Team Management
Manage your agency team from Settings → Team. Invite team members, assign roles, and control who has access to what.
Inviting team members
Click Invite Member and enter their email and desired role. They'll receive an email with a link to create their account and join your organization.
Roles
| Role | Can manage team | Can manage clients | Can manage settings | Can view all data | Can edit data |
|---|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Yes | Yes |
| Strategist | No | No | No | Yes | Yes |
| Viewer | No | No | No | Yes | No |
Client viewer access
You can also invite Client Viewers - these are people from your client's organization who should have read-only access to their own brand's data. Client Viewers:
- Can only see data for the specific client they're assigned to
- Cannot see other clients or any organization-level settings
- Cannot modify any data
- Have this restriction enforced at the database level, not just the UI
Changing roles
Admins can change any team member's role at any time. The change takes effect immediately - the user's permissions update on their next page load.
Removing team members
Admins can remove team members from the organization. This revokes their access immediately but does not delete their Rankup account - they simply lose access to your organization's data.