Teams
Teams are an Ultra feature, and there are two separate ways to let somebody in. They exist as two things rather than one because the two situations are genuinely different: bringing a colleague into everything you track is not the same as showing a client their own numbers.
Account-wide access
Account โ Team invites people to the whole account, with one of three roles:
- Viewer sees analytics and nothing else.
- Admin can create and manage sites, but not billing, groups, or team settings.
- Owner can run the team, groups included, but not billing and not deletion of the account.
Enter an email address, pick the role, and press Send invite. Invitations expire after seven days.
If an Ultra subscription lapses, existing members stay listed but become suspended rather than being removed โ so nothing is lost, and everyone comes back when the subscription does.
You can also set a Team name, which is what people see in the account switcher and in the invitation email. Worth setting before you invite anyone.
One site, read-only
Settings โ Collaborators on a site invites someone to that site alone, view-only. They can read the dashboard; every setting stays with you. It is also Ultra, also expires after seven days, and has no role picker, because there is only one thing the role could be.
This is the option for clients and for anyone who needs a number rather than a login to your account.
Accounts created from an invitation cannot create sites of their own. They work inside the owner’s team, which is what makes them safe to hand out.