Account
How users, teams, brands, and permissions fit together in Trakkr.
Trakkr stacks three things: a user, a team, and the brands that team tracks. Almost every question that starts "why can't I see this" is answered at one of those three layers.
Read this before you add the second person or the second brand. After that, the details live in Brands, Teams, and Plans and billing.
The three layers
| Layer | What it holds | Where you change it |
|---|---|---|
| User | Your identity, sign-in, preferences, and personal tokens | Settings → Profile and Settings → Security |
| Team | The subscription, the people, and shared settings | Settings → Team |
| Brand | Prompts, competitors, citations, Pages, reports, history | Settings → Brands |
User
Your user account holds your first name, the address you sign in with, your password and two-factor state, your time zone and date format, your active sessions, and your own MCP connect token. A user belongs to one team at a time.
White-label portal clients sign in with a separate client identity. They never become team members and never take a team seat.
Team
The team holds the subscription. Every member reads the team owner's effective plan, so features and limits come from the owner's billing state rather than from each person's own record. The team also holds the shared settings: team name, agency mode, white-label branding and clients, and brand groups.
Team roles are Owner, Admin, and Viewer. The owner is unique and cannot be reassigned from Settings. Billing is not part of the role: the owner has it, and anyone else needs an explicit grant.
Brand
A brand is one independently tracked company, product, client, or location. It carries its own prompts, competitors, citations, Pages, reports, and history. Switching the active brand in the sidebar changes what every brand workspace shows.
By default, every team member reaches every brand the team owns. Turn on restricted access for someone who should see only named brands.
Where access comes from
Four inputs combine, and the strongest one wins:
- 1.Team membership. Owner and Admin can edit team brands; Viewer can read them.
- 2.Direct brand membership, which can grant a role on a single brand.
- 3.Restricted brand grants, which narrow a member to named brands with view or edit on each.
- 4.Active client assignments, which give a portal client read access to one brand or one group.
Plan entitlements sit on top. They decide which surfaces exist at all, no matter what the access model says.
When a teammate cannot open a brand, check whether restricted access is on for them. When a client cannot open one, check the client or group assignment and whether the portal is still live. When a whole page is missing rather than empty, check the plan on Settings → Billing.
Three common setups
One person, one brand
You own the team and track one brand. The team layer exists but needs no attention until you invite someone.
In-house team
The owner invites colleagues as Admins to operate the account and Viewers to read it. Brand restrictions are optional and most small teams skip them.
Agency or multi-brand group
The team tracks one brand per client, location, product, or business unit. Staff work in the main app, restricted to their own accounts where that matters. Clients get the read-only white-label portal instead of a team seat.
Common questions
Can I be on more than one team?
No. One user belongs to one team at a time. Use a separate email address if you genuinely need a second team context.
Can a client see only their own brand?
Yes. Invite them under Settings → White-Label → Clients and grant that brand, or a group that contains it. Do not invite a client as a teammate; a team seat exposes far more of the product than the portal does.
Can ownership be changed in Settings?
No. There is no self-serve ownership transfer, so contact support. Do not delete a live team to move the owner.
Why does a teammate see the owner's plan?
That is plan inheritance working as intended. One subscription covers the whole team, and the owner's billing state is what every member reads.
Why can an Admin not open billing?
Because the role does not carry billing. The owner grants it per person from the member menu on Settings → Team, and canceling or pausing stays with the owner either way.