Managing Team Members
Reporting is a team effort. Whether you have media buyers actively building queries or account managers who just need to view the configurations, Metric Might makes collaboration simple.
Unlike legacy software that charges you a “per-seat license” every time you hire a new employee, Metric Might offers absolutely unlimited team members on the Agency Plan.
Here is how to invite your team and manage their permissions.
1. Inviting a New Team Member
To add a colleague to your workspace:
- Open the Metric Might Web App and navigate to the Team tab in the main left-hand menu.
- Click the Add Team Member button in the top right corner.
- Enter their email address and select their Role (see definitions below).
- Click Send Invitation.
The Invitation Flow: The invited team member will receive an automated email from Metric Might containing a secure confirmation link. They must click that link to accept the invitation and set up their login. You can monitor pending invites from the Invitations tab.
2. Roles & Permissions
To keep your billing secure and your queries safe, Metric Might offers three distinct permission tiers. There is no limit to the number of people you can assign to each role.
Admin
The highest level of access. Admins have full control over the workspace, including the billing portal.
- Can: Create, edit, and run queries; manage project settings; invite and remove team members; manage Stripe payment details; and upgrade or cancel the subscription.
- Best for: Agency Founders and Directors of Paid Media.
Editor
The standard role for active users who need to build reports, but shouldn’t have access to the company credit card.
- Can: Create, edit, and run queries; view project settings; and view the list of team members.
- Cannot: Invite new users, change billing details, or alter the subscription.
- Best for: Media Buyers, Data Analysts, and Account Executives.
Viewer
A read-only role for users who need visibility into how data is flowing, but shouldn’t be able to alter any configurations.
- Can: View queries, project settings, and team members.
- Cannot: Edit queries, trigger manual refreshes from the Web App, or change any settings.
- Best for: Clients (if you choose to invite them) or Junior Analysts in training.
3. Managing Existing Members
From the main Team Members table, Admins can easily manage the workspace.
Click the three-dot menu (⋮) next to any active user to:
- Change Role: Instantly upgrade an Editor to an Admin, or downgrade an Admin to an Editor.
- Revoke Access: Remove a user from the workspace immediately. (Perfect for offboarding employees when they leave your agency).
What’s Next?
Now that your team is in the platform, make sure they know how to navigate the query builder!
- Query Basics (Share this with your new Editors so they know how to slice and pivot data)
- Account Limits Explained (Understand how unlimited ad accounts work on your Agency Plan)
