Team Management

Invite team members, manage roles, and collaborate effectively on your QueryCatch profile

Team Management Overview QueryCatch's team management features allow you to collaborate with your team by inviting members to your profile, assigning roles, and controlling access to your website data and tools. Build a collaborative environment while maintaining security and control. Team members are added at the profile level. Each profile can have multiple team members with different roles and permissions. User Roles & Permissions Admin Role Admins have full access to all features and can: View and modify all data and settings. Connect and disconnect integrations. Invite and remove team members. Manage billing and subscriptions. Access all reports and analytics. Create and manage support tickets. Export data and reports Viewer Role Viewers have read-only access and can: View all reports and analytics. Access QueryCatch IQ and insights. Read support tickets. View integration status. Cannot modify settings or data. Cannot invite team members. Cannot access billing information Inviting Team Members Step 1: Navigate to Team Settings Go to Profile Settings from the sidebar, then click on the 'Team' tab. Here you'll see your current team members and the option to invite new ones. Step 2: Send Invitation Click 'Invite Team Member' button. Enter the email address of the person you want to invite. Select their role (Admin or Viewer). Click 'Send Invitation'. The invited user will receive an email with instructions Invitations are sent via email with a secure link. The recipient must create a QueryCatch account (if they don't have one) to accept the invitation. Managing Team Members View Team Members The team page displays all current team members with: Name and email address. Current role (Admin/Viewer). Join date. Last active status. Action buttons for management Change Member Roles Admins can change team member roles at any time: Find the team member in the list. Click the role dropdown next to their name. Select the new role. Changes take effect immediately Be careful when changing roles. Demoting an admin to viewer will remove their ability to manage settings and integrations. Remove Team Members To remove a team member: Click the 'Remove' button next to their name. Confirm the removal in the dialog. The user immediately loses access to the profile. They will be notified via email Invitation Management Pending Invitations Track and manage pending invitations: View all pending invitations in the team page. See invitation sent date and expiry. Resend invitations if needed. Cancel invitations before they're accepted Invitation Links Each invitation creates a unique link that: Is valid for 7 days. Can only be used once. Is specific to the invited email. Automatically adds the user to your profile when accepted Team Collaboration Features Shared Access All team members can access: Dashboard and analytics. SEO reports and audits. Integration data. Support tickets. Documentation and resources Activity Tracking Track team activity with: Last log in timestamps. Recent actions log. Integration connection history. Report generation tracking Best Practices Only grant admin access to trusted team members who need full control. Use viewer role for stakeholders who only need to see reports. Regularly review team member list and remove inactive users. Set up clear responsibilities for each team member. Use the ticketing system for team communication and task management Security Considerations Each team member uses their own log in credentials. Actions are tracked and attributed to specific users. Removed users immediately lose all access. Profile data is isolated between different organizations. Two-factor authentication is recommended for all users Profile owners cannot be removed and always maintain admin access. Transfer ownership by contacting support if needed. Troubleshooting Invitation Not Received Check spam/junk folders. Verify the email address is correct. Resend the invitation. Try using an alternative email address Cannot Change Roles Only admins can change team member roles. If you're a viewer, ask an admin to make changes for you. User Cannot Access After Invitation Ensure they've created a QueryCatch account. Verify they're logging in with the invited email. Check if the invitation was properly accepted. Remove and re-invite if necessary