Add roles system for teams and agencies

[adriaandotcom]

[adriaandotcom]

@jibsaramnim Related: https://github.com/simpleanalytics/roadmap/issues/494, https://github.com/simpleanalytics/roadmap/issues/262

The why behind it is, there is a couple of people I want to give data to for instance for this month but I don't want them to have access fully to my account and so on. Either that or different permissions for an account would also work.

Would also be nice if people can give developers access to install the script. Would be nice to give a time limit to it as well. To give a developer access for 30 days for example. Permissions will be automatically deleted after that period.

[adriaandotcom]

This is how the user interface could look:

[jibsaramnim]

@adriaanvanrossum a few thoughts:

• the mock-up does not include a way to actually specify the "all except .." functionality, could you mock something up for that too?
• the mock-up does not include a way to add more than one website permission, unless the customer should manually write out the same email address multiple times, once for each site, but the "website(s)" column name suggests more than one site can be listed out (per row). Do you have any ideas on how to handle that?
• the mock-up mentions account (ie. "..who has access to this account"), but this should probably refer to team instead, right? I just want to make sure I am following your thinking exactly right here.

Thanks for this!

[adriaandotcom]

Thanks for the feedback @jibsaramnim! I updated the screenshot to include those comments:

Regarding account vs team. Does our customer know the difference? Would they know they can have multiple teams? How can we make it clear for them?

[jibsaramnim]

Right, the original idea --as far as I understood it, anyway-- was to have a UI for creating and managing teams, too, including subscriptions per team, et cetera. This too would have to exist in some form for anyone that has been invited to someone else's team (or teams, plural), especially if they have been granted the admin/finance role for example. They would have to have a way of being able to see all teams they are part of, as-well as visit each team's settings (if permitted).

[adriaandotcom]

Some extra info from a potential agency customer:

Hi Adriaan, I think your prices are perfectly justifiable; so I think they are good. I think there should be the choice of the following;

• From your Agency dashboard you add a website/customer;
• You may or may not give him access through his own account (not all of our clients need to)
• Invoicing is done via the client (specify on property level) or via the Agency account (two options). If we can invoice the client ourselves then for example there is a revenue model for us.

In that case the Agency dashboard is more of a sales funnel for you guys. The easier it is for us to sell and manage this to clients; the sooner we will start doing that. The use of the dashboard itself should then have no cost (but maybe have a minimum of 5 properties or something like that) From the Agency dashboard you easily log in as a client to see his statistics. You also easily go back to your dashboard to create or change a new property.

[Davmuz]

Hi @adriaanvanrossum, having clients this aspect is becoming more and more important.

According to GDPR, customers should not share their passwords with us, but it is actually the only way to help them.

Using the magic link via email is impractical because we access too often.