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Team Management

Last updated on Mar 31, 2026

Team Management

Team management overview

Team Management lets you invite colleagues to collaborate on your Ranksy account, with role-based permissions to control access.

Accessing Team Management

  1. Click your profile icon in the top right
  2. Select Settings
  3. Click Team in the sidebar

Or navigate directly to Settings > Team.

Team Overview

Team Members List

Team members list

View all team members with:

Column Description
Name Team member's name
Email Login email address
Role Permission level
Status Active, Pending, or Disabled
Joined Date they joined
Actions Edit, Remove

Your Role

Your current role is displayed at the top. Only Owners and Admins can manage team settings.

Roles and Permissions

Available Roles

Owner

  • Full access to everything
  • Billing and subscription management
  • Can delete the account
  • Can transfer ownership
  • Only one owner per account

Admin

  • Full access to apps and analytics
  • Can invite and manage team members
  • Cannot access billing
  • Cannot delete account or transfer ownership

Member

  • View and analyze apps
  • Access all analytics features
  • Cannot invite team members
  • Cannot modify team settings

Viewer

  • Read-only access
  • View analytics and reports
  • Cannot make any changes
  • Cannot export data

Permission Matrix

Feature Owner Admin Member Viewer
View Analytics Yes Yes Yes Yes
Add Apps Yes Yes Yes No
Connect Integrations Yes Yes Yes No
Export Data Yes Yes Yes No
Invite Members Yes Yes No No
Remove Members Yes Yes No No
Change Roles Yes Yes No No
Billing Access Yes No No No
Delete Account Yes No No No

Inviting Team Members

Send an Invitation

  1. Click Invite Member button
  2. Enter their email address
  3. Select a role
  4. Click Send Invitation

What Happens Next

  1. They receive an email invitation
  2. They click the link to accept
  3. They create an account (or log in)
  4. They're added to your team

Invitation Status

  • Pending: Invitation sent, not yet accepted
  • Accepted: Team member is active
  • Expired: Invitation expired (7 days)

Resending Invitations

For pending invitations:

  1. Find the member in the list
  2. Click Resend to send again
  3. Old invitation link is invalidated

Managing Team Members

Changing Roles

  1. Find the team member
  2. Click Edit or the role dropdown
  3. Select new role
  4. Confirm the change

Note: You cannot change your own role or give someone a higher role than yours.

Removing Members

  1. Find the team member
  2. Click Remove button
  3. Confirm removal

Removed members:

  • Lose access immediately
  • Cannot see any team data
  • Can be re-invited later

Disabling Members

Instead of removing, you can disable:

  • Preserves their history
  • Blocks access
  • Easy to re-enable later

Transferring Ownership

When to Transfer

  • Leaving the company
  • Changing responsibilities
  • Company restructuring

How to Transfer

  1. Go to Team settings
  2. Click Transfer Ownership
  3. Select the new owner (must be Admin)
  4. Confirm with your password
  5. Ownership transfers immediately

Important: This action cannot be undone. You'll become an Admin after transfer.

Team Activity

Activity Log

View recent team actions:

  • Member invitations
  • Role changes
  • Settings modifications
  • Integration connections

Audit Trail

For compliance needs:

  • Who made changes
  • When changes were made
  • What was changed

Best Practices

Role Assignment

Make someone Owner if they:

  • Are the primary account holder
  • Need billing access
  • Should have full control

Make someone Admin if they:

  • Manage the team day-to-day
  • Need to invite others
  • Should have most access

Make someone Member if they:

  • Use Ranksy regularly
  • Need to work with data
  • Don't need admin functions

Make someone Viewer if they:

  • Only need to see reports
  • Shouldn't make changes
  • Are external stakeholders

Security Tips

  • Regularly audit team members
  • Remove people who leave the company
  • Use appropriate roles (principle of least privilege)
  • Review the activity log periodically

Plan Limits

Team Size by Plan

Team member limits vary by plan:

  • Starter: 1 member (owner only)
  • Growth: Up to 3 members
  • Pro: Up to 10 members
  • Enterprise: Unlimited members

Upgrading for More Members

If you've reached your limit:

  1. Go to Settings > Billing
  2. View available plans
  3. Upgrade to add more members

FAQ

Q: Can I have multiple owners? A: No, only one owner per account. Use Admin role for others who need extensive access.

Q: What happens when I remove someone? A: They lose access immediately but can be re-invited later. Their past activity is preserved.

Q: Can team members see billing information? A: Only the Owner can see billing details.

Q: How do I leave a team? A: Contact the team Owner to be removed. Owners must transfer ownership first.

Q: Can I invite someone with a different email domain? A: Yes, you can invite anyone with a valid email address.

Q: Do team members count against my plan limits? A: Yes, each member counts toward your plan's member limit.

Need more team members? Check your plan limits in Settings > Billing and upgrade if needed.