How to Manage user Permissions and Access in Google Tag Manager

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Managing user permissions and access in Google Tag Manager (GTM) is crucial for ensuring that the right people have appropriate levels of access to your GTM account and containers. Here’s a step-by-step guide on how to manage user permissions and access in GTM:

 1. Access GTM Account Settings

  1. Log in to Google Tag Manager:
  2. Select Account:
    • If you have multiple GTM accounts, select the account you want to manage from the account list.
  3. Access Account Settings:
    • Click on the “Admin” tab in the top navigation bar to access account-level settings.

 2. Manage User Permissions at the Account Level

  1. Navigate to User Management:
    • In the Account settings, click on “User Management” under the “Account” section.
  2. Add Users:
    • Click on the plus (+) icon to add new users to the account.
    • Enter the email addresses of the users you want to add.
    • Choose the appropriate permissions level for each user:
      • No Access: Users can’t view or edit anything in the account.
      • Read: Users can view all containers, tags, triggers, and variables, but can’t make changes.
      • Edit: Users can view and edit containers, tags, triggers, and variables, but can’t publish changes.
      • Approve: Users can view, edit, and publish changes, but can’t manage users or delete containers.
      • Publish: Users can view, edit, publish changes, and manage users, but can’t delete containers.
      • Full: Users have full control and can perform all actions, including deleting containers and managing users.
  3. Remove Users:
    • To remove a user’s access, click on the three dots next to their email address and select “Remove”.

 3. Manage User Permissions at the Container Level

  1. Navigate to Container Settings:
    • In the Account settings, click on “Container settings” under the “Container” section.
  2. Access Container-level Permissions:
    • In the container settings, you can grant or revoke access to individual users or groups at the container level.
    • Follow similar steps as above to add users, choose permissions levels, and remove users.

 4. Review and Verify Permissions

  1. Review User Permissions:
    • After adding or modifying user permissions, review the list of users and their access levels to ensure accuracy.
  2. Test Access:
    • If necessary, test the access of users with different permission levels to ensure they can perform their intended actions without encountering any issues.

 5. Save Changes and Exit

  1. Save Changes:
    • Once you’ve finished managing user permissions, click on the “Save” or “Done” button to save your changes.
  2. Exit Account Settings:
    • Click on the “Back to Accounts” or “Back to Containers” button to exit the account settings and return to the main GTM interface.

Additional Tips:

  • Regularly Review Permissions: Periodically review user permissions and access levels to ensure they align with current organizational needs and roles.
  • Use Groups: If you have multiple users with similar permissions, consider creating user groups with predefined access levels to streamline permission management.
  • Educate Users: Provide training and documentation to users about their roles and responsibilities within GTM, including how to use the platform effectively and adhere to best practices.

By following these steps and best practices, you can effectively manage user permissions and access in Google Tag Manager, ensuring that your GTM account and containers are secure and well-controlled.

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