Setting Up User Accounts and Permissions in GrowthBook
Last updated December 8, 2023
Introduction: Effective user management is crucial for maintaining the security and efficiency of any data-driven platform. In GrowthBook, setting up user accounts and permissions correctly is key to ensuring that team members have appropriate access to the tools and data they need. This article will guide you through the process of creating user accounts and configuring permissions in GrowthBook, helping you maintain a secure and organized environment for your team's experimentation and feature management efforts.
Step-by-Step Guide:
- Understanding GrowthBook’s User Roles:
- Familiarize yourself with the different user roles available in GrowthBook, such as Administrator, Editor, and Viewer. Understand the permissions and capabilities associated with each role.
- Example: Administrators can manage all aspects of the platform, while Editors may only have access to experiment creation and analysis.
- Accessing the User Management Panel:
- Log into your GrowthBook account and navigate to the user management section. This is typically found in the settings or administration area of the platform.
- Example: Click on 'Settings' and select 'User Management' from the dropdown menu.
- Creating New User Accounts:
- Start adding new users by entering their email addresses and assigning them a role. Ensure that the role aligns with their responsibilities and access needs.
- Example: Add a new team member as an 'Editor' to allow them to create and manage experiments.
- Setting Up Authentication:
- Choose an authentication method for new users. This could be through email verification, single sign-on (SSO), or other secure methods supported by GrowthBook.
- Example: Set up SSO using your organization’s identity provider to streamline the login process.
- Customizing Permissions:
- If needed, customize permissions for individual users or roles. This can include access to specific projects, data sources, or administrative settings.
- Example: Restrict a user's access to only certain experiments or data sources relevant to their role.
- Reviewing and Confirming Account Settings:
- Review the accounts and permissions for accuracy. Confirm that each user has the appropriate level of access and that all settings are correctly configured.
- Example: Double-check that all team members have the correct roles and access to the necessary projects.
- Providing Initial Training and Resources:
- Offer training and resources to new users to help them get started with GrowthBook. This can include documentation, tutorials, or hands-on training sessions.
- Example: Organize a training session to walk new users through GrowthBook’s features and best practices.
- Regularly Reviewing and Updating Accounts:
- Periodically review user accounts and permissions to ensure they remain up-to-date with team changes and evolving access needs.
- Example: Conduct a quarterly audit of user roles and permissions to ensure they align with current team structures and responsibilities.
Conclusion: Setting up user accounts and permissions in GrowthBook is a straightforward process that plays a vital role in maintaining the security and efficiency of your experimentation platform. By following these steps, you can ensure that your team has the right access to drive data-driven decisions effectively.