Documentation / Account and billing

Team members and roles

The four roles and what each can do, inviting members, and how seats are counted.

Team members share a workspace. Every member sees the same domains, prompts and results; what differs is what they can change.

The team screen showing members, roles and a pending invitation — Settings, then Team Members. The counter shows seats used against your plan allowance.

The four roles

Can do	Owner	Admin	Member	Viewer
View dashboards and results	Yes	Yes	Yes	Yes
Export CSV, download reports	Yes	Yes	Yes	Yes
Add and edit prompts, domains, competitors	Yes	Yes	Yes	No
Create alerts, reports and portals	Yes	Yes	Yes	No
Invite and remove members	Yes	Yes	No	No
Change workspace settings and branding	Yes	Yes	No	No
Change the plan and billing	Yes	No	No	No
Delete the workspace	Yes	No	No	No

There is exactly one Owner: the person who created the workspace. Give clients and executives Viewer, or better, a client portal, which needs no seat at all.

Inviting someone

Open Settings, then Team Members.
Enter their email and choose a role of Admin, Member or Viewer.
Send invite. They receive an email link. The row shows "Invite pending" until they accept.
If the email does not arrive, use Copy invite link and send it yourself. It is the same link.

How seats are counted

A seat is a person, and a pending invitation occupies one. Free and Starter include 1 seat, Growth 3, Business 5, and Agency unlimited.

Seats are licensed to named individuals. Sharing one login between several people is a breach of the Terms of Service, and it also breaks the audit trail. For read-only stakeholders, use a client portal instead of a shared login.

Removing a member

Click Remove on their row. Access ends immediately and the seat frees at once. Anything they created stays in the workspace: prompts, alerts, reports and portals are workspace-owned, not user-owned, so nothing disappears when a person leaves.

Single sign-on

On the Agency plan you can connect a SAML identity provider so your team signs in with company credentials and seats are managed centrally. See Enterprise SSO.