PRACTICAL GUIDE

Invite teammates and restrict website access

Give each person their own login and access to the websites they need.

Invite from Team

Open Team in the Manage menu. Enter the person’s email, choose a role, and select the websites they need. Send the invitation after checking the scope. Invitations reserve a seat for seven days; your plan determines the available seats.

Choose the smallest useful role

• Viewer: watch recordings and read reports.
• Analyst: also create insights, notes, shares and exports.
• Admin: manage assigned websites.

Only owners and admins with access to all websites, including future websites, can manage the team and billing. Team members should use their own login rather than sharing the owner’s password.

Selected websites or broader access

Choose selected websites for a colleague responsible for a particular site. Broader access can include future websites when explicitly enabled. Check this choice carefully before granting administrative access.

Review and change access

The owner appears first in the member list; other members are ordered by email. Expand Edit access, update the role or website selection, and save. Revoke unused pending invitations. Removing a member removes their access; it is different from removing a website and its recordings.

Compare team allowances by plan.

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