Organization and team
Team setup controls who can view, organize, refresh, export, and track keyword data. Keep access aligned with responsibility, especially before paid data workflows and client-facing exports.
Organization boundary
The organization is the top-level account boundary for team membership, billing visibility, and workspace access.
Workspace access
Workspaces separate keyword inventories by client, brand, market, or business unit.
Role hygiene
Give users enough access to do their work, but avoid making every teammate an admin.
Recommended role model
| Responsibility | Typical access |
|---|---|
| Account owner, billing owner, operations lead | Organization owner or admin |
| SEO lead, keyword strategist, account manager | Manager or editor |
| Content planner, analyst, execution team | Editor |
| Client stakeholder or external reviewer | Viewer or client role |
| Finance or operations reviewer | Billing/admin access only when needed |
Exact role names can vary by workspace configuration. The principle should not: admin access belongs to people responsible for organization-level consequences.
Workspace access checklist
Client access
Client access should be deliberate. Many teams prefer to export clean keyword views for clients instead of granting direct access to the full workspace. If clients do need access, decide what they should see and whether they can change keywords, tags, lists, or tracking setup.
For sensitive accounts, keep internal tags, private notes, and experimental lists away from client-facing workflows.
Access review rhythm
Review team access when:
- A client contract changes
- A campaign ends
- A teammate leaves or changes role
- A workspace starts using paid refreshes or tracking
- External stakeholders are added
- A new agency pod takes over the account