Who can do what
Viewers read reports, Editors also manage goals, and Admins also manage sites and settings.
Reference1 min read
People get Insights Orbit from your organisation in Orbit, under Members. Their role in Insights Orbit then decides what they can do.
Read every report and goal, and download tables as CSV
Viewer
Yes
Editor
Yes
Admin
Yes
Add, change and delete goals
Editor
Yes
Admin
Yes
Connect an AI assistant that reads for you
Viewer
Yes
Editor
Yes
Admin
Yes
Labels, funnels, segments, dashboards, summary emails and alerts
Editor
Yes
Admin
Yes
Add sites and change their settings, including events from other satellites
Admin
Yes
Share dashboards, connect Search Console, make API keys and set up the S3 export
Admin
Yes
Choose people's roles and read the audit trail
Admin
Yes
Download or erase a known user's events
Admin
Yes
Delete test traffic from a site by address and time
Admin
Yes
| Viewer | Editor | Admin | |
|---|---|---|---|
| Read every report and goal, and download tables as CSV | Yes | Yes | Yes |
| Add, change and delete goals | Yes | Yes | |
| Connect an AI assistant that reads for you | Yes | Yes | Yes |
| Labels, funnels, segments, dashboards, summary emails and alerts | Yes | Yes | |
| Add sites and change their settings, including events from other satellites | Yes | ||
| Share dashboards, connect Search Console, make API keys and set up the S3 export | Yes | ||
| Choose people's roles and read the audit trail | Yes | ||
| Download or erase a known user's events | Yes | ||
| Delete test traffic from a site by address and time | Yes |
- Owners and admins in Orbit are always Admins in Insights Orbit.
- Members start as Viewers. An Admin can make them Editors under People.
- Only owners in Orbit can erase sites, goals and the rest for good from the bin.
When an organisation has no plan for Insights Orbit, or its trial or plan has ended, everyone can still read the reports, and nothing can be changed until an owner chooses a plan under Billing in Orbit. After a trial or plan ends, Insights Orbit is paused: visits are not counted, and summaries and alerts stop. Nothing is deleted.
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Set up goalsSay what counts as success on a site, such as reaching a thank-you page or sending a form, and see how often visits get there.Change a site's settingsRename a site, change its addresses, switch automatic events off, leave out your own visits, let visitors opt out and delete test traffic.