{"id":7628,"date":"2021-01-25T15:07:52","date_gmt":"2021-01-25T07:07:52","guid":{"rendered":"https:\/\/devhelp.ptengine.jp\/?post_type=docs&p=7628"},"modified":"2025-04-08T15:14:17","modified_gmt":"2025-04-08T07:14:17","slug":"ptx-collaborative-users","status":"publish","type":"docs","link":"https:\/\/help.ptengine.com\/docs\/ptx-collaborative-users\/","title":{"rendered":"Users and permissions"},"content":{"rendered":"

Member Management<\/strong><\/h1>\n

Ptengine allows you to add team members<\/strong> to collaborate and work together on your projects.<\/p>\n

How to Invite a Member<\/strong><\/h2>\n

Depending on your subscription plan<\/strong>, you can invite members within the allowed limit.<\/p>\n

Steps to Add a Member:<\/strong><\/h3>\n
    \n
  1. \n

    Go to Member Management<\/strong> in Ptengine.
    \n\"\"<\/p>\n<\/li>\n

  2. \n

    Click Add Member, then enter the member\u2019s email address and set permissions.
    \n\"\"<\/p>\n<\/li>\n

  3. \n

    The invited member will receive an email with a link to access Ptengine.<\/p>\n<\/li>\n<\/ol>\n

    Project Member Role Permissions<\/strong><\/h1>\n

    Ptengine allows you to assign different roles and permissions<\/strong> to team members, ensuring the right level of access and control.<\/p>\n

    Below is a detailed breakdown of the permissions available for each role<\/strong> within your project. Use this table to determine the appropriate access level for each team member.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Section<\/th>\nFunction<\/th>\nOwner<\/th>\nAdmin<\/th>\nPublisher<\/th>\nEditor<\/th>\nViewer<\/th>\n<\/tr>\n<\/thead>\n
    Package<\/td>\nUpgrade\/ Change package<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nChrun<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nPayment setting<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nBilling information setting<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCheck historical statement<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    Members management<\/td>\nInvite members<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nChange roles<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nSwitch builder<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nDelete members<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    Project settings<\/td>\nRename the project<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nSet the project domain<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nDelete the project<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nIP exclusion management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nUA exclusion management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nURL combination settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nVisit timeout settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nHeatmap page settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nHeatmap advanced settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nHeatmap third-party test tool Settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nHistorical heatmap management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nEvents management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nPage group management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nConversion management<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nUTM parameter builder<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nAdvertising recognition Setting<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCustomize traffic source Settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nUser profile settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCSV user profile uploading (Internal gray function\uff09<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCross-domain settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nIntegration<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    Insight<\/td>\nSegmentation saving<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n<\/tr>\n
    <\/td>\nHeatmap block settings<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    Experience<\/td>\nCampagin creating<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCampaign editing<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCampaign delete<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCampaign publish\u3001scheduled publish\u3001updates after publishing<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nStop the campaign\u3001untiming<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCopy the campaign<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nRename the campaign<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nStop version of a\/b testing<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nAdd a user group<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nDelete a user group<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nEdite a user group<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nCopy a user group<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nAdd a goal<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nDelete a goal<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n
    <\/td>\nEdit the goal<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u2705<\/td>\n\u274c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

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