> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rankforce.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage team members, roles, and workspaces in Rankforce

> Invite team members, assign roles, and control per-site access in Rankforce. Team workspaces are available exclusively on the Scale plan.

Team workspaces let multiple people collaborate inside a single Rankforce account without sharing login credentials. Each team member gets their own login with a role that defines exactly what they can see and do — from full account ownership down to read-only reporting access. You can also restrict individual members to specific connected sites, so an agency copywriter only ever sees the one client site they're working on.

<Info>
  Team workspaces are a **Scale plan** feature. If you're on Starter or Growth, see [Upgrading to Scale](#upgrading-to-scale-to-unlock-team-workspaces) at the bottom of this page.
</Info>

***

## Roles and permissions

Every team member is assigned one of four roles. Roles apply account-wide by default, but can be scoped to individual sites using per-site access controls.

| Role       | Description                                              | Key permissions                                                                                                                                                              |
| ---------- | -------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**  | The account holder. Only one Owner exists per workspace. | Full access to all settings, billing, team management, and all sites. Can delete the account.                                                                                |
| **Admin**  | Trusted managers who help run the account.               | Can invite/remove members, configure agents, approve or reject optimizations, access audit logs. Cannot change billing.                                                      |
| **Editor** | Practitioners doing day-to-day SEO work.                 | Can review and approve/reject optimization suggestions, edit content engine drafts, and configure agent guardrails on assigned sites. Cannot manage team members or billing. |
| **Viewer** | Stakeholders who need visibility without making changes. | Read-only access to dashboards, optimization history, and audit logs on assigned sites. Cannot approve, reject, or configure anything.                                       |

<Tip>
  Use the **Viewer** role for clients or executives who need to check SEO performance without risking accidental changes to agent settings or optimization queues.
</Tip>

***

## Inviting a team member

<Steps>
  <Step title="Go to Team settings">
    In your Rankforce dashboard, navigate to **Settings → Team**.
  </Step>

  <Step title="Click Invite Member">
    Select **Invite Member** in the top-right corner of the team table.
  </Step>

  <Step title="Enter their email address">
    Type the email address of the person you want to invite. They must use this address to accept the invitation and create their Rankforce login.
  </Step>

  <Step title="Assign a role">
    Choose one of the four roles — Owner, Admin, Editor, or Viewer — from the role dropdown. You can change this role at any time after the invitation is accepted.
  </Step>

  <Step title="Set site access (optional)">
    By default, the new member has access to all connected sites permitted by their role. To restrict them to specific sites, toggle **Limit to specific sites** and select the relevant sites from the list.
  </Step>

  <Step title="Send the invitation">
    Click **Send Invite**. The invitee receives an email with a link to accept and set up their account. Pending invitations appear in the team table with an **Invited** badge until accepted.
  </Step>
</Steps>

<Note>
  Invitation links expire after 72 hours. If a team member didn't receive the email or the link expired, open **Settings → Team**, find their row, and click **Resend Invite**.
</Note>

***

## Removing a team member

<Steps>
  <Step title="Open the Team table">
    Navigate to **Settings → Team** to see a list of all current members and pending invitations.
  </Step>

  <Step title="Find the member">
    Locate the team member you want to remove. You can use the search bar to filter by name or email.
  </Step>

  <Step title="Remove them">
    Click the **⋯** (more options) menu on their row and select **Remove Member**. Confirm the action in the dialog that appears.
  </Step>
</Steps>

Removal takes effect immediately. The member is logged out of any active Rankforce sessions and can no longer access the account. Their past actions remain in the audit log — removing a member does not erase the history of changes they approved or applied.

<Warning>
  You cannot remove the Owner. To transfer ownership, contact Rankforce support.
</Warning>

***

## Per-site access controls

When your team includes people who should only work on specific sites — for example, a freelancer managing one client's SEO — you can restrict their access to just those sites without changing their role permissions.

To update a member's site access after they've joined:

<Steps>
  <Step title="Open the member's profile">
    Go to **Settings → Team** and click on the team member's name or email to open their profile panel.
  </Step>

  <Step title="Edit site access">
    Under **Site Access**, you'll see either **All sites** or a list of specific sites. Click **Edit** to change this.
  </Step>

  <Step title="Select sites">
    Toggle the sites this member should have access to. Deselecting a site immediately prevents them from viewing or interacting with it.
  </Step>

  <Step title="Save changes">
    Click **Save**. The change takes effect on the member's next page load or within a few seconds if they're currently active.
  </Step>
</Steps>

Per-site access works in combination with roles — a member's role defines *what* they can do, and their site access defines *where* they can do it.

***

## Audit log attribution

Every optimization approval, rejection, rollback, and configuration change made by any team member is recorded in the audit log with full attribution.

To view attributed changes:

<Steps>
  <Step title="Open the Audit Log">
    Navigate to **Settings → Audit Log** or click the **Audit** tab within any connected site's dashboard.
  </Step>

  <Step title="Filter by team member">
    Use the **Member** filter dropdown to show only actions taken by a specific person. You can combine this with date range and site filters to narrow results further.
  </Step>

  <Step title="Inspect a log entry">
    Click any log entry to see a full detail panel: the team member who triggered the action, the timestamp, the specific change applied (including before/after values), and whether it was applied manually or via autopilot.
  </Step>
</Steps>

<Accordion title="What actions are captured in the audit log?">
  The audit log records all of the following events, tagged to the team member who performed them:

  * Optimization approved or rejected
  * Autopilot mode enabled or disabled
  * Agent guardrails updated
  * Protected pages added or removed
  * Team member invited, role changed, or removed
  * Site connected or disconnected
  * Rollback initiated
  * Content engine draft published or discarded
</Accordion>

***

## Upgrading to Scale to unlock team workspaces

Team workspaces are exclusively available on the Scale plan. If you're currently on Starter or Growth, you can request an upgrade by clicking **Upgrade to Scale** in **Settings → Billing**. Fill in the short intake form with your expected team size and number of sites, and a Rankforce account manager will follow up with a custom quote within one business day.

<Card title="Ready to upgrade?" icon="arrow-up-right" href="https://rankforce.co/contact">
  Contact the Rankforce sales team to get a custom Scale plan quote and unlock team workspaces for your account.
</Card>