Documentation

    Team Collaboration & Workspaces

    Workspaces let you collaborate with your team on SEO and GEO optimization projects with role-based access control.

    What It Is

    A workspace is a shared environment where multiple team members can access projects, run audits, generate content, and track optimization progress together.

    Roles & Permissions

    RolePermissions
    OwnerFull access, billing, member management, delete workspace
    AdminManage projects, invite members, access all features
    EditorRun audits, generate content, make changes
    ViewerRead-only access to dashboards and reports

    Creating a Workspace

    1. Go to Settings > Workspaces
    2. Click Create Workspace
    3. Enter a name and description
    4. Set the default project permissions
    5. Click Create
    6. Inviting Team Members

      By Email

      1. Go to Workspace Settings > Members
      2. Click Invite Member
      3. Enter their email address
      4. Select their role
      5. Click Send Invitation
        1. Go to Workspace Settings > Invitations
        2. Click Generate Invite Link
        3. Set expiration and role
        4. Share the link with your team
        5. Managing Members

          Changing Roles

          1. Go to Workspace Settings > Members
          2. Find the member
          3. Click the role dropdown
          4. Select the new role
          5. Removing Members

            1. Go to Workspace Settings > Members
            2. Find the member
            3. Click Remove
            4. Confirm removal
            5. Project Access

              Within a workspace, control access per project:

              • All Members: Everyone in the workspace can access
              • Selected Roles: Only certain roles can access
              • Specific Members: Name individuals who can access

              Activity Logs

              Track team activity:

              1. Go to Workspace Settings > Activity
              2. View actions by member
              3. Filter by date or action type
              4. Export for compliance
              5. Best Practices

                1. Use appropriate roles: Give minimum necessary permissions
                2. Invite by email: More secure than shared links
                3. Review access regularly: Remove inactive members
                4. Use project-level permissions: Restrict sensitive projects
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    Last updated: 1/21/2025