Team

Invite members, assign roles, and control access to features and products

Managing your team

The Team page is where admins invite new members, update roles, and control which features and product lines each person can access.

Inviting a member

1. Open Settings → Team
2. Select Invite member
3. Enter the person’s email address
4. Choose their role (Admin, Member, or Viewer)
5. Select which features and products they should have access to
6. Send the invitation

The invitee receives an email with a link to create their account. The invitation expires after 7 days. Resend from the pending invitations panel if needed.

Roles

Role	Description
Admin	Full access to all features, all data, settings, user management, billing, and integrations
Member	Access limited to the features and products assigned during invitation; can trigger automations and export data
Viewer	Read-only access to assigned features; cannot export, trigger automations, or modify any settings

Feature access

Beyond roles, each member’s access can be scoped to specific features:

• Intelligence (AI Overviews workspace)
• Outreach
• Offsite SEO
• Data tables
• Integrations

A member with the Outreach feature enabled but Intelligence disabled will not see the Intelligence tab at all.

Product access

Within each feature, access can be further restricted to specific product lines. For example, a team member can have access to Outreach data only for Product A, not Product B.

Removing a member

Select a member’s row and choose Remove. Their account is deactivated immediately — they lose access on the next page load. Their historical data (briefs, targets, notes) is retained and reassigned to the admin who removed them.

User management vs. team

Team manages collaborative access within your account. User management (admin-only, available in enterprise accounts) manages authentication settings, SSO configuration, and organization-level policies.