– 8 min read

Serpstat Team Management Mode: One Account To Manage Your Teamwork

Serpstat Multi-User Mode: One Account To Manage Your Teamwork

Stacy Mine

Editor at Serpstat

Good news for all those who work at agencies, in-house or just use Serpstat along with their team — we've launched our Team Management mode! Now it's easier for you to assess your team's work, distribute plan credits, control Checklists, receive reports and much more.
In this post, I'll tell you more about Serpstat Team Management, how to set it up, what subscription plans include it and what to expect. Let's get started:)

Contents

1. Why do you need it?
2. New Team Management options
3. Team Management: how to set up and use it
Step 1: Admin adds new team members
Step 2: Users confirm their participation
Step 3: Admin keeps track of limits and project management
Step 4: Team members and their rights

Why do you need it?

You've already seen (I hope) that Serpstat has launched Checklists, which can help you monitor how your team copes with the tasks. This means that Serpstat is now actively developing tools to automate processes and manage projects.

We strive to collect everything you need for your work in one place. And now you can not only export search analytics data, monitor your competitors and analyze backlinks, but also run your team.

Process control: as a team lead you'll be able to monitor your team's projects, including SEO errors the audit found, the number of external links, the client's position in Rank Tracker, etc.

Security: don't be afraid to add other accounts — they'll receive limited rights. They won't be able to delete accounts or change profile settings.

Credits control: as an account admin you'll be able to monitor how credits are spent, who uses them and how much they use. Only you can prolong plans, change profile settings, and delete and add new team members.

Checklist: Step-By-Step Work With Serpstat Projects

Personal demonstration

Our specialists will contact you and discuss options for further work. These may include a personal demonstration, a trial period, comprehensive training articles, webinar recordings, and custom advice from a Serpstat specialist. It is our goal to make you feel comfortable while using Serpstat.

New Team Management options

The first version of the Team management mode was aimed at team building, limit distribution and task control of the users. The updated version takes into account the monitoring of team histories. This means that you expect:

further options for distributing the limits — manually and automatically

user dashboard with statistics for all projects depending on the participant

possibility to track activities of the team participants: depending on the date, module and actions

The second version allows you even better control the staff and avoid problems with projects.

Team Management 1.0: how to set up and use it

Now Team Management mode is available for users with a Standard Plan and higher with a certain number of members:

Standard Plan - 3 users

Advanced Plan - 5 users

Enterprise Plan - 7 users

Step 1: Admin adds new team members

Switch to Team management and click on Create team:

You'll see a window with two options:
Emails: add members;
Common credits: allocate credits between members.

Only non-registered users along with those who use Serpstat for free can become members of subsidiary accounts.

Step 2: Users confirm their participation

As soon as you add team members (enter their email addresses in the appropriate bars) they'll receive a confirmation letter. Unconfirmed accounts won't be involved in the project. Confirmed ones will become team members and owners of subsidiary accounts with limited rights.

Free plan users will receive an email with a link that activates a subsidiary account. Non-registered users will get a login and a password for their account.

Step 3: Admin keeps track of limits and project management

In the Team Management section, you'll see a box showing your credits allocation and spending according to the different modules of our tool: the number after the "/" shows the available credits, the number before the "/" shows the credits used.

Credits of users who didn't confirm their participation aren't displayed, unlike the credits of the users who confirmed. You can delete or deactivate users and edit their data.

When you delete members, you exclude them from the team and they become average users with a free account. By the way, you can save all projects while deleting.

When you deactivate users, you pause their activities: they cannot go to Serpstat; rank tracking and site audit features stop working until you make the users active again.

You can create checklists for every member of your team and keep track of the tasks fulfillment.

Personal demonstration

Step 4: Team members and their rights

Subsidiary account users can't leave the team, edit their accounts' info or buy, update or change plans.

Although, they can create projects and analyze the data within them: rank tracking, audit, search analytics, etc. Credits are restricted by admin credits. An Admin profile is concise. It includes settings, last reports, and information on limits.

Try Team Management

How To Effectively Manage Your SEO Team: Asking Experts

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