Roles explained

• Owner: full control, including billing, branding, the team’s credits and ownership transfer. One per team.
• Manager: invites Members and Viewers, changes their roles and what they see, and can change or delete a teammate’s scans, clients, reports and SEO checks. Billing, branding and the team’s credits stay with the owner.
• Member: runs scans, SEO checks and other work that spends credits or pages, and changes their own work. A teammate’s scans, clients, reports and SEO checks are read-only to them.
• Viewer: sees the team’s work but can’t change a teammate’s, and can’t start anything that spends credits or pages.

The owner changes a member’s role in the Role column of the Members table, and a Manager can do the same for Members and Viewers. A person’s scheduled scans and SEO schedules pause when they are moved to a role that can’t spend, are archived, or leave the team.

What each person sees

Everyone on the team sees the team’s work: its clients, scans, reports, portals, SEO and SI checks and GBP profiles. A teammate’s scans, clients, reports and SEO checks can be changed or deleted only by the person who made them, the owner or a Manager. Members can also manage a teammate’s GBP profiles.

The owner or a Manager can narrow a Member or Viewer to chosen clients: open the Manage menu on their row in My profile → User management and choose Access. They then see their own work plus the clients ticked there.

Work someone made leaves the team’s view when they leave the team, and while they are archived.

The owner or a Manager can also make custom roles, under Custom roles in My profile → User management. A custom role replaces a person’s built-in permissions with the ones ticked: spending credits and pages, managing the team, the CRM, and a teammate’s GBP profiles.

Credits in a team

By default the whole team spends one balance, the owner’s. The owner can switch the team to Per member in the Credits card in My profile → User management. Each member then spends their own credits: a monthly share of the plan’s credits, refilled at each renewal and never stacked, plus any the owner moves to them. Purchases, and plan credits the owner doesn’t give out, stay with the owner.

Credits a member had before joining are kept for them, unspent, and are theirs again if they leave the team.