Add a User to Heap Analytics

Use this checklist to invite the collaborator into Heap.

Prerequisites

• Identify the Heap organization URL and list of projects (production, staging, mobile, web) the collaborator should access.
• Confirm whether SSO or SCIM provisioning is enabled; if so, pre-create the user in your IdP.
• Collect the collaborator’s service account email and decide which default project role applies.
• Ensure you have Organization Admin privileges.

Invitation Workflow

1. Log into Heap and open Account → Manage from the top navigation.
2. Choose Members and click Invite New Members.
3. Enter the collaborator’s service account email.
4. Select the appropriate Organization Role (Admin if the collaborator will manage governance, Member for standard analysis).
5. Assign the projects the account should access and choose the project-level role (Manager, Analyst, Viewer).
6. Send the invitation and record the reason in your internal tracker.

After Inviting

• Confirm the account shows under Pending Invites until accepted.
• Share any MFA, VPN, or password requirements with the collaborator’s team.
• Update your IAM records with the invite date, role, and approver.

Troubleshooting

• Invite not delivered: Allowlist @heap.io and resend the invitation.
• SSO required: Ensure the user is added to the appropriate IdP group before clicking the invite link.
• Need temporary access: Set a reminder to remove or downgrade the user at the agreed sunset date.