Team Management

DevTune supports team collaboration, allowing multiple people to access and work with your AI visibility data. This guide covers creating teams, inviting members, managing roles, and controlling permissions.

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Team Accounts

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What is a Team Account?

A team account provides:

• Shared workspace for all team members
• Centralized project management
• Role-based access control
• Unified billing

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Creating a Team

To create a new team:

1. Navigate to the teams page
2. Click Create Team
3. Enter a team name
4. The team is created and you become the Owner

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Team Page Structure

The team page has two tabs:

• Settings - Team name, slug, and configuration (including auto-join domain and team deletion)
• Members - View, invite, and manage team members and their roles

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Roles and Permissions

DevTune has two roles: Owner and Member.

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Owner

The Owner has full control over the team:

• All Member permissions
• Manage billing and subscriptions (billing.manage)
• Change member roles (roles.manage)
• Remove team members (members.manage)
• Delete the team account
• Transfer ownership to another member

Each team has one primary Owner. Ownership can be transferred to another team member.

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Member

Members have broad access to use DevTune features:

• View all team projects and data
• View results and analytics
• Manage project settings (settings.manage)
• Invite new team members (invites.manage)
• Create and edit configurations

Members cannot:

• Access billing settings
• Change member roles
• Remove other team members
• Delete the team account

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Permissions Reference

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Inviting Team Members

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How to Invite

Both Owners and Members can invite new people to the team:

1. Go to the team page
2. Select the Members tab
3. Click Invite Member
4. Enter the email address of the person to invite
5. Select their role (Owner or Member)
6. Send the invitation

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Invitation Process

When you send an invitation:

1. The invitee receives an email with a link to join
2. They click the link to accept
3. If they do not have a DevTune account, they create one during the acceptance flow
4. They gain access to all team projects immediately

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Pending Invitations

There is a limit of 5 pending invitations at a time. You can:

• View all pending invitations on the Members tab
• Cancel pending invitations that are no longer needed
• Resend invitations if the recipient did not receive the email

Invitations expire after a set period. Expired invitations no longer count against the pending limit.

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Auto-Join by Domain

Owners can configure automatic team joining based on email domain:

1. Go to the team page, Settings tab
2. Set the Auto-Join Domain (e.g., “acme.com”)
3. Save the setting

When enabled, users who sign up with an email address matching the configured domain are automatically added to the team as Members. This is useful for organizations where all employees share a common email domain. Constraints:

• The domain must be a valid domain format (e.g., “acme.com”)
• The domain cannot contain an @ symbol
• Only one auto-join domain can be set per team
• Auto-join only applies to team accounts (not personal accounts)

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Managing Members

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Viewing Members

See your current team roster:

1. Go to the team page
2. Select the Members tab
3. View all current members, their roles, and join dates

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Changing Roles

To change a member’s role (Owner only):

1. Find the member in the Members tab
2. Click the role dropdown next to their name
3. Select the new role
4. Confirm the change

You cannot change your own role. You cannot assign a role higher than your own.

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Removing Members

To remove someone from the team (Owner only):

1. Find the member in the Members tab
2. Click the remove option
3. Confirm the removal

Removed members:

• Immediately lose access to all team projects
• Cannot see any team data
• Must be re-invited to regain access

Note: The primary Owner cannot be removed. To change the primary Owner, use the transfer ownership function.

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Leaving a Team

Any member (except the primary Owner) can leave a team:

1. Go to the team page
2. Find the Leave Team option in settings
3. Confirm your departure

You immediately lose access to all team projects and data.

Note: The primary Owner must transfer ownership to another member before they can leave the team.

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Team Deletion

To delete a team account (Owner only):

1. Go to the team page, Settings tab
2. Find the Delete Team option
3. Complete OTP verification to confirm your identity
4. Confirm the deletion

Warning: Team deletion is permanent. All projects, search tracking data, analytics, insights, configurations, and member associations are permanently removed and cannot be recovered.

Before deleting:

• Ensure all team members are aware
• Cancel any active subscriptions
• Confirm that all data can be permanently removed

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Best Practices

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Role Assignment

• Owner - The team lead or billing contact; limit to one or two people
• Member - All other team members who need to use DevTune

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Member Management

• Remove departed team members promptly to revoke access
• Audit team membership regularly
• Use the auto-join domain feature for organizations with many users

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Onboarding New Members

When adding new team members:

1. Invite them with the Member role
2. Share documentation links for your projects
3. Walk them through your project structure and tracking workflows
4. Explain how insights and actions are used on your team

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Offboarding Members

When someone leaves the organization:

1. Remove them from the team immediately (Owner action)
2. Review any configurations they created
3. Update any shared credentials if applicable

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Troubleshooting

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Invitation Not Received

If someone does not receive the invitation email:

• Verify the email address is correct
• Ask them to check spam/junk folders
• Cancel and resend the invitation
• Ensure you have not reached the 5 pending invitation limit

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Access Issues

If a member cannot access something:

• Verify their role has the required permission
• Check that they accepted the invitation (not still pending)
• Have them log out and back in
• Contact support if the issue persists

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Role Changes Not Taking Effect

If role changes do not appear to work:

• Have the user refresh the page
• Have them log out and back in
• Verify the change was saved (check the Members tab)

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Next Steps

• Account Settings - Configure your personal account
• Project Members - Project-level access details