Teams
Invite teammates, set roles, restrict brand access, and delegate billing.
A team shares one plan, one brand portfolio, and one access model. Members inherit the owner's effective plan, while roles and brand restrictions decide what each person can do.
Manage the team at Settings: Team.
Invite a teammate
Select Invite team member, add one or more email addresses, choose the role, and optionally restrict brand access before sending. Pending invites remain on the Team tab so you can resend or revoke them.
A user can belong to one team at a time. The invite flow warns when an address already belongs to another team or has an account state that needs attention.
Roles
| Role | Best fit | Main access |
|---|---|---|
| Owner | The person responsible for the account | Full team and billing control |
| Admin | Day-to-day operator | Team and brand management, with billing only when granted |
| Viewer | Stakeholder who reads the data | Read-only access |
The owner is unique. Ownership cannot be moved through Settings, so contact support if the owner must change.
Only authorised roles can invite or remove members and change access. The UI hides or disables controls that the current person cannot use, and the server enforces the same boundary.
Restrict access by brand
Without a restriction, a member can see the team's brands according to their team role. Turn on Restrict brand access when someone should see only named brands.
For each brand choose:
- View only
- Can edit
- No access
A restricted Admin keeps Admin powers only inside the brands granted. A restricted member cannot create a new brand because a new brand would sit outside the approved list.
Use this for account managers, contractors, regional teams, and enterprise business units. Do not use a brand group as a substitute for internal access restrictions.
Billing access
The owner can manage billing. An Admin needs an explicit billing grant before they can change the plan, payment, or subscription. A member without that grant still inherits plan features and can see that the team owner manages billing.
Billing permission does not transfer ownership and does not remove brand restrictions.
Team security
The owner can require two-factor authentication for all members from Settings: Security. Members who have not completed the requirement have limited access until they do.
The same Security tab shows a member's active sessions and can sign out all other sessions.
Seat limits
The current entitlement code sets these self-serve team limits:
| Plan | Total seats, including owner |
|---|---|
| Free | No team access |
| Growth | 3 |
| Scale | Unlimited |
Enterprise and managed contracts can set their own rules. Pending invitations may reserve capacity, so revoke one that is no longer needed.
Teammates and clients are different
A teammate works in the Trakkr app and consumes a team seat. A white-label client uses a read-only portal identity and does not consume a team seat.
Invite staff and operators from Team. Invite customers from White-Label Clients. Giving a client a team account exposes more product surface and permissions than the client portal is designed to provide.
Remove or leave
Removing a member stops their team access. Work already attached to the team or brand remains. Non-owners can leave the team. The owner needs support for an ownership change or team transition.
Before removing someone, review any personal developer connections, report recipients, and client relationships that may need reassignment.
Common questions
Can one user join several teams?
No. Use another email for a separate team context.
Why can an Admin not see every brand?
Check whether restricted brand access is on. The restriction narrows the Admin's portfolio.
Why can an Admin not manage billing?
Billing is an extra permission. The owner must grant it.
Do clients count toward the Growth seat limit?
No. Only internal team members count.
What happens if the owner downgrades?
Members inherit the new effective plan and limits. Data stays, but features outside the new entitlement stop being available.
Plans and billing
See how the team plan, limits, payments, and subscription state work.