Team Management & Seat Administration

Invite team members, assign Topic Areas, and manage seat access across your organization.

TL;DR

Invite team members and assign specific Topic Areas with read-only or edit access. Available on Brandmanager (3 seats) and Agency (unlimited) plans.

Table of Contents
  1. Plan Requirements
  2. Inviting Team Members
  3. Assigning Topic Areas
  4. Managing Seats
  5. What Team Members See
  6. Best Practices

Plan Requirements

Available Plans

Team management features are available on the following plans:

Plan Team Seats Details
Brandmanager Up to 3 seats Invite up to 3 team members with individual Topic Area assignments.
Agency Unlimited seats Invite unlimited team members — ideal for agencies managing multiple clients.

The Starter and Basic plans do not include team management features. Upgrade to Brandmanager or Agency to collaborate with your team.

Inviting Team Members

How to Invite a Team Member
  1. Navigate to Team Management in your account menu.
  2. Enter the email address of the person you want to invite.
  3. Click "Send Invitation" to send the invite.
  4. The team member receives an email with a registration link.
  5. Once they register, they appear in your team member list and you can assign Topic Areas.
The invitation link expires after 7 days. You can resend the invitation if it has not been accepted.

Assigning Topic Areas

Topic Area Access Levels

Select which Topic Areas each team member can access. Each assignment includes an access level:

Access Level Permissions
Read-only Can view analysis results, dashboards, and reports but cannot modify prompts or run new analyses.
Edit Can run analyses, manage prompts, and make changes to the assigned Topic Areas.
How to Assign Topic Areas
  1. Go to Team Management and select the team member.
  2. Click "Assign Topic Areas" to see the list of available Topic Areas.
  3. Select the Topic Areas you want the team member to access.
  4. Choose the access level (read-only or edit) for each Topic Area.
  5. Save the assignments.

Managing Seats

Seat Overview

The Team Management page shows an overview of your active seats, including:

  • Total seats available on your plan
  • Number of seats currently in use
  • Each team member's name, email, and assigned Topic Areas
Deactivating a Team Member

To free up a seat, you can deactivate a team member:

  1. Go to Team Management and find the team member you want to remove.
  2. Click "Deactivate" next to their name.
  3. The seat is freed immediately and can be reassigned to a new team member.
Reassigning Access

You can change Topic Area assignments at any time. Update access levels or add and remove Topic Areas for any active team member from the Team Management page.

What Team Members See

Team Member Perspective

Team members only see the Topic Areas that have been assigned to them. They do not have access to:

  • Other Topic Areas in your account
  • Billing or subscription information
  • Team management settings
  • API keys or integrations

This ensures that each team member has a focused view of only the data relevant to their responsibilities.

Best Practices

Tips for Effective Team Management
  • Assign by responsibility: Give each team member access only to the Topic Areas relevant to their role. For example, a product manager should see product-related areas, while a marketing lead sees brand-related areas.
  • Use read-only for stakeholders: Stakeholders who need to view results but should not modify data (e.g., executives, external consultants) should receive read-only access.
  • Review access regularly: Periodically review your team member list and deactivate accounts that are no longer needed to keep your seat count efficient.
  • Use edit access sparingly: Only grant edit access to team members who actively manage prompts and run analyses. This prevents accidental changes to your monitoring setup.