User management
Invite your team and clients, and decide who can change what
There are no per-seat charges on any plan, so bring in everyone who should read the data: your marketing team, the people who write content, a client who wants to check in. Roles decide who can only read and who can change things.
Inviting someone
- Go to Users (under Company in the sidebar, or Agency on agency accounts).
- Click Invite user.
- Enter their Email address and pick a Role: User, Admin or Read Only User.
- Agencies also choose an Access type: Only invite to this brand (the project selected in the sidebar) or Invite to all my brands.
- Click Send invitation.
They get an email with a link to join, and must accept it with the address you invited. Invitations expire after 7 days. Until accepted, they are listed under Pending invites with when they were sent and when they expire; Cancel invitation withdraws one. An expired invitation stays listed until you cancel it, and you can then invite the person again.
Inviting needs an Admin or owner role and an active subscription. GEOflux tells you if the person is already a member or already has a pending invitation.
Roles
| Role | Can do |
|---|---|
| Read Only User | Open every project page, read dashboards and answers, and export data. Cannot change anything. Good for executives and clients who only need to look. |
| User | Everything a Read Only User can, plus change the project's data: prompts, tags, topics, competitors, personas, alerts, watchlists and reports. |
| Admin | Everything a User can, plus invite and remove people, manage billing and invoices, and, on agency accounts, the agency's details. |
| Super Admin | The account owner, with full control. |
GEOflux enforces these permissions itself, not just by hiding buttons: an action your role does not allow is refused.
The Members table shows each person's Email, Role and the date they Joined, plus their Access on agency accounts. It lists the people on the selected project and those with access to every project.
Removing someone
Open a member's row menu, choose Revoke access and confirm. They lose access straight away and are signed out. Nothing they created is removed, and you can invite them again later.
You cannot revoke your own access, or remove someone with a higher role than yours: an Admin cannot remove the owner. On agency accounts, an Admin invited to a single brand can only remove people from that brand. Revoking needs an active subscription.
Access for agency clients
For a client, invite them to their own project only (Only invite to this brand), usually as a Read Only User. They see their brand and nothing else of your agency. Every person on a paid or trial project also gets the weekly and monthly summary emails for it. See Emails and notifications.
For your own team, Invite to all my brands gives access to every client project at once.
Your login
GEOflux has no profile page. To change your password, use Forgot password? on the login screen and follow the link we email you. If you sign in with Google, your password is managed by Google.