Members and roles
The five roles, what each can do, seat limits by plan, changing roles, and removing or leaving an organization.
Settings › Members is where you see who belongs to the organization, what they are allowed to do, and how many seats your plan leaves. The page header reads "{N} people in {Org}. Roles control who can run reports, manage connections and see billing."
The five roles
| Role | Help text in the app | In practice |
|---|---|---|
| Owner | Everything, including billing and deleting the organization | Full control. Only owners can make someone else an owner, switch the data access mode, or delete the organization. |
| Admin | Manage members, connections and all projects | Everything an owner does except the owner-only actions above. |
| Member | Create and run reports in every project | Runs tools, creates projects and trackers, edits content. Cannot see billing, invite people or change connections. |
| Viewer | Read-only access to every project ("Viewers can't run tools.") | Opens every report and project but cannot run, create, edit or delete anything. |
| Client | Read-only access to reports shared with them | For customers. Sees only what is shared with them. |
The person who creates an organization is its first Owner. New invitations default to Member.
Who can do what
Owners and admins manage the organization: billing and credit purchases, API tokens, connections (Google, AI providers, WordPress and, on the lifetime license, the data provider account), branding, invitations and role changes. They are also the only roles that can delete a project, delete a report or delete an organic rank tracker; the app says "Only owners and admins can…" when someone else tries.
Members do the day-to-day work: run research tools, create projects, trackers, grids and AI trackers, build automations, write content outlines and create client share links. Members cannot purchase anything; on the billing page they see "Owners and admins can purchase."
Viewers and clients are read-only. Viewers see every tool but each form shows "Viewers can't run tools." and messages such as "Viewers can't create trackers." They can open reports but not rename, archive or delete them.
Everyone, whatever the role, chooses their own email preferences and theme.
Note: An API token acts with the rights of the member who created it, so a token created by an admin can do what that admin can do. See API tokens.
Seat limits
Seats include the owner. Pending invitations count toward the limit as well, so revoke stale invitations before inviting someone new.
| Plan | Seats | Shown on the plan card as |
|---|---|---|
| Free | 1 | "Just you" |
| Lite | 1 | "Just you" |
| Starter | 1 | "Just you" |
| Growth | 2 | "You + 1 team member" |
| Pro | 3 | |
| Agency | 6 | |
| Lifetime license | 3 |
When the plan is full you see one of two messages when you try to invite:
- On a single-seat plan: "The {Plan} plan is for one person. Upgrade under Settings › Billing & credits to invite teammates."
- Otherwise: "The {Plan} plan includes N teammates besides you, and those seats are taken (pending invitations count)."
Upgrade under Billing & credits or remove a member to free a seat. See Plans and pricing.
Inviting people
Use Invite by email, pick a role and click Create invitation. The invitation is emailed and you also get a link to copy; it works once and expires in 14 days. The full flow, including what the invitee sees, is in Invitations.
Changing a role
- Find the person in the members list.
- Open the role dropdown on their row and choose the new role.
Two rules apply:
- Only an Owner can make someone an Owner. Admins can assign Admin, Member, Viewer or Client.
- The last owner cannot be demoted. Promote someone else to Owner first if you want to step down.
Tip: Give clients the Client role rather than Viewer. Viewers can browse every project in the organization, which is usually more than a customer should see.
Removing a member or leaving
Click the trash icon on a member's row to remove them. They lose access immediately; reports and trackers they created stay in the organization.
On your own row the action is Leave organization. If you are the only owner you can neither be removed nor leave: make someone else an owner first, or delete the organization instead.