Team and Account Management

SegMetrics offers comprehensive account settings to configure your workspace according to your business needs. These settings control everything from basic company information to advanced features like dashboard sharing and revenue calculations.

Accessing account settings

1. Click the Gear icon in the upper right of your account
2. Click Account Settings
3. Update your settings as needed
4. Click Save to apply changes

Key account settings explained

Company Information:

• Company Name - Appears in the upper right of your account and helps distinguish multiple accounts
• Account ID - Unique identifier for your account (useful when contacting support)
• Timezone - Sets the timezone for all reports (data remains stored in UTC)
• Currency Format - Changes the currency symbol displayed in reports (no conversion performed)

Advanced Features:

• API Key - Unique key for custom integrations and third-party app connections
• Dashboard Sharing - Allow sharing dashboards with non-account users (updates every 10 minutes)
• Share Key - Optional security key for shared dashboards
• Revenue Calculation Options - Include/exclude failed invoices and deals from revenue totals
• Custom Contact Reports - Choose 2 custom fields to include in contact ledger tables

Managing your personal account

Keep your personal account information current by updating your profile details:

1. Click the Gear icon in the upper right of your account
2. Click Your Profile
3. View or make changes to your information as needed

Your Profile User Settings:

1. First Name - Enter or update the first name of your personal profile user
2. Last Name - Enter or update the last name of your personal profile user
3. Email - Enter or update the email address of your personal profile user
4. Click the Save Changes button to save your changes

Changing your password

1. In Your Profile settings, locate the Password section
2. Click Update Password
3. Enter your current password
4. Type your new password and confirm it by re-entering it
5. Click Save Changes to update your password

Forgot your password? Visit the SegMetrics login page and click "Forgot password" for reset instructions.

Inviting and managing team members

SegMetrics allows you to collaborate with your team by granting controlled access to your account. Single users can belong to multiple accounts, making it convenient for marketing agencies and contractors.

Inviting new team members

1. Click the Gear icon in the top right
2. Click Team
3. Enter the team member's email address
4. Select the permissions level (Owner, Admin, or User)
5. Click Send Invitation

The invitee will receive a welcome email with an invitation link. They can then create their password and access the account.

How invitees accept invitations

When invited to join a SegMetrics team, recipients should:

1. Click the Accept Invitation Link in the email
2. If already logged in - Automatically added to the team
3. If no SegMetrics account exists - Create a free account with email and password
4. If account exists but not logged in - Click "Sign in now" to attach the invite to existing account

Removing team members

1. Click the Gear icon → Team
2. Next to the member's email, click Remove
3. Click OK to confirm removal

Important: To remove team members with "Owner" permissions, you must first change their role to User or Admin.

Setting user permissions and filters

Control what team members can see and access by setting appropriate roles and applying data filters. This helps maintain data privacy while giving users access to relevant information.

User roles and permissions

SegMetrics offers different permission levels to match your team structure:

• Owner - Full account access (requires role change before removal)
• Admin - Administrative access to most features
• User - Standard access with limited administrative capabilities

Applying user filters

Limit what specific users can see by applying data filters to their account:

1. Click Gear icon → Team
2. Click the gear icon next to the team member you want to filter
3. Choose the appropriate role for the user
4. Click the Filter button below the role selection
5. Configure the filter criteria (examples below)
6. Click Update User Access to save

Filter examples and use cases

Example: Facebook Ads Manager If you have a team member who only manages Facebook ads, you can limit their view to relevant data:

1. Click Filter
2. Select Clicked Ad
3. Choose Ad Account
4. Select the Facebook account you want them to see

Result: This user will only see leads and conversions that interacted with the specified Facebook account across all reports and dashboards.

Other filter options include:

• Contact Attributes - Filter by contact properties
• Applied Tag/List - Show only contacts with specific tags
• Has Sales Deal - Filter by deal status
• Purchased Product - Limit to specific product purchasers
• Has Subscription - Filter by subscription status

Frequently Asked Questions

Q: How do I access the Team settings?

A: Click the Gear icon in the top right corner, then select "Team" from the dropdown menu.

Q: What's the difference between Admin and User roles?

A: Admins have broader access to account settings and can manage integrations, while Users have access to reports and basic functionality but limited administrative capabilities.

Q: Can I change a user's filters after they've been set?

A: Yes, you can modify user filters at any time by going to Team settings, clicking the gear icon next to their name, and updating their filter criteria.

Q: What happens when I apply a filter to a user?

A: The filter affects all reports and dashboards that user sees. They'll only see data that matches the filter criteria you've set.

Q: Can users see that they have filters applied?

A: Users will only see the filtered data throughout their account. The filtering is transparent to them - they won't see an indication that their view is limited.

Q: Can I customize which notifications I receive?

A: Currently, you receive all relevant account notifications automatically. Critical alerts like integration failures cannot be disabled as they're essential for account functionality.

Q: Do I get both email and in-app notifications?

A: The notifications described here are in-app only. For email report notifications, check your notification settings in Account Settings.