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Teams enable multiple users to collaborate on website analytics. Create teams to share access to websites, links, and pixels with team members while controlling permissions through role-based access.

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Creating a Team

Set up a team to collaborate with others:
1

Navigate to Teams

Click on Teams in the main navigation.
2

Add Team

Click the Add Team button.
3

Enter Team Name

Provide a descriptive name for your team (e.g., “Marketing Team”, “Development”).
4

Configure Team

After creation, you can add members, assign websites, and configure settings.

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Team Roles

Umami uses role-based access control to manage team member permissions:

Manager

Full control over the team:
  • Add/remove members
  • Assign/modify roles
  • Manage team websites
  • Access all analytics
  • Configure team settings

Member

Standard team access:
  • View all team websites
  • Create and edit reports
  • Manage segments and filters
  • Cannot manage team members

View Only

Read-only access:
  • View website analytics
  • View existing reports
  • Cannot create or edit content
  • Cannot access settings

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Managing Team Members

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Adding Members

Invite users to join your team:
1

Open Team Settings

Navigate to your team page and click on the Members tab.
2

Generate Access Code

Create a unique access code that members can use to join.
3

Share Access Code

Provide the access code to team members through your preferred communication channel.
4

Members Join

Team members use the Join Team button and enter the access code.
Access codes can be regenerated at any time to revoke old invitations.

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Changing Member Roles

Update permissions for existing team members:
1

Locate Member

Find the team member in the members list.
2

Edit Role

Click the edit icon next to their name.
3

Select New Role

Choose from Manager, Member, or View Only.
4

Save Changes

Confirm the role change.

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Removing Members

Remove users from the team:
Removed members will immediately lose access to all team websites and resources.
1

Open Members List

Navigate to the team’s member management page.
2

Remove Member

Click the remove button next to the member’s name.
3

Confirm Removal

Confirm the action to remove them from the team.

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Team Websites

Manage websites owned by the team:

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Adding Websites to Teams

Option 1: Create New Website
  • When creating a website, select the team from the dropdown
  • The website will be owned by the team
Option 2: Transfer Existing Website
  • Go to website settings
  • Use the transfer function to move it to a team
  • Confirm the transfer

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Website Access

Team member access to websites depends on their role:
  • Managers: Full control including deletion and transfer
  • Members: Can view analytics and create reports
  • View Only: Can only view existing analytics and reports

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Removing Websites from Teams

1

Open Team Websites

Navigate to the team’s website management page.
2

Remove Website

Click the remove button next to the website.
3

Choose Action

Decide whether to:
  • Transfer to another owner
  • Delete the website entirely

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Team Settings

Configure your team’s preferences:

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Basic Settings

  • Team Name: Update the display name
  • Logo: Upload a custom team logo
  • Access Code: Generate or regenerate the join code

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Access Management

A unique code that allows users to join your team. Regenerate this code to invalidate previous invitations.
Permanently delete the team. All team websites will need to be reassigned or will be deleted.
This action cannot be undone. Ensure all important data is backed up.

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Joining a Team

As a user, join an existing team:
1

Get Access Code

Obtain the team access code from a team manager.
2

Navigate to Teams

Go to the Teams page.
3

Click Join Team

Click the Join Team button.
4

Enter Code

Input the access code and submit.
5

Access Team Resources

You’ll immediately gain access to team websites based on your assigned role.

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Leaving a Team

Remove yourself from a team:
1

Open Team Page

Navigate to the team you want to leave.
2

Leave Team

Click the Leave Team button.
3

Confirm Action

Confirm that you want to leave the team.
After leaving, you’ll lose access to all team resources. You can rejoin if you have the access code.

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Best Practices

  • Use descriptive team names that reflect their purpose
  • Assign the minimum necessary permissions to team members
  • Regularly review team membership and remove inactive users
  • Regenerate access codes periodically for security
  • Create separate teams for different departments or projects
  • Document your team structure and role assignments

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Team vs Personal Websites

Team Websites

Best for:
  • Shared company properties
  • Client projects
  • Collaborative analytics
  • Multiple stakeholders
Features:
  • Role-based access
  • Multiple managers
  • Centralized management

Personal Websites

Best for:
  • Individual projects
  • Personal blogs
  • Testing and development
  • Full ownership control
Features:
  • Single owner
  • Complete control
  • Can transfer later

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Next Steps

Add Team Websites

Create or transfer websites to your team

Manage Members

Invite collaborators and assign roles

Team Links

Create tracked links for your team

Team Pixels

Set up tracking pixels for campaigns

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