Now that your data is set up, it’s time to bring your team into Heap and get started with analysis!
Share Your Strategy
To familiarize your team with Heap and their role, publish the rollout plan you crafted throughout this guide in an easily accessible place, like your internal wiki. This resource will help to reduce the friction involved with onboarding new teammates, and streamline the process of getting them up to speed with your Heap account and established data governance guidelines.
We recommend answering these questions and providing that information in your rollout doc:
- How will you onboard new users to Heap?
- What information will you include in your communications?
Invite Teammates & Set Permissions
Assigning the right levels of ownership is extremely important to a successful data governance strategy (which otherwise isn’t very useful if there’s no one to enforce it).
Users with Admin or Architect level permissions in Heap are jointly responsible for enforcing the guidelines you laid out above, and for maintaining and evolving your data governance strategy over time. You should be very clear about who is responsible for what.
We recommend completing this table as a first step to laying out the organization of your team. When inviting your team members, you’ll be prompted to assign their role, so it’s important to have this established beforehand.
| Name | Team | Permission Level |
| Firstname Lastname | Product | Admin |
| Firstname Lastname | Marketing | Architect |
| Firstname Lastname | Engineering | Architect |
| Firstname Lastname | Sales | Analyst |
When defining your team structure via the table above, we recommend answering the following questions:
- Which individual(s) are responsible for QAing and verifying events/segments/reports?
- Which individuals(s) are responsible for reviewing and correcting inactive events?
- Which individual(s) are responsible for communicating relevant account changes to the rest of the team?
- Which individual(s) should users reach out to for an invite to Heap?
- Which individual(s) internally own your Data Governance Strategy?
- <Add other domains of ownership not listed here if needed>
Complete steps to invite your team members are available in Teammates & Permissions. For an extra measure of security, you may also want to set up mandatory 2FA or SSO for your organization.
For an interactive course on how to keep your Heap account clean and organized, check out our Organizing and Managing Heap course in Heap University.
Dive Into Analysis
Once you’ve set up your team, we recommend reading Charts overview to learn about each of our analysis features.
Get Started with Session Replay
Session replay allows you to watch a visual reproduction of a single user’s interactions on your website. When paired with our analysis features, it illuminates the full customer journey by showcasing crucial moments of friction, such as drop-off points in funnels.
Session replay is an add-on feature for paying customers only. You may try the feature for free for 14 days or 10,000 sessions (whichever comes first), after which you must contact Sales to continue use.
To learn more about Session Replay, see Session Replay overview.
Learn From How Other Orgs Use Heap
Looking for inspiration? Review our Customer Stories to learn about how similar brands are leveraging Heap to grow their business. See use cases for eCommerce, retail, SaaS, financial services, real estate, and more.
Got Questions? Ask the Community
If you’re looking to learn about Heap best practices and other ways to be data-driven alongside fellow Heap users, the Heap Community is always here for you!
As a starting point, we recommend reviewing the post What I Wish I Knew My First Day in Heap, which contains a wealth of useful advice from Heap champions.
Have feedback about this guide? Email docs@heap.io or click ‘Was this article helpful?’ to send a message directly to our education team.