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Team & settings

This guide covers client-side administration: managing users and workspaces, roles, passwords, and the key company profile and account settings.

What it's for​

  • Team & workspaces — adding users, assigning them to workspaces, renaming workspaces.
  • Roles: the account administrator (client_admin) manages the profile, team and budget and approves content; a team member works in their assigned workspaces; read-only access is also available.
  • Passwords — a new user sets their password from a link in the welcome e-mail; an administrator can reset a password (the user must change it at next login).
  • Company profile — brand data, competitors, integrations (shop, WordPress/Webflow, Cloudflare, analytics), research market.
  • Account — your display name, panel language, password.

How to start​

The number of users and workspaces depends on your package — see Limits. For most companies one workspace is enough; separate workspaces make sense for separate brands, markets or agency clients.

Step by step​

Adding a user​

  1. Open Team & workspaces (as the account administrator).
  2. Add the user: e-mail, role, the workspaces they should access.
  3. The user receives a welcome e-mail with a password setup link — you never send passwords manually.

Password reset​

  1. On the team list, pick the user → reset password.
  2. Hand over the temporary password through a secure channel; at first login the system forces them to set their own.

Settings worth knowing​

  • Research market (company profile) — the country web search "stands in" during checks; per workspace.
  • Panel language (Account) — independent of the research market and report language.
  • Time zone — affects date display and schedules.
Enterprise: SSO and SCIM

The Enterprise package offers SSO login (OIDC/SAML), automated account management (SCIM) and custom roles. Details — in the Trust & compliance section.

FAQ​

What's the difference between a workspace and an account? The account (tenant) is your company and contract; a workspace is an isolated data set — its own profile, maps, checks, reports. A user only sees the workspaces they've been assigned to.

Who can approve content? The account administrator. Team members create and edit content and submit it for approval.

I forgot my password — what now? Ask your account administrator for a reset. Administrators locked out of the account contact us through their customer success manager.

Can I rename a workspace? Yes — the account administrator renames it inline on the workspace bar or in the team panel.