Adding Team Members & Individual Project Access

To add a team member to your account, go to the Settings -> Team Members section on the side menu.

When you add a team member, you will have access to all of their projects and they will have access to all of yours. This is for partners and employees that work with you. If you are an agency, this is not for your clients.

For individual project access, go to the 'Settings' tab on your project. From there, you will see an 'Access' tab. This is where you add your clients. It will send an invitation email with your white label settings (name, logo), along with a link to sign in via your custom domain if you have set it up. If you haven't, it will direct the user to our unbranded domain agencyreport (dot) ai. (we don't want this indexed).

If you are an agency and want a free custom domain (e.g. app.youragency.com), you can go to the white label section to set it up.

Individual project access users have read only access. They won't be able to edit anything on the project.