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Team Management Guide

Learn how to manage team members, set up permissions, and collaborate effectively on SEO projects within your organization.

What is Team Management?

Team management allows you to collaborate with colleagues, clients, and stakeholders on SEO projects. Set up different permission levels, share projects securely, and track team contributions to ensure everyone works efficiently toward common goals.

Access Control

Granular permissions for different team roles

Project Sharing

Secure collaboration on SEO initiatives

Activity Tracking

Monitor team contributions and progress

User Roles & Permissions

Account Owner

• Full administrative access
• Billing and subscription management
• Team member invitation and removal
• All project and data access
• Account settings and integrations
Highest level of access and control

Admin

• Project creation and management
• Team member management
• Access to all projects and data
• Report generation and sharing
• Limited account settings
Full project access with team oversight

Editor

• Run audits and generate reports
• Modify project settings
• Access assigned projects
• Keyword research and tracking
• Limited team management
Active project contributors

Viewer

• Read-only access to projects
• View reports and analytics
• Access assigned projects only
• No modification capabilities
• Download and share reports
Read-only access for stakeholders

Managing Team Members

1

Invite Team Members

Send email invitations to new team members. Include a personal message and specify their initial role and project assignments.

Invitation process: Enter email addresses, set initial roles, choose project access, and send personalized invitations.

2

Set Permissions

Assign appropriate roles based on team members' responsibilities and access needs. Consider the principle of least privilege for security.

Permission levels: Start with Viewer role and upgrade as needed. Regularly review and adjust permissions as roles change.

3

Assign Projects

Grant access to specific projects based on team members' responsibilities. Not all team members need access to every project.

Project access: Assign team members to relevant projects only. Use project-level permissions for fine-grained control.

4

Monitor Activity

Track team member activity, contributions, and engagement. Use activity logs to understand how the team is using the platform.

Activity tracking: Monitor login frequency, feature usage, project contributions, and report generation activity.

Project Sharing & Collaboration

Sharing Options

Share with specific team members
Set project-level permissions
Generate shareable links
Export and share reports

Collaboration Features

Real-time project updates
Shared keyword tracking
Collaborative reporting
Team activity tracking

Best Practices for Project Sharing

Access Management:
  • • Grant minimal necessary access
  • • Regularly audit permissions
  • • Remove access when roles change
  • • Use role-based access control
Collaboration Guidelines:
  • • Establish clear communication protocols
  • • Document project workflows
  • • Set expectations for response times
  • • Regular team check-ins and updates

Team Management Best Practices

Onboarding New Team Members

Create a structured onboarding process that includes account setup, role assignment, project access, and training on platform features. Provide documentation and schedule check-ins during the first week.

Regular Permission Audits

Conduct quarterly reviews of team member permissions and project access. Remove inactive users, adjust roles as responsibilities change, and ensure compliance with access control policies.

Communication & Transparency

Maintain clear communication about project goals, deadlines, and expectations. Use the platform's collaboration features to keep everyone informed and engaged.

Security & Compliance

Implement security best practices including strong passwords, two-factor authentication, and regular security training. Ensure compliance with data protection regulations.

Performance Tracking

Monitor team performance and platform usage to identify training needs and optimization opportunities. Use activity data to improve workflows and productivity.

Next Steps

User Roles

Detailed guide to user roles and permission levels.

Subscription Plans

Learn about available plans and features.

Payment Methods

Manage payment methods and billing information.