Team Collaboration

Team collaboration allows you to share brand access with colleagues, clients, or team members. Each person gets their own login and permissions based on their role.

Requirements

To use team collaboration, you need:

• Agency plan — This feature is exclusive to Agency subscribers

• Brand ownership — Only brand owners can manage collaborators

Not on Agency? Upgrade your plan to unlock team collaboration.

Accessing Collaborators

1. Make sure you have a brand selected

2. Navigate to Brand → Collaborators in the sidebar

3. You'll see your current team members and can invite new ones

Understanding Roles

There are three roles in Rank Prompt:

Owner

The person who created the brand. Owners have complete control:

• All Editor permissions

• Delete scheduled reports

• Delete content briefs

• Delete outreach emails & templates

• Manage CMS connections

• Manage hosted site

• Manage collaborators

• Delete the brand

Note: There's only one owner per brand, and ownership cannot be transferred.

Editor

Editors can actively work on the brand:

Viewer

Viewers have read-only access — perfect for clients or stakeholders:

Inviting Collaborators

Step 1: Open the Invite Modal

1. Go to Brand → Collaborators

2. Click "Invite Collaborator" button

Step 2: Enter Details

Step 3: Send the Invite

Click "Send Invite". The person will receive an email invitation.

Important: The invited person must already have a Rank Prompt account with that email address.

Managing Invitations

Pending Invitations

When someone hasn't accepted yet, you'll see:

• Pending badge next to their email

• Invited on date

• Resend button to send another invitation email

Accepted Invitations

Once accepted, you'll see:

• No pending badge

• Joined on date

• Role dropdown to change their role

Changing Roles

To change someone's role after they've joined:

1. Find them in the collaborators list

2. Use the role dropdown

3. Select Editor or Viewer

The change takes effect immediately.

Removing Collaborators

To remove someone's access:

1. Find them in the collaborators list

2. Click the trash icon

3. Confirm the removal

They'll lose access immediately and would need a new invitation to rejoin.

Collaborator Limits

Each brand can have up to 5 collaborators (not counting the owner).

If you're at the limit, you'll need to remove someone before inviting a new collaborator.

Use Cases

Agency with Clients

Give clients Viewer access so they can:

• See their visibility reports

• Track progress over time

• Access data without making changes

Marketing Team

Give team members Editor access so they can:

• Run reports and schedules

• Create content briefs

• Manage outreach campaigns

Consultant with Assistants

• You as Owner: Full control

• Assistant as Editor: Day-to-day management

• Client as Viewer: Progress monitoring

Frequently Asked Questions

Can I transfer ownership?

No, ownership cannot be transferred. The brand creator is always the owner.

What if a collaborator leaves the company?

Remove them from the collaborators list. Their access is revoked immediately.

Do collaborators use my credits?

No, they have to have their own credits.

Can collaborators see billing information?

No, billing and subscription information is only visible to the account holder, not collaborators.

Can I add the same person to multiple brands?

Yes! You can invite someone to as many brands as you want (as long as you're the owner of those brands).

Summary

Next Steps

• Configure brand settings

• Create your first report

Questions?

Contact us at [email protected] — we're happy to help!