Set up team workspaces

Organize your analytics across teams by creating workspaces with dedicated websites, members, and roles. This guide walks through setting up a team structure for agencies, companies, or multi-project setups.

Planning your team structure#

Before creating teams, decide how to organize your websites:

Structure	Example	When to use
By client	"Acme Corp", "Beta Inc"	Agencies managing multiple clients
By department	"Marketing", "Engineering", "Product"	Companies with cross-functional analytics needs
By project	"Main App", "Blog", "Documentation"	Teams managing multiple properties

Step 1: Create a team#

1. Go to Settings > Teams.
2. Click Create team.
3. Enter a descriptive name and click Save.

You are automatically assigned as Team Owner with full permissions.

Step 2: Add websites to the team#

1. Navigate to the team.
2. Go to Websites and click Add Website.
3. Enter the website name and domain, then click Save.

Websites in a team are visible to all team members based on their role. You can also transfer existing websites from your personal account to a team — see Manage a team.

Step 3: Invite members#

Using access codes#

1. Navigate to the team and find the Access code.
2. Share the code with the person you want to invite.
3. They go to Settings > Teams > Join team and enter the code.

Using email invitations (Cloud)#

On Umami Cloud, you can invite users directly by email:

1. Navigate to the team > Members > Invite user.
2. Enter their email and click Send.
3. They'll receive an email with a link to join.

Step 4: Assign roles#

Role	What they can do
Team Owner	Everything, including deleting the team.
Team Manager	Everything except deleting the team.
Team Member	View and manage websites, but cannot modify team settings.
View Only	View analytics data only. Cannot create or modify websites.

Edit a member's role from the Members table by clicking Edit next to their name.

Working with teams#

Switching between teams#

Click the profile button in the sidebar and select Teams to see all teams you belong to. Click on a team to switch into that workspace.

Personal vs. team websites#

Websites in your personal account are only visible to you. Websites in a team are visible to all team members. Use personal websites for testing or personal projects, and team websites for shared work.