Note: Teams is available exclusively on the Scale plan. Upgrade to unlock unlimited team members and collaborative features.

Teams enables seamless collaboration by allowing you to share your Trakkr account with colleagues. All team members get access to the same brands, reports, and data - perfect for agencies, marketing teams, and organizations tracking multiple brands together.

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How Teams Work

When you create a team, you become the Owner - maintaining control over billing and critical account functions. You can then invite unlimited team members as either Admins (who can manage everything except billing) or Viewers (who have read-only access).

All team members share the same brand list, ensuring everyone works with consistent, synchronized data.

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Team Roles & Permissions

PermissionOwnerAdminViewer
View all brands & data✅✅✅
Create & edit brands✅✅❌
Manage prompts & reports✅✅❌
Invite team members✅✅❌
Change member roles✅✅❌
Remove team members✅✅❌
Delete brands✅❌❌
Access billing✅❌❌

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Setting Up Your Team

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Create Your Team

Navigate to My Account → Team tab to get started.

Steps:

  1. Name Your Team - Enter a team name that represents your organization or group
  2. Automatic Setup - You become the team Owner with full control over billing and team management
  3. Start Inviting - Add team members immediately - there’s no limit on Scale plans

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Invite Team Members

Owners and Admins can invite new members from the Team page.

Steps:

  1. Enter Email - Add the email address of your colleague
  2. Choose Role - Select Admin for full management access, or Viewer for read-only access
  3. Send Invite - They’ll receive an email with a secure link to join your team

Info: Invitations expire after 7 days. You can resend or cancel pending invites anytime.

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Joining a Team

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For New Users

If you don’t have a Trakkr account yet:

  1. Click the invitation link in your email
  2. Create your account with the invited email address
  3. You’ll automatically join the team with access to all shared brands

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For Existing Users

Warning: Joining a team replaces your individual brand list with the team’s shared brands. Your personal brands won’t be deleted but will no longer be accessible while you’re part of a team.

  1. Click the invitation link in your email
  2. Review the team you’re joining
  3. Accept to sync with the team’s brand list

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Managing Your Team

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Team Overview

The Team page displays:

  • Active members with their roles and join dates
  • Pending invitations waiting for acceptance
  • Quick actions to manage members (Owner only)

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Member Management

For Owners:

  • Change any member’s role between Admin and Viewer
  • Remove members who immediately lose access
  • Cancel pending invitations

For Admins:

  • Invite new Viewers (cannot invite other Admins)
  • View team roster and activity

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Brand Synchronization

All team members work with the same synchronized brand list:

  • When the Owner adds a brand, it appears for everyone
  • Brand selections are individual - each member can work on different brands
  • Changes to brand settings affect all team members instantly

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Best Practices

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Role Assignment

Grant Admin access only to those who need to manage brands and settings. Use Viewer role for stakeholders who need visibility but not control.

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Onboarding

Add context when inviting members - let them know which brands they’ll be working with and their expected responsibilities.

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Access Control

Regularly review your team roster. Remove members who no longer need access to maintain security.

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Communication

Coordinate brand management changes with your team to avoid conflicts when multiple Admins work simultaneously.

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Limitations

  • Owner role cannot be transferred - the account creator remains the Owner
  • One team per user - you cannot be part of multiple teams simultaneously
  • Scale plan required - Teams feature is not available on Starter or Growth plans