Identifying Accountants in a Group by User Properties

Juan I. · 2025-03-18T06:10:30.371Z

what would be a way I might have to identify inside a group_id if any of the users belonging to that group has a particular property. I want to identify whihc users are accountants in my companies, thats by looking there specific property at user level

Identifying Accountants in a Group by User Properties | Mixpanel Community

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kapa.ai
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Hi Juan I., Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
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kapa.ai
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To identify which users within a group have a specific property (like being accountants in your companies), you'll need to use a combination of Group Analytics and User Profiles in Mixpanel.Here's how you can approach this: 1. First, make sure you have Group Analytics set up with your companies as groups. Group Analytics is a paid add-on available to customers on Growth and Enterprise plans Group Analytics.2. Ensure that you're tracking user properties that identify accountants. For example, you might have a user property like "role" or "department" set to "accountant" for relevant users.3. Add the group key to each user's profile to establish the connection between users and their companies. This is crucial for being able to filter users by their group membership: LBKS// Example in JavaScript mixpanel.identify('USER_ID'); mixpanel.people.set({ '$name': 'Jane Doe', '$email': 'jane.doe@[example.com](http://example.com)', 'role': 'accountant', 'company': 'company_id_123' // This connects the user to their company group });LBKS4. To find accountants within specific companies, go to the Users page in Mixpanel and: - Filter users by the user property that identifies accountants (e.g., "role" = "accountant") - Filter by the group key property to show only users belonging to specific companiesThis approach works because adding the group key to user profiles creates a one-way relationship that allows you to view user profile properties when analyzing by Users in reports Add Group Key to User's Profile.Remember that if a user belongs to multiple groups (companies), you should set the group key property as a list of values: "company_id": ["1", "2"].With this setup, you can create cohorts of accountants by company or run analyses to understand how accountants across different companies use your product.
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kapa.ai
APP
·
·
Hi Juan I., Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
kapa.ai
APP
·
·
To identify which users within a group have a specific property (like being accountants in your companies), you'll need to use a combination of Group Analytics and User Profiles in Mixpanel.Here's how you can approach this: 1. First, make sure you have Group Analytics set up with your companies as groups. Group Analytics is a paid add-on available to customers on Growth and Enterprise plans Group Analytics.2. Ensure that you're tracking user properties that identify accountants. For example, you might have a user property like "role" or "department" set to "accountant" for relevant users.3. Add the group key to each user's profile to establish the connection between users and their companies. This is crucial for being able to filter users by their group membership: LBKS// Example in JavaScript mixpanel.identify('USER_ID'); mixpanel.people.set({ '$name': 'Jane Doe', '$email': 'jane.doe@[example.com](http://example.com)', 'role': 'accountant', 'company': 'company_id_123' // This connects the user to their company group });LBKS4. To find accountants within specific companies, go to the Users page in Mixpanel and: - Filter users by the user property that identifies accountants (e.g., "role" = "accountant") - Filter by the group key property to show only users belonging to specific companiesThis approach works because adding the group key to user profiles creates a one-way relationship that allows you to view user profile properties when analyzing by Users in reports Add Group Key to User's Profile.Remember that if a user belongs to multiple groups (companies), you should set the group key property as a list of values: "company_id": ["1", "2"].With this setup, you can create cohorts of accountants by company or run analyses to understand how accountants across different companies use your product.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.