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Setting Up Mixpanel

Setting Up Mixpanel

Mixpanel Organization

Each Mixpanel customer is assigned an Organization (opens in a new tab) which serves as the controlling entity for managing all your Mixpanel analytics needs.

Mixpanel Projects

Each Mixpanel organization contains one or more Projects (opens in a new tab) that house events, properties, user profiles, and other reporting metadata that can be created with EU data residency if applicable.

Create at least 2 Mixpanel Projects (Production and Development)

Mixpanel recommends tracking 1 product with multiple platforms (mobile, web, etc.) into one project, but separate projects for development and production (opens in a new tab). There may be factors (opens in a new tab) where implementing separate projects is required, please refer to the Mixpanel Help.

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Mixpanel User Accounts

Each Mixpanel user account belongs to an organization and may be assigned with multiple projects with varying permissions / roles.

  • Organization Role (opens in a new tab) - each user will have a single organization role per organization

    • Owner (at least one) - super user for the organization and all projects underneath
    • Admin - manage projects, members, and roles in the organization (with certain exceptions (opens in a new tab))
    • Billing Admin - primarily for managing Billing Plans
    • Member - basic membership for a user to have access to Project(s) and or Team(s)
  • Project Role (opens in a new tab) - each user can have multiple project roles, where it conflicts permissions are additive (opens in a new tab)

    • Owner - super user for the project, default for organization owners
    • Admin - manage project (except delete, reset, and security) and members within, default for organization admins
    • Analyst - create, save, edit reports + share and make public dashboards (most common role for users)
    • Consumer - create, save, edit reports but unable to share or create public dashboards

User Access Management Approach

There are two general approaches to user management in Mixpanel

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Using Mixpanel Teams

Mixpanel enables assignment of projects and project roles to groups of users called Teams (opens in a new tab) with the flexibility to also assign such projects and project roles to individual user accounts if required.

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Basic User Account Setup

Organization Owners and Admins can assign projects or teams directly to user accounts at the organization level by minimally provisioning them with an organization Membership.

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Project Owners and Admins can be created to delegate access provisioning privileges at the project level. A default project role (opens in a new tab) can also be set for All Users in the Organization as a baseline access. Teams are not available at the project level.

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Single Sign-On (SSO) and 2FA

Mixpanel provides Single Sign-On (SSO) (opens in a new tab) access to enterprise accounts using either an Identity Provider (IDP) (opens in a new tab) or a custom SAML implementation such as Okta (opens in a new tab) or Microsoft Azure (opens in a new tab).

Mixpanel also provides Two Factor Authentication (2FA) (opens in a new tab) feature requiring users to provide a security code sent via SMS to their configure mobile number to verify their identity.