Update Heap Analytics Roles for the collaborator

Modify the collaborator’ Heap permissions when new projects launch, governance responsibilities shift, or access should be reduced.

When to Update

• Additional projects (web, mobile, staging) need to be shared.
• the collaborator begins managing tracking plans via Heap Govern or customer messaging via Heap Engage/Activate.
• Engagement scope narrows and read-only access is sufficient.
• Security reviews require MFA, SSO group changes, or IP restrictions.

Update Workflow

1. Open Account → Manage → Members and locate the collaborator’s account.
2. Adjust the Organization Role (Admin, Member) depending on the required privileges.
3. Modify the project list and select the correct project roles for each environment.
4. Enable or disable Govern/Activate permissions as requested.
5. Save the changes and note the ticket or request reference in your IAM log.
6. Notify the collaborator so they can confirm the changes on their side.

Validation

• Check the user record for the correct roles and project assignments.
• Ask the collaborator to log in and confirm dashboards, tracking plans, or messaging tools reflect the update.
• Export the Access Log entry for your compliance archive.

Related Tasks

• Update SCIM or SSO groups if provisioning is automated.
• Rotate any ingestion keys or API tokens handled by the collaborator’s account when privilege levels increase.
• Review scheduled reports or webhooks to ensure ownership remains accurate after the change.