We’re building a B2B SaaS product. Our product is similar to Notion where a user can be part of multiple workspaces and has different permission levels in each of those workspaces.
Question
When a user performs an event in our product, we want to be able to track the workspace and the permission level of the user for that specific workspace. How should we set up our user / event properties to track this properly?
FYI Accounts add-on is currently not a viable option for us due to our budget.
Best answer by belinda.chiu
Hi
I was going to suggest the Accounts add-on but I saw your note regarding it - thank you for sharing that!
If you simply want to track the workspace and permission level as a value to segment and group by, then setting this up as an event property or a user property would work! I would recommend setting it up as a user property since you can then use this property on both the Events module and the User Segment module for segmenting and grouping by. The only thing with setting up as user property is to be careful of when the values apply to events: https://help.amplitude.com/hc/en-us/articles/115002380567#applying-user-properties-to-events to make sure the right value is attached to the right event.
You could change the user ID but you wouldn’t be able to look at that user’s entire flow across workspaces.
Or is there a better way to set up our user id? We’re currently using userId:workspaceId(e.g. 10001:1) format but it’s hard to track a user across multiple workspaces with this structure.
+8Hi
I was going to suggest the Accounts add-on but I saw your note regarding it - thank you for sharing that!
If you simply want to track the workspace and permission level as a value to segment and group by, then setting this up as an event property or a user property would work! I would recommend setting it up as a user property since you can then use this property on both the Events module and the User Segment module for segmenting and grouping by. The only thing with setting up as user property is to be careful of when the values apply to events: https://help.amplitude.com/hc/en-us/articles/115002380567#applying-user-properties-to-events to make sure the right value is attached to the right event.
You could change the user ID but you wouldn’t be able to look at that user’s entire flow across workspaces.
Hi Belinda, thanks for the answer. I think we’ll set it up as user properties and update them either when the workspace changes or for every event.
If you don't have an Amplitude account, you can create an Amplitude Starter account for free and enjoy direct access to the Community via SSO. Create an Amplitude account. You can also create a Guest account below!
If you don't have an Amplitude account, you can create an Amplitude Starter account for free and enjoy direct access to the Community via SSO. Create an Amplitude account. Want to sign up as a guest? Create a Community account.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
