The Teams tab in Settings lets you manage who has access to the platform and what they can do.
Role Hierarchy
| Role | Level | Capabilities |
|---|---|---|
| Super Admin | 1 | Full platform access, user management, billing, all clients |
| Admin | 2 | Client management, team management, agency dashboard |
| Manager | 3 | Strategy actions, content management, reports for assigned clients |
| Analyst | 4 | View data, run analyses, create reports for assigned clients |
| Viewer | 5 | Read-only access to dashboards and reports |
Inviting Team Members
- Go to Settings > Teams > Invitations
- Click Send Invitation
- Enter the email address and select a role
- Assign client access (which clients they can see)
- The invitee receives an email with a link to accept and set up their account
Security Features
- Two-Factor Authentication (2FA) — Available for all users, required for Admin roles
- Passkeys — WebAuthn/FIDO2 passwordless authentication support
- Session management — View and revoke active sessions
- Audit log — Track all user actions for compliance
Tips
- Follow the principle of least privilege — give users the minimum role needed.
- Review team access quarterly and remove inactive accounts.
- Enable 2FA for all accounts that have write access.