Organizations and roles

An organization holds the plan, one event allowance, the billing period, the members and their roles. Each project holds one product's data. A person can belong to several organizations, with a separate role in each; switch between them from the menu.

Members are unlimited on every plan.

Organization overview

The organization's Overview adds up its projects for the last 7, 30 or 90 days: sessions, conversions, revenue and events this billing period. It shows every project you can open, and New project to add one.

The overview adds only what can be added. It never adds up unique users, because the same person can use two of your products and people aren't matched across projects. Revenue is shown in the organization's roll-up currency.

The number of projects depends on the plan: 3 on Starter, 10 on Growth, unlimited on Scale and Business.

Roles

Project access:

• Owners and admins open every project, including ones created later.
• Analysts and viewers open only the projects on their membership.

Rabolic checks the role and project access on every request, not only in the menu. The same table is under Members → Role permissions.

Members

Open Members in the organization.

• Invite: an email address, a role (Admin, Analyst or Viewer) and the projects: "All projects, including new ones" or a chosen list. Then Send invite.
• Pending invites: Copy link, Resend or Revoke.
• Members: change a member's role or project access, or Remove them.

Organization settings

Owners and admins can open Settings in the organization:

• the organization's name and URL slug;
• the roll-up currency for organization totals, and the billing email (owner only);
• the billing period, read-only;
• Require two-factor authentication. From then on, a member without two-factor can't open the organization until they turn it on. You need two-factor on your own account first.

Danger zone:

• Leave organization: for members other than the owner.
• Delete organization: owner only. Deletes every project in it. Type the organization's name to confirm.

Your account

Your own pages are under the account menu:

• Profile: your name, and the organizations you belong to, with Open and Leave.
• Notifications: for each topic (alerts, ingestion problems, weekly digest, usage and billing, invitations and access, product updates), choose in-app, email or both.
• Security: change your password (at least 10 characters), set up two-factor sign-in with an authenticator app and backup codes, see where you're signed in, and sign out other devices.