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Workspaces and Team

A workspace tracks one website, with its own team, plan and data. Invite teammates to a workspace and give each one a role.

One Workspace per Website#

Each workspace tracks exactly one website. To track another brand or a client's site, create another workspace. Agencies create one workspace per client, each with its own plan and reports.

You can't change a workspace's website after setup. Create a new workspace instead.

Switch Between Workspaces#

Open the workspace menu at the top of the app to switch workspaces or select Create Workspace. The workspaces page lists every workspace you belong to, with its visibility over the last 30 days.

Workspace Limit#

One person can own up to 3 workspaces. You can be an admin or member of any number of workspaces.

To create another workspace at the limit, delete one you own or transfer its ownership first. The same limit applies when someone would become an owner through an invitation, a role change or a transfer.

Roles#

Each member of a workspace has one role:

TaskOwnerAdminMember
View every screen and answerYesYesYes
Run gap analyses, page audits and fix draftsYesYesYes
Add Impact events and download CSV exportsYesYesYes
Run Check NowYesYesNo
Manage setup, tracking, questions and competitorsYesYesNo
Manage alerts and scheduled reportsYesYesNo
Manage billing and workspace settingsYesYesNo
Invite people and change rolesYesMembers onlyNo
Transfer ownership and delete the workspaceYesNoNo

Each workspace has one owner. Owners and admins see the Settings group in the app sidebar. Members don't.

Invite a Teammate#

  1. 1

    Open Members

    Open Settings, then Members, and select Invite member.

  2. 2

    Enter their details

    Enter their Email address and pick a Role: Admin or Member.

  3. 3

    Send it

    Select Send invitation. They get an email with an Accept Invitation button.

Your teammate signs in with the invited email address to accept. Invitations expire after 7 days. The Invitations tab shows each invitation's status, with Resend and Cancel for pending ones.

Member Limits#

Your plan sets how many people a workspace can have. Pending invitations count toward the limit.

PlanTeam members
Free1
Starter3
Growth10
Agency25

Change a Role or Remove Someone#

On the Members tab, open the menu next to a person and select Make admin, Make member or Remove. Owners can change anyone except themselves. Admins can change members only.

Transfer Ownership#

Only the owner can transfer ownership.

  1. Open Settings, then General, and find Danger Zone.
  2. Select Transfer next to Transfer Ownership.
  3. Pick the New owner and select Transfer Ownership.

The new owner takes over and you become an admin. The new owner must own fewer than 3 workspaces.

Leave a Workspace#

Owners and admins can select Leave next to Leave Workspace in Danger Zone. If you're the only owner, transfer ownership first. Members can ask an owner or admin to remove them.

Delete a Workspace#

Only the owner can delete a workspace. Select Delete next to Delete Workspace in Danger Zone, then type the workspace name to confirm.