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Manage organizations and product accounts

In this article:
All of the procedures described here are carried out in Organization settings.

Linking your product accounts to an organization provides a number of benefits:

  • Linked product accounts and their associated user accounts are available from the Analytics 360 Suite.
  • Organization administrators can manage users in linked accounts.
  • Organization, account, and product pickers in the header are available from each product.
  • You can manage billing for those accounts in Organization settings.
  • Data from the linked accounts is visible in the product cards on the OVERVIEW tab.
  • When you link an Analytics, Tag Manager, or Optimize account to an organization, any organization user is able to create a new Analytics, Tag Manager, or Optimize account and link that new account to the organization during the creation process. Those new product accounts are subject to the original terms of service that you agreed to for the original account.

When you link an account to an organization, any objects associated with that account (e.g., Analytics properties, Tag Manager containers) become visible in Organization settings > Products, and you can take actions on those accounts and objects (e.g., change the service level from Standard to 360 for an Analytics property or a Tag Manager account).

When you link a product account, the users for that account are added to the organization with the default permission of User.

Prerequisites

Product Prerequisites
Google Analytics Standard

User role for the 360 Suite organization

Manage Users permission for the Analytics account

Google Analytics 360

Billing admin role for the 360 Suite organization

Manage Users permissions for the Analytics 360 account

The organization to which you're linking must have an active order for the Analytics 360 account

Google Tag Manager Standard

User role for the 360 Suite organization

Manage permission for the Tag Manager account

Google Tag Manager 360

Billing admin role for the 360 Suite organization

Manage permission for the Tag Manager 360 account

The organization to which you're linking must have an active order for the Tag Manager 360 account

Google Optimize Standard

User role for the 360 Suite organization

Manage permission for the Optimize account

Google Optimize 360

Billing admin role for the 360 Suite organization

Manage permission for the Optimize 360 account

The organization to which you're linking must have an active order for the Optimize 360 account

 

Link an account

  1. Sign in to your Google Analytics 360 Suite account.
  2. Select the relevant organization, then click Organization settings.
  3. Sales Partner: Click Clients, click a client name, then in Products, click the one you want to link (e.g., Analytics).
    Client/Standard user: In Products, click the one you want to link (e.g., Analytics).
    List of 360 Suite products in the organization
  4. Click +...
    List of account objects
    ...to open Linking setup.
    Linking-setup panel
  5. Click Choose accounts to link to open the list of available accounts.
    List of accounts available for linking
  6. Select each account you want to link, then click SELECT.
    List of accounts selected for linking
  7. Click LINK.
    Linked accounts

If you are a product administrator who receives an email notice that your product account was improperly linked to an organization, you can unlink your product account.

Enable an Analytics property for linking to an Optimize account

You must be a Billing admin to carry out this procedure

After you link an Optimize account to an organization, you can enable one or more Analytics 360 properties for linking to that Optimize account in order to share data between them. When you enable a property, it is then visible in Optimize when you initiate the linking process. Learn more about the benefits of linking Analytics properties to your Optimize account.

To enable an Analytics 360 property for linking to an Optimize account:

  1. Sign in to your Google Analytics 360 Suite account.
  2. Click the relevant organization card, then click Organization settings.
  3. Sales Partner: Click Clients, click a client name, then in Products, click Optimize.
    Client/Standard user: In Products, click Optimize.
  4. Click Optimize 360-enabled properties.
    Optimize settings
  5. Click + to open a list of available properties.
    List of Optimize 360-enabled properties
  6. Select each property you want to enable, then click ENABLE.

Set the service level of product-account objects

After you link a product account to an organization, you can set the service level to 360 from Standard for objects like Analytics properties.

You cannot change the service level from 360 back to Standard. This change in service level can have unintended consequences like causing BigQuery Export to fail with Analytics 360, or cause product integrations like Analytics 360 and DoubleClick Bid Manager to stop working. If it becomes necessary to change the service level from 360 back to Standard, consult you Analytics 360 Suite Account Manager who can discuss the implications and effect the change if necessary.

Sales Partners can set the service level of an object for their clients. Sales Partner clients and Direct clients can set the service levels of their own objects. To set the service level of an object:

  1. Sign in to your Google Analytics 360 Suite account.
  2. Click the relevant organization card, then click Organization settings.
  3. Verify that the account is linked to the appropriate organization.
  4. Sales Partner:Click Clients, then click a client name. In Products, select the product, then the specific account.
    Client: In Products, select the product, then the specific account.
  5. Select the object (e.g., an Analytics property).
    Account objects selected for service-level upgrade
  6. Click More, then click Upgrade selected properties.

If you have the necessary permissions to upgrade the service level for an object, but the interface controls to upgrade are not available, it is for one of the following reasons:

You may need to unlink a product account if, for example, you need to link it to a different organization.

Prerequisites

To unlink a product account, you need to be an Org administrator for the organization from which you're unlinking.

Unlink an account

To unlink an account:

  1. Sign in to your Google Analytics 360 Suite account.
  2. Select the relevant organization, then click Organization settings.
  3. In Products, click the type of account you want to unlink.
  4. Click the individual account.
  5. Click More, then click Unlink account.

Move a product account to a different organization

Prerequisites

To move an account, you need the following permissions for the source and destination organizations:

  • Source (current) organization: Org admin and Billing admin
  • Destination (new) organization: Billing admin
  1. Sign in to your Google Analytics 360 Suite account.
  2. Click More in the organization card, then click Move account.
  3. Choose a destination organization, then choose the accounts you want to move.
  4. Click MOVE.

Recover administrative access to your Analytics account

If you lose administrative access to an Analytics account that is linked to an organization, you can have the Org admin or User admin restore that access. Administrative access to Analytics consists of having Manage Users and Edit permission.

Loss of administrative access can occur, for example, when an account administrator leaves the company without first assigning another administrator. The account continues to collect data, and users with non-administrative access are still able to log in and use the account per their assigned permissions, but the account remains in administrative limbo.

If you need to regain administrative access to your Analytics account, contact your Org admin or User admin.

If you are an Org admin or User admin who needs to restore access to an Analytics account:

  1. Sign in to your Google Analytics 360 Suite account.
  2. Select the relevant organization, then click Organization settings.
  3. In Products, click Analytics.
  4. Select the account to which you want to restore access.
  5. Click ACCESS PRODUCT.
    The User Management page for that Analytics account opens.
  6. Under Add permissions for, enter the email address for the Google account you want to give administrative access.
  7. Select the Manage Users and Edit permissions.
  8. Optionally, remove any stale administrators from the account.

See the change history for your organization

The change history is available only to Org admins.

The Change History page lets you keep track of:

  • When a change was made
  • Who made the change
  • What was changed

For example, you can easily see when someone linked a new account to your organization, added or removed users, changed the service level for an object, or changed the end date on an order.

Having a record of these changes eliminates confusion over something like an increase in billing--instead of wondering, you can search your change history to see that one of your administrators changed the service level for a property from Standard to 360, or made changes to the billing parameters.

You can see changes for the last two years.

To see Change History:

  1. Sign in to your Google Analytics 360 Suite account.
  2. Click the relevant organization card, then click Organization settings.
  3. Click Change History.

Filtering the contents of the change history

You can filter the contents of the change history in order to do things like:

  • Search for changes by a particular user
  • Search for changes within a specific date range

2 filters are applied by default:

  • System-generated changes are excluded (Changed by Excludes System user)
  • Only messages for the last 30 days are included (Date Before <today's date>)

To open the filters, click Filter.

Change-history filter configuration

You can filter by:

  • Date: the date or date range when changes were made
  • Changed by: the user(s) who made changes
  • Action Description: a description of the change
  • Category: the area of the Suite in which the change was made (e.g., Products, Billing)

Use the menus to choose the types of filters, whether to include or exclude the information you identify, and to select or enter values for the filters.

Click APPLY to filter the change-history contents.

 

Manage users
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