Organizations & Projects
Learn how to manage organizations, create and configure projects, and control team member access across your Mixpanel implementation.Organizations
An Organization is an entity that links your projects, users, and subscription plan. It serves as the top-level container for all your Mixpanel resources.Creating an Organization
A user who signs up for a new Mixpanel account without being invited by an existing Mixpanel user will be prompted to create a new organization. This is the only way a new organization is created.If you need to create a new organization as a member of an existing organization, contact the Support team.
Organization Discoverability
Organization Discoverability makes it seamless for new users with a shared work email domain to connect with teammates in an existing organization in Mixpanel, allowing them to access their team’s projects, data, and reports, instead of joining a new, empty org. This feature is accessible to new users who have verified their email as well as existing organizations that are on an Enterprise plan and do not have SSO enabled.Setting Up Organization Discoverability
Setting Up Organization Discoverability
Only organization owners and billing admins can access Organization Discoverability:
- Go to Organization Settings > Users & Teams > Organization Discoverability
- Specify the private (work) email domain(s) that should be granted access when a new user signs up
- Designate the level of discoverability:
Deleting an Organization
Organization Owners may request the closure of the organization under the Overview tab in the Organization Settings, which would delete your organization, all existing projects, and all the data contained inside of the project. Contact the Support team if you have any questions regarding the deletion of your organization/data.Managing Projects
Creating Projects
To create a project, you will need an admin or owner organization role. Learn more about Roles and Permissions.
- In Organization Settings, click Projects at the left-side menu
- Click Create Project
- Enter a name for the project
- Choose the residency of your data
- Choose the timezone of your project
- Click Create
Project Details
View and Edit Project Information
View and Edit Project Information
To view project information:
- In Organization Settings, click Projects
- Click a project to see details, usage statistics, and access keys
| Field | Description |
|---|---|
| Organization | The name of the organization where the project is |
| Project ID | The ID number of the project |
| Data Residency | Where the data centers hosting the data pool of this project are located |
| Timezone | The time zone you assign the project |
| Created By | The name of the user who created the project |
| Date Created | The date when the project was created |
| Access URL | The URL where you can access the project |
Access Keys
Managing Project Tokens and API Secrets
Managing Project Tokens and API Secrets
Each Mixpanel project has its own unique routing number, called a project token. Whenever you want to send data to a specific project, you’ll need to specify the project token.Locate Current Project Token:
- Click the Settings gear in the upper right-hand corner
- Select Project settings
- View your Project Token under the Access Keys table
- Click the Settings gear icon
- Select Personal Settings
- Select the Projects tab
Project Token cannot be reset in a self-served manner. If you need to reset your project token, please reach out to our Support team.
Manage Timezones for Projects
Understanding and Changing Project Timezones
Understanding and Changing Project Timezones
Mixpanel records all events in Coordinated Universal Time (UTC) at intake. Changing the timezone for any project under Project Settings only affects the timezone in which Mixpanel outputs results.For projects created before 1 Jan 2023, Mixpanel converts event timestamps to your project timezone before writing the event to your Mixpanel data stores.Changing your Timezone:
You must have an admin or owner project role to change your project timezone setting.
- In Project Settings, select the project
- In Overview, select the pencil icon in the Timezone field
- Select a timezone and click Save
Project Operations
Reset Projects
Reset Projects
Only project owners and organization owners may reset projects.
Delete Projects
Delete Projects
Only project owners and organization owners may delete projects.
- In Organization Settings, click Projects
- Select the project you want to delete
- Click Delete Project
- Confirm deletion in the dialog box
Transfer Project to Another Organization
Transfer Project to Another Organization
Organization owners and project owners can transfer a project to another organization to which they have permission.To transfer a project:
- Under Project Settings, click a project
- Click Transfer
- Select the destination organization from the dropdown
- Click Done
Merge Mixpanel Projects
Merge Mixpanel Projects
Before merging projects, consider:
- Aliases are project-specific. Before importing data into the new project from the old project, you’d need to recreate the aliases from your old project
- Ensure you have stopped sending data to the old project(s) before beginning to export
- Stop sending data to the old project(s)
- Begin sending all data to the new project
- Export data via the raw data export API
- Import the data into the new project via Mixpanel’s import API
- When you export raw event data, the timestamps on those events will be in the timezone of your project
- Before importing into your new project, convert those timestamps to UTC
Roles & Permissions
Your team members access your organization and its projects using individual user accounts. Each account will have a single organization role per organization and one or more project roles for each project it is a part of.To invite and manage users in your organization and project, you will need an admin or owner organization role.
Invite Users
Invite Users to an Organization
Invite Users to an Organization
To invite a user to an organization:
- Under “Organization Settings”, click Users & Teams
- Click Invite Users
- Enter the email address of the user
- Select their Organization Role, Projects to add them to, and Project Role
- Click Add another user to invite additional users
- Click Invite to complete the process
Mixpanel enforces a domain-based rate limit of about 10 invite emails per hour per email domain for organization/project user invitations.
Invite Users to a Project
Invite Users to a Project
To invite a user to a project:
- Under “Project Settings”, click Project Users
- Click Invite Users
- Select existing users in your organization or type an email to invite a new user
- Assign a role in the Role dropdown menu
- Click Add another user to invite additional users
- Click Invite to complete the process
Remove Users
Remove Users from Organization or Project
Remove Users from Organization or Project
Remove User from an Organization:
- Under “Organization Settings”, click Users & Teams
- Find the user(s) to remove and click the checkbox next to their name
- Click the Delete button that appears at the top of the table
- Under “Project Settings”, click Project Users
- Find the user(s) to remove and click the checkbox next to their name
- Click the Delete button that appears at the top of the table
Organization Roles
Users on an Enterprise or Growth plan have access to four roles: Owner, Admin, Billing Admin, and Member. Users on a Free plan have access to two roles: Owner and Billing Admin.
| Permission | Owner | Admin | Billing Admin | Member |
|---|---|---|---|---|
| Manage Billing Plans | ✅ | ❌ | ✅ | ❌ |
| Create Projects | ✅ | ✅ | ❌ | ❌ |
| Delete Projects | ✅ | ❌ | ❌ | ❌ |
| Create/Delete Teams | ✅ | ✅ | ❌ | ❌ |
| Transfer Projects Between Organizations | ✅ | ❌ | ❌ | ❌ |
| Add/Invite/Remove users | ✅ | ✅ | ❌ | ❌ |
| Add/Modify/Remove Service Accounts | ✅ | ✅ | ❌ | ❌ |
| Modify Roles - Organization Level | ✅ | ✅ | ❌ | ❌ |
| Modify Roles - Make themselves an Owner | ✅ | ❌ | ❌ | ❌ |
| Modify 2FA and SSO | ✅ | ✅ | ❌ | ❌ |
| Request Organization Deletion | ✅ | ❌ | ❌ | ❌ |
Organization Owner
Organization Owner
Organization Owners have administrative permissions for the organization and all the projects in the organization. Multiple users can be Owners. However, each organization must have at least one Owner.If all existing owners are no longer working with the company and you need to assign a new owner, please reach out to the support team.
Organization Admin
Organization Admin
Organization Admins have permissions to manage projects, members and roles in the organization. Organization Admins have the same permissions as Organization Owners except for:
- Request Organization deletions
- Delete Projects
- Transfer Projects between Organizations
- Manage Billing Plans
Billing Admin
Billing Admin
Organization Billing Admins can only manage billing plans for your company. The Billing Admin does not have to belong to a team or project.Billing admins can view organization settings solely to:
- Manage Billing Plans
- Update Billing Information
- View Receipts
- Submit a Downgrade Request
Member
Member
Organization Members have no permissions to control or manage organization settings. In order for a user to have access to project(s) and/or team(s), they must first be added to the organization as a Member.
Project Roles
Users in a Project can be assigned to 4 roles: Owner, Admin, Analyst, and Consumer.| Project Permission | Owner | Admin | Analyst | Consumer |
|---|---|---|---|---|
| Transfer/Reset/Delete Projects | ✅ | ❌ | ❌ | ❌ |
| Edit Project Timezones | ✅ | ✅ | ❌ | ❌ |
| Edit Project Name | ✅ | ✅ | ❌ | ❌ |
| View Access Keys | ✅ | ✅ | ❌ | ❌ |
| View Usage Statistics | ✅ | ✅ | ❌ | ❌ |
| Invite Project Users | ✅ | ✅ | ❌ | ❌ |
| Create and View Reports | ✅ | ✅ | ✅ | ✅ |
| Download Reports | ✅ | ✅ | ✅ | ❌ |
| Create/Edit Cohorts | ✅ | ✅ | ✅ | ✅ |
| Export Cohorts | ✅ | ✅ | ✅ | ❌ |
| Hide Data in Lexicon | ✅ | ✅ | ❌ | ❌ |
| Merge Data in Lexicon | ✅ | ❌ | ❌ | ❌ |
| Drop Data in Lexicon | ✅ | ❌ | ❌ | ❌ |
Project Owner
Project Owner
When a user creates a project, they own and have complete control over it. They have all permissions at the project level and can provision project ownership to other project users.Organization Owners, by default, have administrative permissions to assume an owner role in a project.
Project Admin
Project Admin
Project Admins have the same set of permissions as project owners. However, they cannot delete or reset the project or manage its security. A Project Admin cannot assign any user to anything higher than Admin.Organization Admins, by default, have administrative permissions to assume an admin role in a project.
Project Analyst
Project Analyst
Project Analysts can create and save Mixpanel reports and Boards. They can also share their saved reports and Boards, along with reports and Boards in which they have editor permissions. They do not have permissions to manage project user roles.
Project Consumer
Project Consumer
Project Consumers can view and save their own reports and Boards. However, they cannot share their saved reports and Boards with other project users as these will be marked as private.
- Add saved reports to their own Boards
- Duplicate another user’s Board and view it as a private Board
- Edit reports and Boards on which they have been added as an editor
- Cannot create public Boards
Teams
Mixpanel enables you to create and delete Teams within an organization. Teams make it easier to manage roles and permissions for a group of users. Users who are a member of a Team will be provisioned with the same role and permission that is assigned to the team.Creating Teams
Creating Teams
To create teams in Mixpanel:
- Under “Organization Settings”, click Users & Teams
- Click Teams to see a list of current teams
- Click Create Team and provide a team name
- Click Done to complete the process
Adding Users to Teams
Adding Users to Teams
All users added to a team will receive the same role and permissions that is assigned to the team.
- Under “Organization Settings”, click Users & Teams
- Select the Teams tab and select the team to add users to
- Click Add Users to select users to add to the team
- Click Done to complete the process
Managing Team Permission
Managing Team Permission
Adding Projects to Teams:Adding projects to a team gives all individuals in the team access to that project with the specified project role.
- Under “Organization Settings”, click Users & Teams
- Select the Teams tab and select the team to manage
- Click Add Projects and select the project(s) and appropriate project role
- Click Add to complete the process
- You can also grant Classified Data access by ticking the checkbox under Classified Data column
Deleting Teams
Deleting Teams
Deleting a team will revoke all access permissions that were granted to users and service accounts as part of their team assignments. Permissions given through other grant types will be retained.To delete a team in Mixpanel:
- Under “Organization Settings”, click Users & Teams
- Click Teams to see a list of current teams
- Find the team(s) to remove and click the checkbox next to the team name
- Click the Delete button that appears at the top of the table