Team Access
Invite teammates to your AttributeIQ dashboards with role-based permissions. Control who can edit attribution rules, export reports, or simply view pipeline performance, all without sharing your login credentials. You’ll find it under Settings → Team Access. Available on Pro and Agency plans.
What Each Role Can Do
Capability
Viewer
Editor
View dashboards & reports
✓
✓
Read attribution reports
✓
✓
Filter and explore data
✓
✓
Edit dashboards & reports
✗
✓
Create / modify attribution rules
✗
✓
Export data (CSV, PDF, PPTX)
✗
✓
Invite / remove team members
✗
✓
Connect & configure properties
✗
✓
Set up Slack notifications
✗
✓
Inviting Your First Team Member
Go to Settings → Team Access to manage your team.
Setup · 3 steps
Only Google accounts (Gmail or Google Workspace) are supported
Viewer
Read-only access
Editor
Full edit + export access
Managing Your Team
Change Role
Use the role dropdown next to any team member to update their access level. Changes apply immediately, so there’s no delay in permissions.
Remove Member
Click the ✗ icon to remove a user from your workspace. Their access to the dashboard is revoked right away.
Resend Invite
If an invite is still pending, remove it and send a new one to the same email address. This is the quickest way to prompt a fresh invite.
Cancel Pending Invite
To cancel an unaccepted invite, click the ✗ next to it. This prevents the user from gaining access if they try to accept later.