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Admin guides

Members and roles

Invite teammates and set owner, admin, editor, analyst, or viewer access.

Roles

A workspace has five roles: owner, admin, editor, analyst, viewer. Owners manage billing; owners and admins manage members and integrations; editors run tracked actions; analysts and viewers read.

Inviting people

From Settings, invite by email and assign a role. Invites are pending until accepted.

Changing roles

Owners and admins can change a member's role at any time. Every change is recorded to the audit trail.