About 360 Suite management

Use Organization settings to manage the four kinds of organizations: Sales Partner, Sales Partner client, Direct client, and Standard.

If you’re a Sales Partner, you can manage orders and billing for your clients, and organize your own and your clients’ product accounts (for example, Analytics or Tag Manager accounts), and track usage. In a Sales Partner organization, click Clients > client name to open Organization settings for a client.

If you’re a direct or Sales Partner client, you can manage all of your own product accounts, track usage, and view your Google Analytics 360 order (contract). If you're a direct client, you can also view billing information.

In this article:

Management tasks

There are a number of management tasks you can carry out from Organization settings:

  Direct Clients
Tasks apply to their own organizations and users
Sales Partners
Tasks apply to their own and their clients’ organizations and users
Sales Partner Clients
Tasks apply to their own organizations and users
Standard users
Tasks apply to their own organizations and users
Task

(user role)
Manage organizations

(Org admin)
Yes Yes Yes Yes
Manage users

(Org admin, User admin)
Yes Yes for their own organizations

No for client organizations unless client assigns Sales Partner necessary permission
Yes Yes
View billing information

(Org admin, Billing admin)
Yes Yes No N/A
Track product usage

(Org admin, User admin, Billing admin)
Yes Yes Yes N/A
User roles and permissions

Users can have one or more of the following roles:

Org admin

An Org admin has all administrative permissions for the 360 Suite:

  • Manage users: add, edit, remove, assign roles (including designating other Org admins)
  • Link and unlink product accounts
  • Change the service level from Standard to 360 for objects in product accounts

Org admins can see which users have access to a product account, along with details about those users. User details include:

  • The Analytics accounts, properties, and views, the Google Tag Manager containers, and the Optimize containers to which the user has access
  • The last date on which the user interacted with Google Analytics report data.
    Interactions include:
    • Viewing a report or dashboard
    • Accessing data via an API call, for example, in a Chrome extension or in the Analytics mobile app

Org admins can also view the Change History for Google Analytics 360 Suite. Change History 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.

Choosing Org admins

For the purposes of convenience, you should have at least two Org admins, but not many more.

Your primary consideration in choosing someone as an Org admin is how much you trust that person. You are going to put that person in the role of being able to grant permissions to himself and others for the Suite and for all of the product accounts linked to the Suite.

When you link a product account to the Suite, all 360 Suite Org admin are given administrator permissions for the product account. For example, when you link Google Analytics 360, then Suite Org admins automatically have the Manage Users permission in Analytics. Those permissions for the Suite Org Admin role remain intact as long as the product account is linked to the Suite.

A primary benefit of the Org admin role is to be able to recover lost access to a product account. For example, if you lose access to an Analytics 360 account because the only administrator leaves the company, then a Suite Org admin can designate other users as Analytics 360 administrators.

To ensure that someone always has access to the organization, when you create an organization, designate at least two users, preferably three, as Org admins.

User admin

User admins can add and remove organization users and product-account users for linked product accounts, and set permissions for those users in the organization and in the linked product accounts. They cannot assign the Suite 360 Org admin role to users.

User admins are automatically assigned the Manage Users permission in Analytics, and can thereby assign themselves other permissions in Analytics.

Billing admin

Billing admins handle all billing-related functions, including issuing requests to link product accounts, setting the service level for a product account, and viewing bills. Billing admins can also set the service level (from Standard to 360) for objects in product accounts (Learn more).

They cannot assign themselves permissions for the linked product accounts.

User

Users have access to the OVERVIEW tab.

When you link a product account to an organization, any users who have access to that product account are automatically added to the organization with the default role of User.

Google representative

Internal Google users are assigned this role when they are added to client organizations. You cannot assign this role, but may see it listed for users under Suite Admin Roles in the user-details pane.

Sales Partner

Sales Partners who are Org admins or Billing admins for an organization are automatically assigned the Sales Partner role for any client organizations added as children. You cannot assign this role, but may see it listed for users under Suite Admin Roles in the user-details pane.

 

Learn more about adding users to your organization.

Using Organization settings

In Suite Home, click one of the organization cards, then click Organization settings.

Management options on the Organization-settings slider

 

Use the following sections of Organization settings to manage organizations and users.

Section Contents
Organization details Organization ID.

If not already configured, Link to your Google+ page and import your company logo.
Change History (Org admins only) Changes made to your organization

View changes to your organization over the last 2 years.
User management Users: All of the users that belong to the organization.

Organization administrators: All of the administrators for the organization.

User policies: Policies that govern who has access to the organization.

Add users and grant permissions, see user information, remove users.
Sales (Sales Partners only) Clients: List of organizations that belong to the current organization.

Betas: List of available Beta features.
Billing (360 users only) Usage: Billable hit volume. Visible to all users.

Orders: Your own or client orders. Visible to users in direct-client and Sales Partner organizations.

Billing Accounts: Billing-account information. Visible to users in direct-client and Sales Partner organizations.

See product usage, view and edit orders, view and edit billing accounts.
Products All of the product accounts that belong to the organization.

Link, unlink, and move product accounts, set the service level for account objects.
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