Organizations & Projects

Manage organizations, projects, and team member access in Mixpanel

Organizations & Projects

Learn how to manage organizations, create and configure projects, and control team member access across your Mixpanel implementation.

Organizations

An Organization is an entity that links your projects, users, and subscription plan. It serves as the top-level container for all your Mixpanel resources.

Creating an Organization

A user who signs up for a new Mixpanel account without being invited by an existing Mixpanel user will be prompted to create a new organization. This is the only way a new organization is created.

If you need to create a new organization as a member of an existing organization, contact the Support team.

Organization Discoverability

Organization Discoverability makes it seamless for new users with a shared work email domain to connect with teammates in an existing organization in Mixpanel, allowing them to access their team’s projects, data, and reports, instead of joining a new, empty org.

This feature is accessible to new users who have verified their email as well as existing organizations that are on an Enterprise plan and do not have SSO enabled.

Setting Up Organization Discoverability

Only organization owners and billing admins can access Organization Discoverability:

1. Go to Organization Settings > Users & Teams > Organization Discoverability
2. Specify the private (work) email domain(s) that should be granted access when a new user signs up
3. Designate the level of discoverability:

Open Organization: Discoverable and joinable to any new users with an admin-specified email domain(s).

Admin Approval: Discoverable to any new user signing up with a specified email domain, but can only be joined upon request. Admins will receive an email notification to authorize access.

Invite Only: Undiscoverable regardless of email domain. New users must be invited by the admin.

Public email domains, such as Gmail or Yahoo, cannot be used for Organization Discoverability.

Deleting an Organization

Organization Owners may request the closure of the organization under the Overview tab in the Organization Settings, which would delete your organization, all existing projects, and all the data contained inside of the project.

Users will maintain access to your organization for 90 days, after which it will be deleted. After 90 days, organization projects will be permanently deleted.

Contact the Support team if you have any questions regarding the deletion of your organization/data.

Managing Projects

Creating Projects

To create a project, you will need an admin or owner organization role. Learn more about Roles and Permissions.

Your first project will be created automatically when you create an Organization in Mixpanel. You can create additional projects as follows:

1. In Organization Settings, click Projects at the left-side menu
2. Click Create Project
3. Enter a name for the project
4. Choose the residency of your data
5. Choose the timezone of your project
6. Click Create

The data residency of a project can’t be changed once the project is created.

We recommend creating a Development project to test any tracking changes before pushing them to production.

Project Details

View and Edit Project Information

To view project information:

1. In Organization Settings, click Projects
2. Click a project to see details, usage statistics, and access keys

You can edit the name of the project and its time zone by clicking the Pencil icon in the “Name” and “Timezone” fields.

Field	Description
Organization	The name of the organization where the project is
Project ID	The ID number of the project
Data Residency	Where the data centers hosting the data pool of this project are located
Timezone	The time zone you assign the project
Created By	The name of the user who created the project
Date Created	The date when the project was created
Access URL	The URL where you can access the project

Access Keys

Managing Project Tokens and API Secrets

Each Mixpanel project has its own unique routing number, called a project token. Whenever you want to send data to a specific project, you’ll need to specify the project token.

Locate Current Project Token:

1. Click the Settings gear in the upper right-hand corner
2. Select Project settings
3. View your Project Token under the Access Keys table

View Tokens for All Projects:

1. Click the Settings gear icon
2. Select Personal Settings
3. Select the Projects tab

Reset API Secret and API Key: You can reset the API Secret and API Keys for any projects you own. Go to Settings → Profile → Projects → Your Projects, and click Reset next to the desired project.

Project Token cannot be reset in a self-served manner. If you need to reset your project token, please reach out to our Support team.

Manage Timezones for Projects

Understanding and Changing Project Timezones

Mixpanel records all events in Coordinated Universal Time (UTC) at intake. Changing the timezone for any project under Project Settings only affects the timezone in which Mixpanel outputs results.

For projects created before 1 Jan 2023, Mixpanel converts event timestamps to your project timezone before writing the event to your Mixpanel data stores.

Changing your Timezone:

You must have an admin or owner project role to change your project timezone setting.

1. In Project Settings, select the project
2. In Overview, select the pencil icon in the Timezone field
3. Select a timezone and click Save

Changing the timezone will not affect any data, it only affects the timezone in which we output results.

Sending Date Properties:

Date properties should be sent as iso-formatted date strings (YYYY-MM-DDTHH:mm:ss) in UTC:

// JavaScript example
mixpanel.track("Sign Up", {
  "Account Created Date": new Date().toISOString()
});

Project Operations

Reset Projects

Only project owners and organization owners may reset projects.

You can reset the current project in Project Settings. When you reset the project, Mixpanel deactivates the project and all its data and settings, and then generates a new project.

Mixpanel stores a backup of the deactivated project and will delete the data based on the data retention policy.

Delete Projects

Only project owners and organization owners may delete projects.

To delete a project:

1. In Organization Settings, click Projects
2. Select the project you want to delete
3. Click Delete Project
4. Confirm deletion in the dialog box

Mixpanel will store a backup of the deleted project and will delete the data based on the data retention policy.

Transfer Project to Another Organization

Organization owners and project owners can transfer a project to another organization to which they have permission.

When a user transfers a project to another organization, the project members and service accounts don’t transfer with the project. Project members will lose access if they aren’t members of the target organization.

To transfer a project:

1. Under Project Settings, click a project
2. Click Transfer
3. Select the destination organization from the dropdown
4. Click Done

Project tallies will be transferred along with your project to the new Organization.

Merge Mixpanel Projects

Before merging projects, consider:

• Aliases are project-specific. Before importing data into the new project from the old project, you’d need to recreate the aliases from your old project
• Ensure you have stopped sending data to the old project(s) before beginning to export

How to Merge:

1. Stop sending data to the old project(s)
2. Begin sending all data to the new project
3. Export data via the raw data export API
4. Import the data into the new project via Mixpanel’s import API

Additional Tips:

• When you export raw event data, the timestamps on those events will be in the timezone of your project
• Before importing into your new project, convert those timestamps to UTC

Roles & Permissions

Your team members access your organization and its projects using individual user accounts. Each account will have a single organization role per organization and one or more project roles for each project it is a part of.

To invite and manage users in your organization and project, you will need an admin or owner organization role.

Invite Users

Invite Users to an Organization

To invite a user to an organization:

1. Under “Organization Settings”, click Users & Teams
2. Click Invite Users
3. Enter the email address of the user
4. Select their Organization Role, Projects to add them to, and Project Role
5. Click Add another user to invite additional users
6. Click Invite to complete the process

You may also bulk invite users by selecting Bulk invite and uploading a CSV file following the format of the provided CSV template.

Mixpanel enforces a domain-based rate limit of about 10 invite emails per hour per email domain for organization/project user invitations.

Invite Users to a Project

To invite a user to a project:

1. Under “Project Settings”, click Project Users
2. Click Invite Users
3. Select existing users in your organization or type an email to invite a new user
4. Assign a role in the Role dropdown menu
5. Click Add another user to invite additional users
6. Click Invite to complete the process

If there are projects that you wish for everyone in your organization to have baseline access, you can choose All Users in the Organization from the User dropdown menu and then select a default role.

Remove Users

Remove Users from Organization or Project

Remove User from an Organization:

1. Under “Organization Settings”, click Users & Teams
2. Find the user(s) to remove and click the checkbox next to their name
3. Click the Delete button that appears at the top of the table

Deleting a user from an organization will remove them from all projects and teams within the organization and is non-reversible.

Remove User from a Project:

1. Under “Project Settings”, click Project Users
2. Find the user(s) to remove and click the checkbox next to their name
3. Click the Delete button that appears at the top of the table

A user can belong to multiple projects. Removing a user from one project does not affect their access to other projects within the organization.

Organization Roles

Users on an Enterprise or Growth plan have access to four roles: Owner, Admin, Billing Admin, and Member. Users on a Free plan have access to two roles: Owner and Billing Admin.

Permission	Owner	Admin	Billing Admin	Member
Manage Billing Plans	✅	❌	✅	❌
Create Projects	✅	✅	❌	❌
Delete Projects	✅	❌	❌	❌
Create/Delete Teams	✅	✅	❌	❌
Transfer Projects Between Organizations	✅	❌	❌	❌
Add/Invite/Remove users	✅	✅	❌	❌
Add/Modify/Remove Service Accounts	✅	✅	❌	❌
Modify Roles - Organization Level	✅	✅	❌	❌
Modify Roles - Make themselves an Owner	✅	❌	❌	❌
Modify 2FA and SSO	✅	✅	❌	❌
Request Organization Deletion	✅	❌	❌	❌

Organization Owner

It is recommended to have at least 2 Organization Owners at all times, in case an owner loses access to their account or is no longer working with the company.

Organization Owners have administrative permissions for the organization and all the projects in the organization. Multiple users can be Owners. However, each organization must have at least one Owner.

If all existing owners are no longer working with the company and you need to assign a new owner, please reach out to the support team.

Organization Admin

Organization Admins have permissions to manage projects, members and roles in the organization. Organization Admins have the same permissions as Organization Owners except for:

• Request Organization deletions
• Delete Projects
• Transfer Projects between Organizations
• Manage Billing Plans

An Organization Admin cannot assign any user to anything higher than Admin (i.e., Organization Owner).

Billing Admin

Organization Billing Admins can only manage billing plans for your company. The Billing Admin does not have to belong to a team or project.

Billing admins can view organization settings solely to:

• Manage Billing Plans
• Update Billing Information
• View Receipts
• Submit a Downgrade Request

Member

Organization Members have no permissions to control or manage organization settings. In order for a user to have access to project(s) and/or team(s), they must first be added to the organization as a Member.

Project Roles

Users in a Project can be assigned to 4 roles: Owner, Admin, Analyst, and Consumer.

Project Permission	Owner	Admin	Analyst	Consumer
Transfer/Reset/Delete Projects	✅	❌	❌	❌
Edit Project Timezones	✅	✅	❌	❌
Edit Project Name	✅	✅	❌	❌
View Access Keys	✅	✅	❌	❌
View Usage Statistics	✅	✅	❌	❌
Invite Project Users	✅	✅	❌	❌
Create and View Reports	✅	✅	✅	✅
Download Reports	✅	✅	✅	❌
Create/Edit Cohorts	✅	✅	✅	✅
Export Cohorts	✅	✅	✅	❌
Hide Data in Lexicon	✅	✅	❌	❌
Merge Data in Lexicon	✅	❌	❌	❌
Drop Data in Lexicon	✅	❌	❌	❌

Project Owner

When a user creates a project, they own and have complete control over it. They have all permissions at the project level and can provision project ownership to other project users.

Organization Owners, by default, have administrative permissions to assume an owner role in a project.

Project Admin

Project Admins have the same set of permissions as project owners. However, they cannot delete or reset the project or manage its security. A Project Admin cannot assign any user to anything higher than Admin.

Organization Admins, by default, have administrative permissions to assume an admin role in a project.

Project Analyst

Project Analysts can create and save Mixpanel reports and Boards. They can also share their saved reports and Boards, along with reports and Boards in which they have editor permissions. They do not have permissions to manage project user roles.

Project Consumer

Project Consumers can view and save their own reports and Boards. However, they cannot share their saved reports and Boards with other project users as these will be marked as private.

• Add saved reports to their own Boards
• Duplicate another user’s Board and view it as a private Board
• Edit reports and Boards on which they have been added as an editor
• Cannot create public Boards

Project Consumers do not have permissions to manage project user roles.

Teams

Mixpanel enables you to create and delete Teams within an organization. Teams make it easier to manage roles and permissions for a group of users. Users who are a member of a Team will be provisioned with the same role and permission that is assigned to the team.

Creating Teams

To create teams in Mixpanel:

1. Under “Organization Settings”, click Users & Teams
2. Click Teams to see a list of current teams
3. Click Create Team and provide a team name
4. Click Done to complete the process

Adding Users to Teams

All users added to a team will receive the same role and permissions that is assigned to the team.

1. Under “Organization Settings”, click Users & Teams
2. Select the Teams tab and select the team to add users to
3. Click Add Users to select users to add to the team
4. Click Done to complete the process

Service Accounts can also be added to teams, similar to how you would add a user to teams.

Managing Team Permission

Adding Projects to Teams:

Adding projects to a team gives all individuals in the team access to that project with the specified project role.

1. Under “Organization Settings”, click Users & Teams
2. Select the Teams tab and select the team to manage
3. Click Add Projects and select the project(s) and appropriate project role
4. Click Add to complete the process
5. You can also grant Classified Data access by ticking the checkbox under Classified Data column

Adding Data Views to Teams:

Adding project Data Views to a team will filter data access to all individuals within the team. See Data Views for more information.

Deleting Teams

Deleting a team will revoke all access permissions that were granted to users and service accounts as part of their team assignments. Permissions given through other grant types will be retained.

To delete a team in Mixpanel:

1. Under “Organization Settings”, click Users & Teams
2. Click Teams to see a list of current teams
3. Find the team(s) to remove and click the checkbox next to the team name
4. Click the Delete button that appears at the top of the table