Teams & Access

AI visibility is a team sport. Marketing needs to track, content needs to create, leadership needs to see results. Team management lets you bring everyone in with the right level of access.

Availability

Team access is a Scale plan feature. Free and Growth plans are single-user.

Need team access? Upgrade to Scale.

Inviting team members

1. 1Go to Settings → Team
2. 2Click Invite Member
3. 3Enter their email address
4. 4Select a role (Admin or Viewer)
5. 5Click Send Invite

They'll receive an email with a link to join your workspace.

Pending invites

Invites expire after 7 days. You can:

• Resend - Send the email again
• Revoke - Cancel the invitation

Roles and permissions

Teams have three roles: Owner, Admin, and Viewer.

Owner

The account creator. Full control over billing, team, and all settings. There is exactly one owner per team.

Admin

Full access to data and team management, but billing is shared with the owner.

Best for: Department heads, senior marketers

Viewer

Read-only access. Can see dashboards and reports but can't make changes.

Best for: Executives, stakeholders, clients

Changing roles

1. 1Go to Settings → Team
2. 2Find the member
3. 3Click the role dropdown
4. 4Select new role
5. 5Changes apply immediately

Only the team Owner can change roles.

Removing team members

1. 1Go to Settings → Team
2. 2Find the member
3. 3Click the remove icon
4. 4Confirm removal

Removed members immediately lose access. Any workflows they created continue to work.

Brand-specific access

On Scale plan, you can restrict team members to specific brands:

1. 1Edit a team member's access
2. 2Under "Brand access," select specific brands
3. 3They'll only see data for those brands

Use case: Agencies with clients who should only see their own brand's data.

Plan inheritance

Team members inherit the owner's plan. If the owner has Scale, all team members get Scale features - they don't need their own subscriptions. If the owner downgrades, team members lose access to the higher-tier features.

Agency features

Scale plan teams can enable agency mode in Settings → Agency. This adds:

• Client health dashboard with engagement scores
• Audit log tracking all team and client activity
• White-label portal for client-facing access (+$49/client, configured in Settings → White-Label)

See the White-Label Portal docs for the full agency setup.

Best practices

Start with Viewer access. Give new members Viewer first, then upgrade once they need to make changes.

Use brand restrictions for clients. Agencies should restrict client users to their specific brand.

Review access quarterly. Remove people who've left or no longer need access.

Next steps