Team Collaboration
Learn how to invite team members, manage permissions, and collaborate on AEO monitoring across your organization.
Overview
SourceRank’s team features let you collaborate on AEO monitoring with colleagues. Share access to domains, collaborate on optimization, and keep your entire team informed about AI visibility.
Team collaboration is available on Standard (1 member) and Professional (5 members) plans.
Team Concepts
Teams vs. Personal Account
- Personal Account: Your individual SourceRank account with your own domains
- Team: A shared workspace where multiple users can access the same domains
You can have both personal domains and team domains. Use the team switcher to move between them.
Team Roles
| Role | Capabilities |
|---|---|
| Owner | Full access, billing, can delete team |
| Admin | Manage members, domains, settings |
| Member | View and run scans, no admin access |
Creating a Team
Step 1: Navigate to Settings
Click your profile icon → Settings → Teams
Step 2: Create Team
Click Create Team and enter:
- Team Name: Your company or project name
- Description (optional): What this team is for
Step 3: Configure Team
After creation, you can:
- Invite members
- Add domains
- Set up billing (for paid features)
Inviting Team Members
Step 1: Open Team Settings
Go to Settings → Teams → [Your Team]
Step 2: Click Invite Member
Click Invite Member to open the invitation form.
Step 3: Enter Details
- Email Address: The invitee’s email
- Role: Select Member or Admin
Step 4: Send Invitation
Click Send Invitation. The invitee receives an email with a link to join.
Invitation Expiration
Invitations expire after 7 days. If expired:
- Cancel the old invitation
- Send a new one
Accepting an Invitation
When you receive a team invitation:
- Click the link in the email
- Sign in or create a SourceRank account
- Review the team details
- Click Accept Invitation
You’ll be added to the team immediately and can access shared domains.
Managing Team Members
View Members
Go to Settings → Teams → [Your Team] to see:
- All team members
- Their roles
- Join dates
- Last active
Change Member Role
- Find the member in the list
- Click the role dropdown
- Select the new role
- Confirm the change
Remove a Member
- Find the member in the list
- Click Remove
- Confirm removal
Removed members lose access immediately but can be re-invited.
Team Domains
Adding Domains to a Team
When you add a domain, you can assign it to:
- Your personal account
- Any team you belong to
To add a team domain:
- Switch to the team context (use team switcher)
- Add the domain as normal
- It will be associated with the team
Domain Ownership
- Personal domains: Only you can access
- Team domains: All team members can access based on their role
Moving Domains Between Teams
Currently, domains cannot be moved between teams. To transfer:
- Export any important data
- Remove domain from old team
- Add domain to new team
Switching Between Teams
Using the Team Switcher
In the dashboard header, click your team/account name to:
- See all teams you belong to
- Switch between personal and team contexts
- View which context you’re currently in
Context Matters
Actions you take apply to your current context:
- Adding a domain → Added to current team/personal
- Running a scan → For current team’s domain
- Viewing data → Shows current team’s data
Team Billing
How Billing Works
- Team features are tied to the team’s subscription, not individual accounts
- The team owner manages billing
- All members benefit from the team’s plan level
Upgrading a Team
- Switch to the team context
- Go to Billing
- Select a plan
- Complete checkout
Adding Domains (Paid Plans)
On paid plans, you can add more domains:
- Go to Billing
- Click Add Domains
- Select quantity
- Confirm (prorated charges apply)
Team Member Limits
| Plan | Team Members |
|---|---|
| Free | 0 (no teams) |
| Standard | 1 additional member |
| Professional | 5 additional members |
Need more members? Contact support@sourcerank.app for Enterprise options.
Best Practices
For Team Owners
- Invite only those who need access
- Use Admin role sparingly
- Regularly review member list
- Keep billing information current
For Team Members
- Use team domains for shared projects
- Communicate before making major changes
- Check you’re in the right context before actions
For Agencies
- Create one team per client
- Add client contacts as Members (view-only)
- Keep admin access for your team
- Use clear team naming (Client Name - AEO)
Troubleshooting
Can’t see team domains
- Check you’re in the team context (use switcher)
- Verify you’re still a team member
- Ask team owner to confirm your membership
Invitation not received
- Check spam/junk folder
- Verify email address is correct
- Ask sender to resend invitation
- Check if invitation expired (7 days)
Can’t invite more members
You may have reached your plan’s member limit:
- Standard: 1 additional member
- Professional: 5 additional members
Upgrade your plan or remove inactive members.