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Users and permissions

Topics

Member Management #

Ptengine allows you to add team members to collaborate and work together on your projects.

How to Invite a Member #

Depending on your subscription plan, you can invite members within the allowed limit.

Steps to Add a Member:

  1. Go to Member Management in Ptengine.

  2. Click Add Member, then enter the member’s email address and set permissions.

  3. The invited member will receive an email with a link to access Ptengine.

Project Member Role Permissions #

Ptengine allows you to assign different roles and permissions to team members, ensuring the right level of access and control.

Below is a detailed breakdown of the permissions available for each role within your project. Use this table to determine the appropriate access level for each team member.

Section Function Owner Admin Publisher Editor Viewer
Package Upgrade/ Change package ✅ ❌ ❌ ❌ ❌
Chrun ✅ ❌ ❌ ❌ ❌
Payment setting ✅ ❌ ❌ ❌ ❌
Billing information setting ✅ ❌ ❌ ❌ ❌
Check historical statement ✅ ❌ ❌ ❌ ❌
Members management Invite members ✅ ✅ ❌ ❌ ❌
Change roles ✅ ✅ ❌ ❌ ❌
Switch builder ✅ ❌ ❌ ❌ ❌
Delete members ✅ ✅ ❌ ❌ ❌
Project settings Rename the project ✅ ✅ ❌ ❌ ❌
Set the project domain ✅ ✅ ❌ ❌ ❌
Delete the project ✅ ❌ ❌ ❌ ❌
IP exclusion management ✅ ✅ ❌ ❌ ❌
UA exclusion management ✅ ✅ ❌ ❌ ❌
URL combination settings ✅ ✅ ❌ ❌ ❌
Visit timeout settings ✅ ✅ ❌ ❌ ❌
Heatmap page settings ✅ ✅ ✅ ✅ ❌
Heatmap advanced settings ✅ ✅ ✅ ✅ ❌
Heatmap third-party test tool Settings ✅ ✅ ✅ ✅ ❌
Historical heatmap management ✅ ✅ ✅ ✅ ❌
Events management ✅ ✅ ✅ ✅ ❌
Page group management ✅ ✅ ✅ ✅ ❌
Conversion management ✅ ✅ ✅ ✅ ❌
UTM parameter builder ✅ ✅ ✅ ✅ ❌
Advertising recognition Setting ✅ ✅ ❌ ❌ ❌
Customize traffic source Settings ✅ ✅ ❌ ❌ ❌
User profile settings ✅ ✅ ✅ ✅ ❌
CSV user profile uploading (Internal gray function） ✅ ✅ ✅ ✅ ❌
Cross-domain settings ✅ ✅ ❌ ❌ ❌
Integration ✅ ✅ ❌ ❌ ❌
Insight Segmentation saving ✅ ✅ ✅ ✅ ✅
Heatmap block settings ✅ ✅ ✅ ✅ ❌
Experience Campagin creating ✅ ✅ ✅ ✅ ❌
Campaign editing ✅ ✅ ✅ ✅ ❌
Campaign delete ✅ ✅ ✅ ✅ ❌
Campaign publish、scheduled publish、updates after publishing ✅ ✅ ✅ ❌ ❌
Stop the campaign、untiming ✅ ✅ ✅ ❌ ❌
Copy the campaign ✅ ✅ ✅ ✅ ❌
Rename the campaign ✅ ✅ ✅ ✅ ❌
Stop version of a/b testing ✅ ✅ ✅ ❌ ❌
Add a user group ✅ ✅ ✅ ✅ ❌
Delete a user group ✅ ✅ ✅ ✅ ❌
Edite a user group ✅ ✅ ✅ ✅ ❌
Copy a user group ✅ ✅ ✅ ✅ ❌
Add a goal ✅ ✅ ✅ ✅ ❌
Delete a goal ✅ ✅ ✅ ✅ ❌
Edit the goal ✅ ✅ ✅ ✅ ❌

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