Team members and collaboration

You can invite teammates to your SimplyRank workspace. Each person gets a role, and the role decides what they can do: look at the data, work on your prompts and competitors, or also manage the team and billing.

Plan limits

The count includes everyone already in the workspace, you included, plus pending invites that haven't expired. On the trial and Starter Lite that one seat is yours, so to invite anyone, choose Starter or above.

Roles

Everyone in a workspace has one of four roles.

In Settings, only owners and admins see the Organization, Notifications and Billing tabs. Members and viewers see Profile, Team, Brands, Prompts and Scans.

Inviting a team member

Owners and admins can invite people.

1. Open Settings → Team.
2. Under Invite a teammate, enter their email address.
3. Choose a role: Admin, Member or Viewer.
4. Click Send invite.

They get an email with a link to join. The link works for 7 days, and only for the address you invited: the page it opens emails a six-digit sign-in code to that address, so there's no password to share. If they already use SimplyRank, they join with their existing account and keep their other workspaces.

Invites that haven't been accepted yet are listed under Pending invites. Resend sends a fresh link (the old one stops working), and Revoke withdraws the invite.

Changing someone's role

You can't change a role in the app yet. To give someone a different role, remove them and invite them again with the new one.

Removing a team member

Owners and admins can remove people.

1. Open Settings → Team.
2. Click Remove next to the person.
3. Confirm.

They lose access to this workspace straight away, and any invites they sent are withdrawn. You can invite them again later. Their account, and any other workspaces they belong to, aren't affected.

Only an owner can remove another owner, and a workspace always keeps at least one owner. You can't remove yourself from the list.

Workspace ownership

The person who creates a workspace is its owner. Admins can manage the team and billing too, but only an owner can remove another owner or, on an agency plan, create new client workspaces.

There's no way to transfer ownership in the app yet. If the owner is leaving your company, email [email protected] before they go and we'll transfer it to someone else in the workspace.

Sharing with stakeholders

On Starter and above seats are unlimited, so the simplest way to let a stakeholder look around is to invite them as a Viewer.

If you'd rather not give them a login, download the data from a page as CSV and share the file. See Exports and API. There are no PDF reports yet.

Notifications

Notification settings belong to the workspace, not to each person. Owners and admins change them in Settings → Notifications; members and viewers don't see that tab.

Workspace emails, such as the weekly report and billing notices, go to the person who created the workspace. Other team members don't receive them.

See Notifications and alerts.

Common questions

Can I have read-only members? Mostly. Invite them with the Viewer role. Viewers see every page, but they can't add or change prompts, brands, competitors or categories, or start scans, and they don't see the Organization, Notifications or Billing settings. They can still mark recommendations Done, Snoozed or Dismissed, which changes the list for the whole team.

Can a member belong to multiple workspaces? Yes. The same email can be invited to multiple workspaces (typical for agencies and consultants). They switch between workspaces using the workspace switcher.

Do members need to pay separately? No. Team members are included in your plan up to the limit. There's no per-seat charge beyond the plan price.

Can I see who did what? Not in the app yet. Settings → Team shows who has access, their role and when they joined.

What's next

• Account settings
• Notifications and alerts
• Agency plans