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Team collaboration

Invite teammates on Pro and up, give them some brands or all of them as editors or viewers, and change or remove their access any time from the Team page.

Invite your teammates to work on your brands. Each person signs in with their own account, gets a role (Editor or Viewer), and sees either the brands you pick or every brand in your account.

Requirements

  • Pro, Agency or Agency Plus. Seats are shared across your whole account, not counted per brand: Pro 2, Agency 10, Agency Plus 25.

  • The account owner manages the team. The Team page always shows the team of your own account.

Members use your account's shared credit pool, so anything they run is billed to you. Client seats (clients who sign in to see one brand) are separate from team seats: see Client access.


Opening the Team page

  1. Click the gear at the foot of the sidebar

  2. Under Settings, click Team

The Members table lists everyone with access to your account, their brands and their role. Invite member is at the top.


Roles

There are three roles: Owner, Editor and Viewer.

Role

Who

What they can do

Owner

The account that created the brands

Everything, including deleting and managing the team

Editor

A teammate you invite

Create, edit, run and publish, without deleting most things

Viewer

A teammate you invite

See everything on their brands, change nothing

Access

Separate from the role, every member has an access:

Access

What it means

Selected brands

The member sees only the brands you pick. Set a role per brand, or let each brand inherit the member's role

All brands (account-wide)

The member sees every brand in your account, including brands you create later

Tip: If your whole team works on every client, give each member All brands (account-wide) once and you never touch their access again when you add a brand.

What editors and viewers can do

Area

Viewer

Editor

Reports, Scheduled Reports and prompts

View

Create, edit and run

Visibility and Sources pages

View

View, track pages, analyze pages

Brand Audit

View results

Run audits, analyze citations, generate recommendations

The agent

No

Yes

Content: articles, media, publishing

View

Create, edit and publish

Outreach: emails, campaigns, sequences, templates, contacts

View

Create, edit and send

SEO, Business Profile, Google Analytics and Search Console

View

Create, edit and connect

Tasks

View

Create and edit

Brand settings

View

Edit

What only the owner can do

  • Delete the brand

  • Delete Scheduled Reports, their locations, and tasks

  • Delete Brand Audits and articles

  • Delete outreach emails, templates, sequences, campaigns and contact lists; delete or merge contacts

  • Connect or remove a publishing site, GitHub and the hosted blog

  • Manage webhooks

  • Disconnect OpenAI Ads and change its spend limits

  • Invite, change and remove team members


Inviting a team member

  1. Go to Team and click Invite member

  2. Fill in the form:

Field

What to enter

Email

Their email. They don't need an account yet

Role

Editor or Viewer

Access

Selected brands or All brands (account-wide)

Brands

With Selected brands: the brands, and a role per brand if you want one

  1. Click Send invitation

They get an email with a link. They open it and sign in, or create their account, with that same email address. Until then they show as Pending.


The Members table

Column

What it shows

Member

Their email, and when they were invited or joined

Access

All brands, or the brands they can see with their role on each

Status

Active, Pending or Suspended

Role

Their role; change it from the dropdown

Each row has Resend (for an invitation not accepted yet), Edit access and Remove member.


Changing a member's brands or role

You never need to remove and re-invite someone. Inviting an email that is already an active member fails with "This person is already a member of your account."

  • Role: pick Editor or Viewer in the Role column. It applies right away.

  • Brands: click Edit access, switch between Selected brands and All brands (account-wide), add or remove brands, then Save changes. "Changes apply immediately, no new invitation needed."


Removing a team member

  1. Click Remove member on their row

  2. Confirm with Remove

They lose access to your brands right away. Any API keys they created in your account are revoked with the seat. To bring them back, invite them again.


Seats

What counts

What doesn't

Active members

You, the owner

Pending invitations

Suspended members

At the limit, remove someone or upgrade before you invite again.

If your plan drops to fewer seats than you use, the members past the new limit (the most recently invited first) become Suspended: they keep their place in the table but lose access until you have room again.


For members: switching and leaving accounts

A member works in someone else's account from the account switcher in the top bar: My account is yours, a Shared account is one you were invited to. To leave a shared account, choose Leave this account. You lose access to its brands until you're invited again.


Common setups

Agency team

Give every teammate Editor with All brands (account-wide) so they can work on any client, including the ones you add later.

In-house marketing team

Give each person Editor on the brands they own, and Viewer to stakeholders who only follow the numbers.

Consultant

  • You as Owner

  • A colleague as Editor for the day-to-day work

  • The client's stakeholder as Viewer, or a client seat on Agency Plus


Frequently asked questions

Can I transfer ownership?

No. The account that created a brand owns it.

How do I give an existing member more brands?

Open Team, click Edit access on their row and add the brands, or switch them to All brands (account-wide).

Do team members use my credits?

Yes. Members use your account's shared credit pool, so anything they run on your brands is billed to you. They don't need credits of their own. The same goes for the AI budget: their agent chats and AI edits inside your brands spend yours, unless they run the agent on their own OpenAI key.

Can team members see my billing?

No. Plans and Subscription always show each person's own account, never yours.

Can one person work on several of my brands?

Yes. A person takes one seat in your account and gets access to the brands you pick, or to all of them.


Summary

Topic

Key points

Plan

Pro and up, managed by the account owner

Seats

Per account: Pro 2, Agency 10, Agency Plus 25; pending invitations count

Roles

Owner, Editor, Viewer

Access

Selected brands or All brands (account-wide), change any time with Edit access


Next steps

  • Configure brand settings

  • Create your first report


Questions?

Email [email protected] and I'll help.

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