Access for other roles
Administrators always use all of Track. To let other people in without making
them administrators, for example editors or a client role, choose their roles
in the Access section of Track’s Settings, which only administrators
see. The older address #/track/access still opens it.
View dashboards
Roles under View dashboards get the sleek_track_view capability. Their
users open the workspace with Track alone and read every site’s and group’s
dashboard and All sites: the metrics, chart, cards, filters, groups of
pages, saved views, realtime count and exports, including the summary for AI
tools. They see goals, funnels
and annotations but change none of them. They do not see Track’s settings, the
site and group settings, share links, email reports or the rest of the
workspace, and nothing they read carries a site’s webhook secret or site
token. Their posts can embed a dashboard.
Manage Track
Roles under Manage Track get sleek_track_manage as well as
sleek_track_view. Their users do everything in Track an administrator does:
add and edit sites and groups, change the collection settings, and manage
goals, funnels, annotations, saved views, share links, embedded dashboards and
email reports. Choosing the roles in Access and the
license stay with administrators.
A role chosen for both counts as managing. The capabilities are granted while SleekTrack runs and are not written to the roles, so removing SleekTrack leaves the roles as they were. To give a single user access, give them a role of their own with a plugin that manages roles, then choose that role here.