any dashboard, enter the recipient's email, and they'll receive a secure link to view that specific data. Data & Refresh Schedule Data Updates Your data refreshes once daily, pulling the latest information from all connected platforms. This ensures you're always working with current data while maintaining platform stability. Historical Data Loading When you first connect: - Day 1: Initial connection and validation - 24-48 hours: Up to 3 years of historical data loads - Day 3+: Daily refreshes keep everything current Support & Help Need Assistance? - Live Chat: Available during business hours - Help Center: Detailed guides and tutorials - Direct Support: Contact Martin Zhelyazkov at martin@trackian.com for software-related questions Common Questions Q: How much historical data can I access? A: Up to 3 years, depending on what each platform's API provides. Q: Can I connect multiple domains? A: Yes! Each domain is a separate project. Use Trackian Hub to monitor all of them together. Q: What's the difference between e-commerce and lead gen setup? A: E-commerce connects directly to your store platform. Lead generation uses custom conversion events to track your specific goals. Q: How do I know if my data is accurate? A: We pull directly from platform APIs - it's the same data you see in Google Ads, Meta Ads, etc., just organized better. Why This Matters You're not here to collect data. You're here to make better decisions that grow your business. Every connection you make and every cost you add brings you closer to the truth about what's working. Whether you're selling products or generating leads, Trackian gives you the unified view you need to optimize performance and increase profitability. Remember our promise: We do KPI Dashboards. You do PROFIT. Welcome to Trackian - let's grow your business together! 🚀

Last updated on Oct 17, 2025

Frequently Asked Questions about Trackian

Getting Started What exactly does Trackian do, and who is it for? Trackian centralizes, blends, and analyzes marketing and sales data into customizable dashboards, delivers AI-powered insights, and helps agencies, advertisers, and online stores optimize campaigns and margins. It's designed for small to mid-size e-commerce stores, digital agencies, and marketing teams who want fast and reliable access to their most important KPIs. How long does implementation and onboarding take? For a standard e-commerce store, setup takes about an hour. Historical data extraction completes within 24-48 hours. We provide onboarding support and a hypercare period to ensure your smooth start with the platform. Do you offer a demo or free trial? Yes! You can request a demo meeting. Additionally, we offer a 14-day free trial period to validate integrations and dashboards before committing. Contact sales@trackian.com for details. I'm new to analytics. Is Trackian easy to use? Absolutely. Our dashboards are predefined and intuitive. You don't need technical skills - if you can read a report, you can use Trackian. Setup takes about an hour, and our support team is here to help. Data & Accuracy How can I be sure your data is accurate? Trackian connects directly to your data sources via official APIs - no manual copying or manipulation. All numbers are pulled directly from platforms and automatically cross-checked. You can compare our reports to your raw platform data anytime for verification. Why do my platform numbers differ from Trackian? Ad platforms often overreport by 30-50% due to attribution conflicts (like view-through attribution). Trackian blends data with GA4 to show true performance, eliminating double-counting and showing each conversion only once. Will my historical data backfill? Yes, we extract up to 3 years of historical data from each platform (depending on their API limits). This process takes 24-48 hours after initial connection. How often does data refresh? Data refreshes once daily, pulling the latest information from all connected platforms. This ensures you're working with current data while maintaining platform stability. What is blended data and why does it matter? Blended data combines platform data with GA4 to eliminate overattribution. Instead of each platform claiming the same sale, you see the truth about which channels actually drive revenue, plus enriched insights like product-level performance per campaign and breakdowns into user behavior. Integrations & Platforms What integrations and channels do you support? Google Ads, Meta (Facebook) Ads, TikTok Ads, Google Analytics 4, Google Search Console, Shopify, WooCommerce, Magento My integration is showing as disconnected. What happened? Common reasons: you changed your password on the platform, the access token expired, or the connected email lost permissions to that account. Simply reconnect with valid credentials to restore data flow. Can I connect multiple domains/stores? Yes! Each domain is a separate project. Use Trackian Hub to monitor all projects in one view. Perfect for agencies or businesses with multiple websites. What if I use a custom platform or ERP? Contact martin@trackian.com to discuss custom API connections or CSV import options tailored to your system. Do you support lead generation websites, not just e-commerce? Yes! For service businesses, we track custom conversion events instead of purchases. You'll see cost per lead, ROI by channel, and all the same powerful insights. Features & Functionality What dashboards are available? - Trackian Discover: Single project overview with all channels - Trackian Hub: Multi-project view with KPI monitoring - Analysis Breakdowns: Platform-specific deep dives (Facebook, Google, TikTok, GSC) Can I customize dashboards? Currently, dashboards are predefined for consistency, but you can select which metrics to display and hide ones that aren't relevant to your business. Can I export data to CSV or Excel? Yes, Trackian supports data exports in CSV/Excel format. How does Trackian Sentinel (anomaly detection) work? Sentinel monitors up to 60 metrics daily and automatically alerts you to anomalies via email and in-app notifications. No configuration needed - it learns your normal patterns and flags unusual changes. Do you track profit, not just revenue? Yes! Add your COGS (as percentage or CSV import) and custom expenses. We'll calculate net profit, true ROAS (POAS - profit on ad spend), and show which products/channels actually make money. How do you handle organic search data when Google hides search terms? Our ML models blend Google Search Console with GA4 to identify "unknown" search terms with high confidence, and in addition showing you exactly which organic keywords drive revenue. Account Management Can I add team members? Yes, as per your plan's limitations. Currently, all users have full access to all projects. You can also share specific dashboards via email without giving full account access. I manage multiple clients/brands. Can Trackian handle this? Absolutely! Our multi-project setup is perfect for agencies. Trackian Hub gives you a unified view with KPI cards for each client, showing performance at a glance. How do I set KPIs and targets? In Trackian Hub, set monthly targets for your key metrics. You'll see red/yellow/green indicators showing progress and whether you're on track to hit goals. Can I share reports with clients or stakeholders? Yes! Use the Share button on any dashboard to send view-only access to specific email addresses. Perfect for client reporting without giving account access. Costs & Pricing How is Trackian priced? Subscription-based (monthly or annual) with different plans based on your needs. Annual plans offer better value. Visit our pricing page or contact sales@trackian.com for details. Is there a limit on users or data? Data limits and user count depend on your plan tier. Contact us if you have high-volume needs. Can I add shipping costs and other expenses? Currently, you can add COGS (general percentage or CSV import) and custom expenses (fixed or variable). Shipping and payment gateway fees are coming soon. How is payment processed? Payments via credit/debit card or bank transfer (enterprise). Managed securely through Stripe with automatic invoicing and full payment history visibility. Can I cancel my subscription? Yes, you can cancel anytime according to your plan terms. Monthly subscriptions end at the billing cycle. No hidden fees or lock-ins. Privacy & Security Is Trackian GDPR compliant? Yes, we process data securely with a published privacy policy. For EU clients, GDPR compliance is covered in our terms. Enterprise clients can discuss DPA agreements and data localization. Do you offer 2-factor authentication? Yes, we support 2FA for enhanced account security. Enable it in your account settings to require a verification code at login. How do I delete customer data (GDPR requests)? As the data controller, you can submit deletion requests through Settings > Customer Data Deletion. We process these as your data processor in compliance with privacy regulations. Where is my data stored? Data is stored securely in compliance with international standards. Enterprise clients can discuss specific data residency requirements. Technical & Troubleshooting Do you have an API? Not a public one yet. Soon you will be able to use it for custom integrations, data exports, or connecting to your data warehouse. Why is my data not showing? New connections take 24-48 hours for historical data extraction. If data is missing after 48 hours, check that your integrations are properly connected and contact support. Can you handle high-volume stores? Yes, Trackian scales with your business. We handle everything from startups to multi-million dollar operations without performance issues. What browsers do you support? Trackian works on all modern browsers (Chrome, Firefox, Safari, Edge). For best experience, use the latest version of your preferred browser. Support What support is available? - Live chat during business hours - Email support at martin@trackian.com - Help Center with guides and tutorials - Customer Success Manager for Growth/Scale plans I need help with setup. Who can assist? Contact Martin Zhelyazkov at martin@trackian.com for any software-related questions or setup assistance. Do you offer training? Yes, we provide onboarding support and training. Growth and Scale plans include dedicated Customer Success Manager sessions. Common Issues My Facebook ROAS looks different in Trackian vs Facebook Ads Manager This is normal and expected. We show both Facebook's own attribution and GA4 attribution side by side, so you can see the difference. Trackian Attribution (coming soon) will provide our proprietary attribution model for even more accurate insights. Can I track offline sales or custom events? Yes! Use custom expenses to add offline marketing costs, and we can work with you to import offline sales data. My integration keeps disconnecting Usually due to password changes or expired tokens. Ensure the connected email maintains admin access to all platforms you're tracking. How do I track products without sales? Our "Product Losers" analysis shows products with high views but no purchases - these waste ad spend. You can automatically exclude them from campaigns. Advanced Features What AI features are included? - Trackian Sentinel for anomaly detection - "What Changed?" analysis for understanding metric shifts - ML-powered organic search term identification - Performance predictions based on current trends Can I set up custom conversion events? Yes, especially important for lead generation sites. We'll help you track form submissions, signups, or any custom goal as conversions. Do you support multi-currency? Yes, we automatically convert all data to your primary currency using real-time exchange rates for consistent reporting across international campaigns. Can I track competitor data or benchmarks? Not currently, but we're developing benchmark features to compare your performance against industry standards. *Can't find your answer? Contact Martin Zhelyazkov at *martin@trackian.com

Last updated on Oct 09, 2025

Managing User Access in Google Analytics 4: A Complete Guide

The Importance of Proper User Management in GA4 Effective user management in Google Analytics 4 is crucial for maintaining data security while enabling team collaboration. Rather than sharing a single set of login credentials across your organization—which poses significant security risks—GA4's access management system allows you to grant individualized permissions tailored to each team member's responsibilities. This approach offers several key benefits: Enhanced Security: By eliminating credential sharing, you reduce the risk of unauthorized access and maintain better accountability for all actions taken within your analytics account. Efficient Collaboration: Multiple stakeholders can work simultaneously within GA4, from marketers reviewing campaign performance to developers implementing tracking configurations, all without interfering with each other's workflows. Granular Control: Assign precise permission levels that match job functions, ensuring team members can perform their duties without accessing sensitive data or critical settings they don't need. Simplified Auditing: Track who made specific changes and when, creating a clear audit trail for compliance and troubleshooting purposes. Streamlined Workflows: Eliminate the need to export and email reports manually—authorized users access live data directly within the platform. Understanding GA4's Two-Tier Access Structure Google Analytics 4 organizes permissions across two distinct hierarchical levels: Account-Level Permissions This top-tier access governs your entire GA4 account and all properties contained within it. Users with account-level permissions can perform organization-wide tasks such as: - Creating new properties or data streams - Managing account-level configurations and integrations - Overseeing user permissions across all properties - Accessing billing and subscription settings Account-level access is typically reserved for executives, IT administrators, and senior analytics managers who need oversight across multiple websites or applications. Property-Level Permissions Property-level access applies to individual GA4 properties (typically representing a single website, app, or digital property). Users at this level can: - Configure tracking for specific data streams - Create custom events, conversions, and audiences - Build and customize reports and explorations - Manage integrations specific to that property This granular approach works well for agencies managing multiple clients, or organizations where different teams oversee separate digital properties. Pro tip: Tools like Trackian simplify permission management by allowing you to control user roles and access levels directly from your WordPress dashboard, eliminating the need to constantly navigate GA4's admin interface. GA4 Permission Roles Explained When assigning access, you'll choose from four standard roles, each with progressively broader capabilities: Viewer Role Best for: Stakeholders, executives, clients who need reporting visibility Viewers have read-only access to all reports and configuration settings. They can view performance data, create personal annotations, and export reports, but cannot modify any settings or create shared assets. Analyst Role Best for: Data analysts, marketing strategists, performance specialists Analysts can explore data using GA4's advanced analysis tools, create custom segments and audiences, and build explorations that can be shared with others. However, they cannot alter property settings or manage tracking configurations. Editor Role Best for: Marketing managers, web analysts, campaign specialists Editors have broad operational access. They can modify property settings, set up conversion events, manage advertising integrations, create shared reports, and configure most property-level features. Editors cannot manage user permissions. Administrator Role Best for: Analytics leads, IT administrators, agency owners Administrators have complete control, including all Editor capabilities plus the ability to add or remove users, assign permissions, and manage high-level account settings. This role should be granted sparingly. Step-by-Step: Granting GA4 Access to New Users Follow this process to add team members to your Google Analytics 4 property: 1. Access Your GA4 Account Navigate to analytics.google.com and authenticate using your administrator credentials. Choose the relevant GA4 property from your account list. 2. Open Administrative Settings Locate the gear icon (Admin) in the lower-left navigation panel and click to open the administrative interface. 3. Choose Your Access Level Decide whether you're granting account-wide or property-specific access. In the Admin panel's column structure, select either the Account or Property column based on your needs. 4. Navigate to User Management Within your chosen column (Account or Property), click on "Access Management" to view current users and permissions. 5. Initiate User Addition Click the blue "+" button in the upper-right corner, then select "Add Users" from the dropdown menu. 6. Provide User Details Enter the email address associated with the user's Google account. For multiple users, you can add several email addresses separated by commas. 7. Configure Email Notification Enable the checkbox to automatically notify the user via email about their new access—this is recommended for transparency and onboarding. 8. Assign Appropriate Permissions Select the role that matches the user's responsibilities: Viewer, Analyst, Editor, or Administrator. Consider granting the minimum access necessary for them to complete their work. 9. Confirm and Complete Click "Add" to finalize the process. The user will immediately gain access and receive a notification email if you enabled that option. The new user will now appear in your Access Management list with their assigned role clearly indicated. Revoking User Access When Needed Team structures change, and you may need to remove access for former employees, contractors, or partners: 1. Navigate to Access Management: Follow steps 1-4 above to reach the user list 2. Locate the User: Use the search function or scroll through the list to find the specific email address 3. Open User Options: Click the three-dot menu icon adjacent to the user's email 4. Select Remove Access: Choose this option from the dropdown menu 5. Confirm Removal: Click "Remove" in the confirmation dialog to permanently revoke access The user will immediately lose access to the account or property, with no notification sent. Security reminder: Regularly audit your GA4 user list (quarterly or when team changes occur) to ensure only current team members have access. Remove inactive or unnecessary users promptly to maintain optimal security.

Last updated on Oct 22, 2025

Управление на достъпа на потребителите в Google Analytics 4: Пълно ръководство

Значението на правилното управление на потребителите в GA4 Ефективното управление на потребителите в Google Analytics 4 (GA4) е от решаващо значение за поддържането на сигурността на данните, като същевременно позволява екипно сътрудничество. Вместо да споделяте един и същ набор от данни за вход в цялата си организация – което крие значителни рискове за сигурността – системата за управление на достъпа на GA4 ви позволява да предоставяте индивидуални разрешения, съобразени с отговорностите на всеки член на екипа. Този подход предлага няколко ключови предимства: - Повишена сигурност: Като елиминирате споделянето на данни за вход, вие намалявате риска от неоторизиран достъп и поддържате по-добра отчетност за всички действия, предприети във вашия акаунт в Analytics. - Ефективно сътрудничество: Множество заинтересовани страни могат да работят едновременно в GA4 – от маркетолози, преглеждащи ефективността на кампаниите, до разработчици, внедряващи конфигурации за проследяване – всичко това, без да се намесват взаимно в работните си процеси. - Детайлен контрол: Задавайте прецизни нива на разрешения, които съответстват на длъжностните характеристики, като гарантирате, че членовете на екипа могат да изпълняват задълженията си, без да имат достъп до чувствителни данни или критични настройки, от които не се нуждаят. - Опростен одит: Проследявайте кой какви конкретни промени е направил и кога, създавайки ясна одитна пътека за целите на съответствието и отстраняването на проблеми. - Оптимизирани работни потоци: Елиминирайте необходимостта от ръчно експортиране и изпращане на отчети по имейл – оторизираните потребители имат достъп до данните на живо директно в платформата. Разбиране на двустепенната структура на достъпа в GA4 Google Analytics 4 организира разрешенията на две отделни йерархични нива: Разрешения на ниво „Акаунт“ Този достъп от най-високо ниво управлява целия ви GA4 акаунт и всички собствености, съдържащи се в него. Потребителите с разрешения на ниво „Акаунт“ могат да изпълняват задачи в целия акаунт, като например: - Създаване на нови собствености или потоци от данни - Управление на конфигурации и интеграции на ниво „Акаунт“ - Надзор на потребителските разрешения във всички собствености - Достъп до настройките за плащане и абонамент Достъпът на ниво „Акаунт“ обикновено е запазен за ръководители, ИТ администратори и старши мениджъри по анализи, които се нуждаят от надзор върху множество уебсайтове или приложения. Разрешения на ниво „Собственост“ Достъпът на ниво „Собственост“ се отнася за отделни GA4 собствености (обикновено представляващи един уебсайт, приложение или дигитална собственост). Потребителите на това ниво могат да: - Конфигурират проследяване за конкретни потоци от данни - Създават персонализирани събития, реализации и аудитории - Изграждат и персонализират отчети и изследвания (explorations) - Управляват интеграции, специфични за тази собственост Този детайлен подход работи добре за агенции, управляващи множество клиенти, или организации, където различни екипи наблюдават отделни дигитални собствености. Професионален съвет: Инструменти като Trackian опростяват управлението на разрешенията, като ви позволяват да контролирате потребителските роли и нивата на достъп директно от таблото си за управление в WordPress, елиминирайки необходимостта постоянно да навигирате в административния интерфейс на GA4. Обяснение на ролите с разрешения в GA4 Когато задавате достъп, ще избирате от четири стандартни роли, всяка с прогресивно по-широки възможности: Роля „Читател“ (Viewer) - Най-подходяща за: Заинтересовани страни, ръководители, клиенти, които се нуждаят от видимост върху отчетите - Читателите имат достъп само за четене до всички отчети и настройки на конфигурацията. Те могат да преглеждат данни за ефективността, да създават лични пояснения и да експортират отчети, но не могат да променят никакви настройки или да създават споделени активи. Роля „Анализатор“ (Analyst) - Най-подходяща за: Анализатори на данни, маркетинг стратези, специалисти по ефективност - Анализаторите могат да изследват данни с помощта на усъвършенстваните инструменти за анализ на GA4, да създават персонализирани сегменти и аудитории и да изграждат изследвания (explorations), които могат да бъдат споделяни с други. Те обаче не могат да променят настройките на собствеността или да управляват конфигурациите за проследяване. Роля „Редактор“ (Editor) - Най-подходяща за: Маркетинг мениджъри, уеб анализатори, специалисти по кампании - Редакторите имат широк оперативен достъп. Те могат да променят настройките на собствеността, да настройват събития за реализация, да управляват рекламни интеграции, да създават споделени отчети и да конфигурират повечето функции на ниво „Собственост“. Редакторите не могат да управляват потребителски разрешения. Роля „Администратор“ (Administrator) - Най-подходяща за: Водещи анализатори, ИТ администратори, собственици на бизнеса - Администраторите имат пълен контрол, включително всички възможности на Редактора, плюс възможността да добавят или премахват потребители, да задават разрешения и да управляват настройки на високо ниво в акаунта. Тази роля трябва да се предоставя пестеливо. Стъпка по стъпка: Предоставяне на GA4 достъп на нови потребители Следвайте този процес, за да добавите членове на екипа към вашата собственост в Google Analytics 4: 1. Влезте във вашия GA4 акаунт Отидете на analytics.google.com и влезте с вашите администраторски данни. Изберете съответната GA4 собственост от списъка с акаунти. 2. Отворете административните настройки Намерете иконата със зъбно колело (Администриране) в долния ляв навигационен панел и кликнете, за да отворите административния интерфейс. 3. Изберете вашето ниво на достъп Решете дали предоставяте достъп за целия акаунт или за конкретна собственост. В колонната структура на панела „Администриране“ изберете колона „Акаунт“ или „Собственост“ въз основа на вашите нужди. 4. Отидете до „Управление на достъпа“ В избраната от вас колона („Акаунт“ или „Собственост“) кликнете върху „Управление на достъпа“, за да видите настоящите потребители и разрешения. 5. Започнете добавяне на потребител Кликнете върху синия бутон „+“ в горния десен ъгъл, след което изберете „Добавяне на потребители“ от падащото меню. 6. Въведете данните на потребителя Въведете имейл адреса, свързан с Google акаунта на потребителя. За няколко потребители можете да добавите няколко имейл адреса, разделени със запетаи. 7. Конфигурирайте известие по имейл Активирайте квадратчето за отметка, за да уведомите автоматично потребителя по имейл за новия му достъп – това се препоръчва за прозрачност и по-лесно въвеждане. 8. Задайте подходящи разрешения Изберете ролята, която съответства на отговорностите на потребителя: Читател, Анализатор, Редактор или Администратор. Обмислете предоставянето на минималния необходим достъп, за да могат да си свършат работата. 9. Потвърдете и завършете Кликнете върху „Добавяне“, за да финализирате процеса. Потребителят веднага ще получи достъп и ще получи имейл с известие, ако сте активирали тази опция. Новият потребител вече ще се показва във вашия списък за управление на достъпа с ясно посочена зададена роля. Отнемане на потребителски достъп при необходимост Екипните структури се променят и може да се наложи да премахнете достъп на бивши служители, изпълнители или партньори: - Отидете до „Управление на достъпа“: Следвайте стъпки 1-4 по-горе, за да стигнете до списъка с потребители - Намерете потребителя: Използвайте функцията за търсене или превъртете списъка, за да намерите конкретния имейл адрес - Отворете опциите за потребителя: Кликнете върху иконата с три точки до имейла на потребителя - Изберете „Премахване на достъпа“: Изберете тази опция от падащото меню - Потвърдете премахването: Кликнете върху „Премахване“ в диалоговия прозорец за потвърждение, за да отнемете трайно достъпа Потребителят незабавно ще загуби достъп до акаунта или собствеността, като няма да му бъде изпратено известие. Напомняне за сигурност: Редовно правете одит на списъка си с потребители в GA4 (на тримесечие или при промени в екипа), за да сте сигурни, че само настоящи членове на екипа имат достъп. Премахвайте неактивните или ненужните потребители своевременно, за да поддържате оптимална сигурност.

Last updated on Oct 22, 2025