> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/account-and-settings/managing-team-and-client-access.md). # Managing your team and client access Invite team members, assign roles, and control which clients each member can access. ## Navigation Click **Settings** in the bottom of the left sidebar. ## Viewing your organization Settings has Organization and Billing tabs. The Organization tab shows your org name and member count. Click **Manage** to open the organization modal. ## Managing organization profile The Organization modal has General and Members sections. Under General, you can update your profile or leave the organization. ## Inviting and managing members The Members tab has Members and Invitations sub-tabs. The Members table shows User, Joined, Role, and Actions columns. Invite new members via the blue invite button. Change roles via the dropdown (Admin or Member). Additional actions available via the ⋯ button. ## Roles * **Admin** – Full access to all features and settings. * **Member** – Limited access; can be granted or denied access to specific clients. ## Controlling client access In the Organization tab, find the **Client access management** section. Toggle access per member per client. ## Tips and best practices * Use the Member role for freelancers and contractors. * Check your seat limit before sending invites. ## Troubleshooting * **Invite button not visible** – You need the Admin role to invite members. * **Team member can’t see a client** – Check the toggle in Client access management. ## Related articles * [Understanding billing and credits](/account-and-settings/understanding-billing-and-credits.md) — Manage your plan, credits, and seat limits. * [Creating a new client](/getting-started/creating-a-new-client.md) — Add a new client for your team to work on. * [Client settings — General and Brand & voice](/account-and-settings/client-settings-reference.md) — Configure individual client settings. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.rankability.com/account-and-settings/managing-team-and-client-access.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.