Update Mixpanel Roles for the collaborator

Adjust the collaborator’ Mixpanel permissions whenever project coverage, security requirements, or responsibilities change.

When to Update

• New projects come online and the collaborator should participate in instrumentation or analysis.
• We need elevated rights to manage Lexicon, data management, or integrations.
• Engagement scope narrows and read-only access is sufficient.
• SSO/SCIM group mappings are updated by IT.

Update Workflow

1. Go to Organization Settings → Members and open the collaborator’s account.
2. Change the Organization Role if needed (Admin vs. Member).
3. Edit the list of projects and adjust the role for each project (Admin, Analyst, Viewer).
4. Save the changes.
5. If SCIM is enabled, ensure the new roles are reflected in your IdP mapping.
6. Notify the collaborator’s contact with the update summary.

Validation

• Check the Activity Log to confirm the role change recorded successfully.
• Ask the collaborator to log in and verify the correct projects appear with expected permissions.
• Record the modification in your IAM tracker, including requester, approval, and date.

Related Tasks

• Update service account tokens or ingestion keys if privileges increase.
• Review scheduled alerts or report subscriptions to ensure the collaborator still receives (or no longer receives) notifications.
• Note any dependencies on Mixpanel data pipelines that may require additional Google Cloud or AWS access updates.