> 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 manage access to clients in your Rankability organization.

You must be an organization Admin to invite members, change roles, or manage client access. Before inviting someone, confirm the organization, the email address they use for Rankability, the clients they need, and whether they truly need administrative access. Client access limits visibility inside the selected organization; it does not create a separate client-portal login.

Open **Settings** in the sidebar footer, then use **Organization** for members and client access. Current paid plans include unlimited users, but only invite people who need organization access.

## 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.

After changing access, ask the member to refresh Rankability. A member with access can work within the permitted client according to the product permissions available to their role. Removing access hides that client from the member but does not delete projects, sources, reports, or activity.

## Complete invite workflow

1. Open **Settings → Organization** and select **Manage**.
2. Open **Members → Invitations** and choose the invite action.
3. Enter the recipient's email address and send the invitation.
4. Confirm the invitation appears as pending. If the address is wrong, revoke it and send a new invitation rather than sharing the link.
5. After the person accepts, return to **Members**, assign **Admin** or **Member**, and save the role.
6. In **Client access management**, enable only the clients that person should use.
7. Verify the final role and client toggles with the member.

Pending invitations do not grant access until they are accepted. Current paid plans include unlimited users; a billing or organization-state problem can still prevent an invitation from completing.

## Tips and best practices

* Use the Member role for freelancers and contractors, then enable only the clients they need.

## 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.
* **Invitation was not received** – Confirm the exact address, ask the recipient to check spam, then revoke and resend if necessary. Do not invite a second address unless it belongs to the intended person.
* **Invitation stays pending** – The recipient must sign in with the invited address and accept the invitation. A different login will not inherit it.
* **Role change appears unchanged** – Refresh the Members view and have the member sign out and back in. If it persists, record the organization and user email for support.
* **External client only needs reports** – Use [Setting up the client portal](/account-and-settings/client-portal-sharing.md) or a supported share link instead of granting an organization seat.

## Related articles

* [Understanding billing and credits](/account-and-settings/understanding-billing-and-credits.md) — Manage your plan, credits, and access.
* [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.