Manage users

If you have a team of people building UTM tracking URLs, Terminus allows you to collaborate with them using fine-grained permission levels.

Before adding users, it is helpful to understand the available permission levels.

User Roles

• Admin: Can manage everything in the account: projects, users and groups, billing & plans, custom domains, SSO, API keys, and account settings. Only Admins can add, remove, or edit users. Non-owner Admins can do everything except delete the account.
• Power User: Can do everything an Admin can except adding, removing, or editing users and groups. Power Users have write access to all projects in the account and can manage billing, API keys, SSO, custom domains, and account settings. Use this role when someone needs full operational control but user management should stay with your IT/Admin team. Power Users don't see the Manage Users page.
• User: Gets granular, project-level access. Assign them to groups and/or specific projects, and choose which UTM parameters (e.g. utm_campaign, utm_content, utm_term) they can write.

Here’s how you can add users to your account:

1. Go to the Manage Users page

From the top navigation, click on Manage Users in the dropdown.

2. Add a new user

Click Add a User button

3. Add an admin user

1. Enter the Email address of the user
2. Select the Account Administrator checkbox.
3. Click Save

An admin user can manage everything in the account including creating new projects, deleting projects, managing plans & billing, managing other users, etc. However, an admin who is not the owner cannot delete the account.

Even though you can specify groups for Admins, they’ll continue to have full access.

4. Add a Power User

• Enter the Email address of the user.
• Select the Power User checkbox.
• Click Save.

5. Add a non-admin user

It’s also possible to give user-specific access to select projects:

1. Keep Account Administrator and Power User unchecked.
2. Specify any groups this user should be a member of. (NOTE: It’s recommended to use groups to grant permissions instead of assigning them individually.)
3. (Optional) Click Add Project Permission and select a project
4. (Optional) Select the relevant checkboxes to give write permissions (including delete) to those objects. For example, you can allow a user to create new utm_campaign, utm_content, and utm_term values, but not utm_medium and utm_source.
5. After adding the necessary permissions, click Save.

It’s recommended to leave Project Admin unchecked since this prevents the user from changing project configuration or deleting the project. Project Admin permission also allows a user to create and modify conventions, info fields, other such project-level settings, etc.

You can also add multiple users to a group by managing it directly.

6. Invitation email

After you click Save, an email will be sent to the user inviting them to create an account in Terminus. Once they have accepted the invitation, you’ll see it in the All Users section.

If the user doesn’t get the invitation email, you can follow these steps to resolve it.