Account Management
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      3. Account Management

      How do I share access for GTM and GA with the Hyly.AI Team?

      Context

      Google Tag Manager allows you to delegate access to other users at the Account and Container level. Users can be granted the ability to view or administer other users at the Account level and can be granted read, edit, approve, or publish rights at the Container level.

       
       

      Add Hyly.AI as a user to the Tag Manager account

      To add Hyly.AI as a user to a Tag Manager account:

      Step 1 - Click Admin.
      Step 2 - In the Account column, select User Management.
      Step 3 - ClickAdd.
      Step 4 - Select Add new users.
      Step 5 - Enter the email address support@hy.ly.
      Step 6 - Set Account Permissions. The user is selected by default, and this level allows the user to view basic account information. Select Administrator if the user should have the ability to create new containers and modify user permissions for accounts and containers.
      Step 7- Optional: Set Container Permissions for each container you want the user to access.
      Step 8 - Click Invite. Each invited user will receive an invitation to use the container.
       
       
       

      Edit users on an account.

      To edit an existing user on a Tag Manager account:

      Step 1 - Click Admin.
      Step 2 - In the Account column, select User Management.
      Step 3 - Select an entry in the Account Permissions list. You can use the search and filter tools at the top of the page to narrow down results.
      Step 4 - Modify account permissions as necessary.
      Step 5 - To modify individual container permissions, click Edit and select the desired options. Click Save to continue.
      Step 6 - If you wish to remove this user from access to the current container, click Remove.
      Step 7 - Click Save to save your changes.
       
       
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      Add Hyly.AI as users to a container

      To add user permissions for a specific container:

      Step 1 - Click Admin.
      Step 2 - In the Container column, select User Management.
      Step 3 - ClickAdd.
      Step 4 - Select Add new users.
      Step 5 - Enter the email address support@hy.ly.
      Step 6 - Assign Container Permissions.
      Step 7 - Click Invite. Each invited user will receive an invitation to use the container.
       
       
       

      Edit user access to a container.

      To edit user permissions for a specific container:

      Step 1 - Click Admin.
      Step 2 - In the Container column, select User Management.
      Step 3 - Select an entry from the Container permissions list.
      Step 4 - Change the user's email address as necessary.
      Step 5 - Modify container permissions as necessary.
      Step 6 - If you wish to remove this user from access to the current container, click Remove.
      Step 7 - Click Save to save your changes.
       
       
       

      Invitations

      If a Tag Manager administrator has added a user to a Tag Manager account, that user will receive an invitation to access the account. The user will be notified via email, and an invitation card will appear on the Tag Manager's Accounts screen. Click the Invitations card to view the list of invitations. Expand an invitation entry to view the details of the invitation. Click Accept to accept the invitation or Reject to cancel the invitation.

       
       

      Account permissions

      Account permissions at the account level can be set to Admin or User. You may also fine-tune permissions for specific containers on the Container Permissions table.

       

      Container permissions

      Access can be assigned on a per-container basis. For a given container, a user may be assigned:

      • No access: The user will not see the container listed in the account.
      • Read: The user will see the container listed and may browse the tags, triggers, and variables in the container but will not have the ability to make any changes.
      • Edit: The user can create workspaces and edit but not create versions or publish.
      • Approve: The user can create versions and workspaces and make edits but not publish.
      • Publish: The user has full rights to create versions and workspaces, make edits, and publish.
       

      A permission level is considered "inherited" if it is received indirectly from another place, such as a user group or organization role. A permission is considered "direct" if it is explicitly assigned to the user. Direct permissions will persist even if the user loses an inherited permission.

       

      Next:

      How do I install and troubleshoot GTM (Google Tag Manager)?