Managing a growing team requires clear roles and seamless collaboration. This guide will help you invite new members, manage organization access, and understand the different permission levels available to your team.

Inviting Team Members

Adding team members allows you to collaborate on SEO projects, content creation, and keyword research. Only users with Admin or Super Admin roles can send invitations.

How to send an invitation

1. Log in to your dashboard and click on your User Menu (usually your profile icon or name).

2. Select Invite Users from the dropdown menu. This will take you to the Team Management page (/dashboard/profile/access).

3. In the "Invite" section, enter the email address of the person you want to invite.

4. Click the Invite button.

What happens next?

Once you click invite, the system sends an automated email to the recipient via Mailgun. The email contains a unique link they must click to accept the invitation and set up their account. Until they accept, their status will appear as "Pending" in your team list.

Managing Pending Invitations

Sometimes invitation emails can get lost in spam filters or expire. You can manage these from the same Team Management page.

• Resending Invites: If a team member hasn't received their email, click the Resend icon (refresh symbol) next to their name in the "Invited Users" list.

• Expiration: Invitation links are secure and may expire after a certain period. If a link expires, simply resend the invitation to generate a new one.

User Roles and Permissions

Roles define what a team member can see and do within your organization. Understanding these roles helps you maintain security while enabling your team to work efficiently.

Organization Management

The Team Management page provides a central view of everyone who has access to your organization's data.

Viewing your team

In the team list, you can see:

• Email: The address associated with the account.

• Role: The current permission level (Admin, Editor, etc.).

• Status: Whether the user is "Active" or "Pending" (awaiting invitation acceptance).

Removing access

To maintain security, it is important to remove users who no longer need access to your organization. Admins can remove members directly from the team list. Once removed, the user will immediately lose access to all shared resources, articles, and tools associated with your organization.

Collaboration and Shared Resources

Our platform is built for teamwork. When you add a member to your organization, they gain access to a unified workspace where resources are shared automatically:

• Shared Content: All articles and drafts created within the organization are visible to the entire team.

• Keyword Research: Scheduled keyword tracking and research data are shared across the organization.

• Integrations: Connections to external tools like Google Search Console or WordPress are shared, so you only need to set them up once.

• Billing: Subscriptions and usage limits are managed at the organization level, meaning all members contribute to the same plan limits.

Troubleshooting Common Issues

If you encounter issues while managing your team, check these common error states:

• "User already invited": This means the email address is already in your "Pending" list or is already a member of your team.

• "Already a member of another organization": A user can only belong to one organization at a time. They must be removed from their previous organization before they can join yours.

• "Invalid email address": Double-check the spelling and format of the email address you are trying to invite.

• "Access Denied": If you see this message, you may not have the necessary Admin permissions to perform that action. Contact your organization's primary Admin for assistance.