Proper user management in Google Analytics 4 is crucial for maintaining data security, ensuring appropriate access, and preventing accidental configuration changes. This guide will help you implement role-based access control tailored to your organization’s size and needs.
Understanding GA4 Access Levels
GA4 offers four primary access levels, each with specific permissions:
1. Admin (Highest Access)
Permissions include:
Full control over the account, properties, and data streams
Manage users and their access levels
Configure all settings and integrations
Delete properties or the entire account
Access all reports and create explorations
Risk level: High – Admins can make irreversible changes, including property deletion.
2. Editor
Permissions include:
Create and edit audiences, conversions, and custom dimensions
Configure data streams and measurement settings
Link to Google Ads and other Google products
Create and share explorations
Cannot manage user access or delete properties
Risk level: Medium – Editors can change configurations that affect data collection.
3. Analyst
Permissions include:
Create and share explorations and reports
Create audiences for analysis purposes
View all data and reports
Cannot change property settings or data collection
Risk level: Low – Analysts can view data but cannot alter configurations.
4. Viewer (Lowest Access)
Permissions include:
View reports and dashboards
View (but not create) explorations shared with them
Cannot modify any settings or create resources
Access to read-only data
Risk level: Minimal – Viewers can only consume information.
User Role Implementations by Business Size
For Solopreneurs (1 person)
When you’re a team of one, role management is straightforward, but still important for security.
Recommended Structure:
Admin Role (1 account): Your primary Google account
Editor Role (optional): A separate account for day-to-day work to prevent accidental changes
Example Setup:
Admin: your-primary-email@gmail.com (used rarely, for major changes only)
Editor: your-work-email@gmail.com (used for regular analytics work)
Best Practices:
Use different browsers or incognito mode when accessing Admin vs. Editor accounts
Enable 2-factor authentication on your Admin account
Document your configuration decisions in a secure location
Consider giving a trusted advisor Viewer access for consultation
Time Investment: 30 minutes to set up
For Small Businesses (2-10 people)
With a small team, clear role delineation becomes important to prevent configuration issues.
Recommended Structure:
Admin Role (1-2 people): Owner/digital marketing manager
Editor Role (1-2 people): Marketing specialist, webmaster
Analyst/Viewer Role (remainder): Other marketing team members, executives
No Documentation: Maintain clear records of who has access and why.
Skipping Training: Users with Editor or Admin access should be trained on the implications of their changes.
Ignoring Governance: Even small organizations need basic governance rules for analytics.
Role-Specific Training Topics
Role
Essential Training Topics
Admin
Property configuration, data governance, security best practices, advanced troubleshooting, recovery procedures
Editor
Event configuration, audience creation, conversion setup, data stream management, Google Ads linking
Analyst
Exploration techniques, audience segmentation, report creation, data interpretation, dashboard development
Viewer
Report navigation, dashboard interpretation, exploration viewing, asking effective questions about the data
Conclusion
Proper GA4 user role management is a foundational element of analytics governance. By implementing appropriate access levels based on your organization’s size and needs, you’ll maintain data security while ensuring team members have the access they need to perform their jobs effectively.
Remember that user management is not a one-time setup but an ongoing process that should evolve with your organization. Regular audits and clear documentation will help maintain the integrity of your analytics implementation.
Next Steps: After implementing proper user roles, consider developing a GA4 tracking plan that aligns with your organizational structure and analytics objectives.
Are you staring at your GA4 dashboard wondering where all your familiar metrics went? You’re not alone. Since Google forced the migration from Universal Analytics, countless businesses and analysts have been struggling to extract meaningful insights from what feels like an entirely new platform. But here’s the truth: conducting a traditional “audit” of your GA4 implementation might be missing the point entirely.
What you really need is a complete reonboarding experience—a fresh start that rebuilds your analytics foundation from the ground up. In this ultimate guide, we’ll walk you through every critical stage of properly reestablishing your GA4 implementation, from fundamental data retention settings to complex compliance requirements and seamless data pipeline integration. Stop patching up a broken system and start fresh with a proper GA4 reonboarding.
GA4 Reonboarding Part 1: Foundation & Basic Setup (Total time: 3-4 hours)
Introduction (5 minutes)
Welcome to the first part of our comprehensive GA4 reonboarding guide. In this section, we’ll establish a solid foundation for your GA4 implementation. Unlike a traditional audit that simply identifies issues, this reonboarding approach rebuilds your analytics from the ground up. By the end of this guide, you’ll have a properly configured GA4 property that delivers reliable data and insights.
GA4 Foundation Checklist: Information You’ll Need Before Starting
Before beginning your GA4 reonboarding process, gather the following information to ensure smooth implementation. Consider scheduling brief meetings with relevant stakeholders to collect this data:
Business Requirements (Meeting with Leadership/Marketing)
[ ] Key business objectives for your analytics implementation
[ ] Primary KPIs and conversion goals
[ ] List of all digital properties (websites, apps, subdomains)
[ ] Reporting needs and stakeholders who need dashboard access
Technical Information (Meeting with IT/Development)
[ ] List of internal IP addresses to filter
[ ] All domains requiring cross-domain tracking
[ ] Site search query parameters
[ ] Server-side capabilities assessment
[ ] User ID implementation possibilities
[ ] Existing data layer structure (if any)
Privacy & Legal Requirements (Meeting with Legal)
[ ] Data retention requirements for your industry/region
[ ] GDPR/CCPA compliance needs
[ ] Consent management solution in place
[ ] User data anonymization requirements
[ ] Any prohibited data collection (PII, sensitive categories)
Admin & Access Management (Meeting with Stakeholders)
[ ] List of all users requiring analytics access
[ ] Role assignments for each user (admin, editor, analyst, viewer)
[ ] Google Groups structure (if applicable)
[ ] Documentation requirements and storage location
[ ] Change management procedures
Integration Requirements (Meeting with Marketing Tech)
This checklist ensures you have all necessary information before beginning the implementation process. Schedule these meetings early to prevent delays during the reonboarding process.
Next Steps: Review your implementation against our checklist, document any custom
Understanding the GA4 Data Model (15 minutes)
GA4’s event-based model differs fundamentally from Universal Analytics’ session-based approach. Let’s clarify these differences:
Event-Based vs. Session-Based: In GA4, everything is an event. Even pageviews are now events called “page_view.” This shift allows for more flexibility but requires a different mental model.
User-Centric Focus: GA4 prioritizes users across devices and platforms rather than sessions.
Parameters Instead of Categories: UA used category/action/label for events; GA4 uses events with parameters.
Action step: Review your current data needs and map how they translate to GA4’s event model. Create a simple table listing key UA metrics and their GA4 equivalents.
Account Structure Review (20 minutes)
An optimal account structure ensures clean data organization:
Property Assessment: Determine if you need multiple properties (separate websites/apps) or if a single property with data streams is sufficient.
Data Stream Configuration:
For each website, set up a web data stream
For each mobile app, set up an app data stream
For offline data, consider measurement protocol setup
Action step: Draw your ideal GA4 account structure on paper, then implement it in the GA4 interface. Go to Admin > Property > Data Streams to configure.
Data Retention Settings (5 minutes)
GA4’s default data retention is only 2 months for user-level data:
Navigate to Admin > Property > Data Settings > Data Retention
Change from 2 months to 14 months (maximum in standard GA4)
Toggle “Reset user data on new activity” based on your needs:
ON: Resets the retention period when users return
OFF: Data is deleted after the specified period regardless of activity
Action step: Set data retention to 14 months unless you have specific privacy requirements for shorter retention.
Basic Configuration Essentials (30 minutes)
Timezone and Currency Setup (5 minutes)
Go to Admin > Property Settings
Set appropriate reporting time zone
Set default currency for revenue reporting
Automated Link Tagging (5 minutes)
Navigate to Admin > Property > Enhanced Measurement
Enable “Outbound clicks” to track traffic to external sites
Enable “Site search” with the correct search query parameter (often “q” or “s”)
Campaign Timeout Settings (5 minutes)
Go to Admin > Property > Data Settings > Data Collection
Set appropriate session timeout (default: 30 minutes)
Configure campaign timeout settings:
Campaign timeout: 30-90 days recommended
Google Ads linking: If applicable
Google Signals Activation (5 minutes)
Go to Admin > Property > Data Settings > Data Collection
Enable Google signals to get cross-device reporting capabilities
Action step: Create a checklist of these settings and mark each as you complete them.
User Access Management & Administrative Best Practices (45 minutes)
User Access Control (15 minutes)
Proper access control is essential for data security and governance:
Audit Current Users:
Go to Admin > Account/Property/View Access Management
Review all users with access to your analytics
Remove inactive users or those who no longer need access
Create Google Groups for different access levels (e.g., “Analytics Admins,” “Marketing Analysts”)
Add users to these groups rather than granting individual access
This simplifies management when team members change
Action step: Create a spreadsheet documenting each user, their role, and their access level. Implement access through Google Groups where possible.
Administrative Best Practices (30 minutes)
Change History Monitoring:
Go to Admin > Account > Change History
Review recent changes to identify unauthorized modifications
Document major configuration changes
Admin Account Security:
Enable 2-factor authentication for all admin users
Use a password manager for complex, unique passwords
Consider using a dedicated admin email that multiple authorized people can access
Backup Configuration:
Document all critical settings in a secure location
Consider using the GA4 API to export your configuration
Create a recovery plan for account access issues
Regular Access Audits:
Schedule quarterly reviews of all users with access
Verify that departed employees have been removed
Check that access levels still match job responsibilities
Notification Settings:
Configure email notifications for critical alerts
Go to Admin > Account > Settings > Notifications
Assign at least two people to receive critical alerts
Documentation Standards:
Maintain a central repository of GA4 implementation documents
Include naming conventions for events, parameters, and custom dimensions
Document decisions about configuration choices
Action step: Create an administrative calendar with scheduled tasks for account maintenance and a GA4 governance document that outlines roles, responsibilities, and documentation standards.
Internal Traffic Filters (20 minutes)
Filter out your company’s traffic to ensure clean data:
Collect internal IP addresses from your IT department
Create an internal traffic parameter:
Go to Admin > Data Streams > select your web stream
Click “Configure tag settings”
Under “Define internal traffic”, add your IP ranges
Alternatively, use Google Tag Manager to set an internal traffic parameter.
Action step: Test your internal filter by verifying in the DebugView that your own traffic is properly tagged.
Cross-Domain Tracking Setup (20 minutes)
If you have multiple domains that users move between:
Go to Admin > Data Streams > select your web stream
Click “Configure tag settings”
Under “Configure your domains”, add all domains you want to track together
Enable “Allow automatic cookie updates across domains”
Action step: Test cross-domain tracking by navigating between your domains and confirming in DebugView that the same client ID is maintained.
Enhanced Measurement Toggles (15 minutes)
GA4 offers automatic tracking of common events:
Go to Admin > Data Streams > select your web stream
Click “Enhanced Measurement” (toggle on/off as needed):
Page views (keep on)
Scrolls (recommended on)
Outbound clicks (recommended on)
Site search (on if you have search functionality)
Video engagement (on if you have embedded videos)
File downloads (on if you offer downloadable content)
Action step: Create a document explaining which enhanced measurements are enabled and why.
Basic GA4 Debugging Techniques (30 minutes)
Verify your implementation is working correctly:
DebugView Setup:
Install the Google Analytics Debugger Chrome extension
Or add “?debug_mode=1” to your URL to enable debugging
Real-Time Reports:
Go to Reports > Realtime
Visit your website in another tab to verify data collection
Event Validation:
Check that essential events like page_view appear in DebugView
Verify parameters are correctly formatted
Action step: Create a testing protocol document that outlines the steps to validate your implementation. Include screenshots of successful debug output.
Conclusion (5 minutes)
Congratulations! You’ve completed the foundation of your GA4 reonboarding. These settings form the backbone of reliable analytics data. In Part 2, we’ll build on this foundation by implementing a comprehensive event tracking strategy using Google Tag Manager.
Marketing thrives on data. From customer insights to campaign performance, the right data enables better decision-making, optimization, and growth. But for many organizations, data silos stand in the way. These silos prevent teams from accessing the full picture, leading to inefficiencies, missed opportunities, and sometimes even misleading conclusions.
Where do these silos come from? And more importantly, how can businesses break them down? Let’s explore the key causes of marketing data silos and actionable solutions to overcome them.
1. Lack of Ownership: When No One is Accountable for Data
The Problem
In many organizations, marketing data falls between the cracks because there’s no clear data owner. Different teams—paid media, content, SEO, email—manage their own data, but no one is responsible for unifying and maintaining it across all channels. This leads to:
Disjointed reporting across platforms
Difficulty in aligning marketing goals with business objectives
Wasted time reconciling inconsistent data
The Solution: Establish a Marketing Data Stewardship Model
A data stewardship model assigns responsibility for maintaining and integrating marketing data. This could mean:
Appointing a marketing data lead responsible for standardizing reporting structures
Creating shared dashboards that all teams contribute to
Defining a single source of truth (e.g., a customer data platform or a business intelligence tool)
Best Practice Framework:Data Governance Model – Establishes clear roles, policies, and procedures for managing data effectively.
2. Large Organizations with Cross-Functional Gaps
The Problem
The bigger the company, the bigger the data problem. Large organizations often have multiple marketing teams across regions, brands, or products. Each team may operate in its own silo, making it difficult to:
Share audience insights across departments
Ensure messaging consistency
Measure the true ROI of campaigns across the full customer journey
When marketing operates separately from product, sales, or customer support, critical customer behavior signals get lost.
The Solution: Cross-Functional Marketing Ops Teams
A dedicated marketing operations (MarOps) team can serve as the glue between departments. This team should:
Centralize marketing data in a common platform (e.g., a CDP or a data warehouse)
Standardize reporting frameworks so everyone works from the same KPIs
Facilitate regular cross-functional meetings to align strategies and share insights
Best Practice Framework:Revenue Operations (RevOps) – Aligns marketing, sales, and customer success into one data-driven function.
3. Tech Stack Fragmentation: Too Many Tools, No Integration
The Problem
Companies often use a mix of CRM, email marketing, paid media, analytics, social media management, and automation platforms—but if these tools don’t integrate properly, marketing data gets fragmented. This leads to:
Duplicate or missing data (e.g., a customer who engages with an ad but isn’t reflected in CRM)
Inconsistent reporting metrics across different dashboards
Data export/import nightmares, wasting time manually pulling reports
The Solution: Unify Data in a Central Platform
Investing in data integration tools or a customer data platform (CDP) can help unify marketing data across channels. Key steps include:
Choosing platforms with API compatibility to ensure seamless data transfer
Using data lakes or warehouses to store raw marketing data for advanced analysis
Implementing automation workflows to reduce manual reporting
Best Practice Framework:Modern Data Stack – A set of cloud-based tools designed for scalable and real-time data integration.
4. Data Gatekeeping: When One Team Controls the Data
The Problem
Sometimes, silos happen not because of fragmentation, but because one department owns and restricts access to marketing data. This can happen when:
IT controls analytics tools but doesn’t prioritize marketing needs
Data analysts act as gatekeepers, making access slow and bureaucratic
Marketing leadership wants tight control over data, limiting visibility for other teams
This prevents marketing teams from being agile and making real-time decisions.
The Solution: Implement Self-Service Data Access
Organizations should move toward a self-service analytics model, allowing marketing teams to access the data they need without bottlenecks. This means:
Creating role-based access (so teams get relevant data without security risks)
Using BI tools like Looker, Power BI, or Tableau to enable self-service reporting
Training marketers on data literacy so they can interpret and act on insights independently
Best Practice Framework:Self-Service Analytics – Empowers non-technical teams to explore and analyze data without relying on IT.
5. Data Quality Issues: Inconsistent or Missing Data
The Problem
Even when data is accessible, poor quality can create blind spots. Common issues include:
Inconsistent tracking (e.g., different teams using different UTM conventions)
Missing data fields (e.g., sales data not linking back to marketing campaigns)
Dirty data (e.g., duplicate customer records, incorrect entries)
The Solution: Standardize and Clean Data Regularly
To ensure data integrity, organizations should:
Develop a standardized taxonomy for campaign tracking and naming conventions
Conduct regular data audits to clean up duplicates and missing values
Automate data validation rules to prevent bad data from entering reports
Best Practice Framework:Data Quality Management (DQM) – Focuses on improving data accuracy, completeness, and consistency.
Conclusion: Breaking Down Silos for Smarter Marketing
Marketing data silos don’t just slow teams down—they cost money, create blind spots, and lead to poor decision-making. Organizations that successfully break down these silos will:
Make faster, data-backed marketing decisions
Improve cross-team collaboration and customer experience
Maximize ROI by integrating data across the full customer journey
To get started, identify which of the above challenges apply to your organization and take steps to implement the right frameworks.
The Future of SEO: Embracing Search Everywhere Optimization
In the evolving digital landscape, traditional SEO strategies focusing solely on search engines like Google are no longer sufficient. Users now seek information across various platforms, including social media, e-commerce sites, and AI-driven tools. This shift necessitates a comprehensive approach known as Search Everywhere Optimization (SEOx).
Understanding Search Everywhere Optimization
Search Everywhere Optimization involves enhancing your brand’s visibility across all platforms where users search for information. This includes not only traditional search engines but also platforms like YouTube, TikTok, Instagram, Amazon, and AI chatbots such as ChatGPT. The goal is to ensure that your content is discoverable wherever your audience is looking.
The Shift in User Search Behavior
Recent studies indicate a significant change in how users seek information. Platforms like YouTube and TikTok have become primary search tools for many, especially younger demographics. Additionally, AI-driven platforms are reshaping the search landscape, providing users with instant, conversational responses. This diversification means that brands must adapt their strategies to maintain visibility across these varied channels.
Key Platforms for Search Everywhere Optimization
To effectively implement SEOx, focus on optimizing your presence on the following platforms:
Traditional Search Engines:
Google and Bing: Continue to implement standard SEO practices, including keyword optimization, quality content creation, and backlink building.
Video Platforms:
YouTube: Optimize video titles, descriptions, and tags with relevant keywords. Create engaging thumbnails and encourage viewer interaction to improve rankings.
Social Media:
Instagram and Facebook: Utilize relevant hashtags, engage with your audience through comments and stories, and maintain a consistent posting schedule.
TikTok: Create short, engaging videos that align with current trends. Use popular sounds and hashtags to increase visibility.
AI Chatbots:
ChatGPT and Similar Platforms: Structure your content to be easily digestible by AI, ensuring that it can be referenced accurately in AI-generated responses.
E-commerce Platforms:
Amazon: Optimize product titles, descriptions, and backend keywords. Encourage customer reviews and maintain competitive pricing.
Emerging Platforms:
Podcasts and Voice Search: Ensure your content is accessible via voice search by using natural language and answering common questions related to your industry.
Strategies for Effective Search Everywhere Optimization
To successfully implement SEOx, consider the following strategies:
Content Adaptation: Tailor your content to fit the format and audience expectations of each platform. For instance, while a detailed blog post may perform well on your website, a concise, visually engaging version might be more suitable for Instagram or TikTok.
Consistent Branding: Maintain a consistent brand voice and visual identity across all platforms to build brand recognition and trust.
Data-Driven Decisions: Utilize analytics tools to monitor performance across platforms, allowing for informed adjustments to your strategy.
Engagement Focus: Encourage and respond to user interactions to build a community around your brand, which can lead to increased visibility and loyalty.
Challenges and Considerations
Implementing a Search Everywhere Optimization strategy comes with challenges, including staying updated with platform-specific algorithms, managing content across multiple channels, and allocating resources effectively. It’s crucial to prioritize platforms that align with your target audience and industry.
Conclusion
The digital landscape is continually evolving, and so must our strategies. By embracing Search Everywhere Optimization, brands can ensure they remain visible and relevant across all platforms where their audience seeks information. This comprehensive approach not only enhances reach but also builds a resilient online presence adaptable to future shifts in user behavior.
Use this to: Get familiar with the platform and learn more about using it to its fullest.
You’ll need: A Google account, and knowledge of Google analytics metrics and dimensions.
If you’re just getting started Google also has free courses and tons of documentation about using Google Analytics.
Good to know: This set is for an eCommerce site, so it’s good to understand that different types of websites will have different onsite goals and measurements.
Trying to apply e-commerce principles to a B2B website for a company
with with a long sales cycle is not realistic and tends to lead to more short-term focused strategies.
How to find it: Search “Google Analytics Demo Account” Should be the first result, or click the header above.
Use this to: Practice advanced data analysis on a robust dataset.
This data set is great to use because since it’s included in a Google course you can not only find a guide to help, you can also search for other people’s work after you’re done, and compare notes.
The challenge of the project is to make marketing recommendations from user data.
You’ll need: Beginner-intermediate knowledge of SQL, R, or Python to work on this one.
You will also need data visualization skills and familiarity with Tableau Public or another easily accessible data viz platform.
Good to know: If you’re a beginner at marketing and/or data analysis, you may want to take the full course.
If you’re familiar with analyzing marketing data and you’ve presented recommendations before, you can probably skip a lot of the course, but it’s good to get a full-picture view.
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