Team Management

Team Overview

Teams allow you to collaborate with colleagues on AI visibility tracking:

• Share access to brands and reports
• Collaborate on content recommendations
• Work together on link building opportunities
• Maintain shared chart annotations

Accessing Team Settings

Navigation

To manage your team:

1. Click your profile name (top right)
2. Select "Team Settings"

Or access via Settings > Team.

Adding Team Members

Inviting New Members

To add someone to your team:

1. Go to Team Settings
2. Find the "Add Team Member" section
3. Enter their email address
4. Select a role for them
5. Click "Add"

The invitee will receive an email with instructions to join.

Invitation Process

What happens after you invite:

1. Invitation email sent immediately
2. Invitation appears in "Pending Invitations" list
3. Invitee clicks link in email
4. They create account (if new) or accept (if existing)
5. They gain access to your team's data

Pending Invitations

View and manage pending invitations:

• See all outstanding invitations
• Check when invitations were sent
• Cancel invitations if needed

To cancel an invitation:

1. Find the invitation in the pending list
2. Click "Cancel"
3. The invitation link becomes invalid

Team Roles

Available Roles

Admin

• Full access to all features
• Can invite and remove team members
• Can change member roles
• Access to billing and subscription
• Can delete brands

Editor

• View all brands and reports
• Create and edit content briefs
• Manage recommendations
• Add chart annotations
• Cannot manage team members
• Cannot access billing

Choosing Roles

Consider these factors when assigning roles:

Changing Roles

To change a team member's role:

1. Go to Team Settings
2. Find the member in the Team Members list
3. Click on their current role (shown as underlined text)
4. Select the new role from the options
5. Click "Save"

Note: Only admins can change roles.

Managing Team Members

Viewing Team Members

The Team Members section shows:

• Profile photo
• Member name
• Current role
• Available actions

Removing Team Members

To remove someone from your team:

1. Go to Team Settings
2. Find the member in the Team Members list
3. Click "Remove"
4. Confirm the removal

What happens when removed:

• Immediate loss of access
• Cannot see team brands or data
• Their personal data remains intact
• They can be re-invited later

Leaving a Team

If you want to leave a team:

1. Go to Team Settings
2. Click "Leave" next to your name
3. Confirm you want to leave

Important:

• You cannot leave if you're the only admin
• Transfer admin role first if needed
• Your personal account remains active

Team Collaboration

Shared Resources

Team members share access to:

• All brands in the team
• Brand reports and analytics
• Content recommendations
• Link building opportunities
• Chart annotations
• Content briefs

What's Not Shared

Each user maintains their own:

• Login credentials
• Profile settings
• Notification preferences
• Two-factor authentication

Collaboration Best Practices

Communication:

• Use chart annotations to document activities
• Update recommendation statuses when working on them
• Keep content briefs updated with progress

Organization:

• Agree on naming conventions for briefs
• Establish workflow for recommendations
• Define who handles which areas

Documentation:

• Add context to annotations
• Note why recommendations were dismissed
• Document content strategy decisions

Team Billing

How Team Billing Works

• Team subscription covers all members
• No per-seat charges
• Brand limits apply to the team, not individuals
• One billing owner (admin)

Billing Access

Only admins can:

• View billing history
• Update payment methods
• Change subscription plans
• Download invoices

Troubleshooting

Invitation Not Received

If an invitee didn't get the email:

1. Check spam/junk folder
2. Verify the email address is correct
3. Cancel and resend the invitation
4. Try a different email address

Can't Remove a Member

Make sure:

• You have admin role
• You're not trying to remove yourself (use "Leave" instead)
• The member isn't the last admin

Can't Change Roles

Role changes require:

• Admin permissions
• At least one admin must remain
• Cannot demote the last admin

Lost Admin Access

If your team has no admins:

• Contact support
• Verify team ownership
• Support can restore admin access

Security Considerations

Best Practices

Access management:

• Only give admin access when necessary
• Remove members when they leave the organization
• Regularly audit team membership

Role assignment:

• Use Editor role for most team members
• Reserve Admin for those who need full control
• Consider the principle of least privilege

Account Security

Each team member should:

• Use strong passwords
• Enable two-factor authentication
• Not share login credentials
• Log out from shared devices

Next Steps

• User Profile Settings
• Subscription Plans
• Chart Annotations