Team Members

Build and manage your content team in Forest SEO with role-based access control, collaboration tools, and seamless member management.

---

👥 Understanding Team Structure

What is a Team?

A team in Forest SEO is a group of users collaborating on a project. Teams enable:

• 🤝 Collaboration — Multiple people working together
• 🔐 Access Control — Role-based permissions
• 📊 Shared Resources — Content, keywords, integrations
• 💰 Unified Billing — One subscription for all members
• 📈 Productivity — Divide and conquer content creation

---

Team Roles & Permissions

Four Role Types:

---

Role Permissions Matrix

---

📋 Viewing Your Team

Access Team Page

Navigation:

1. Open Dashboard
2. Click Settings ⚙️
3. Select Team tab

Or use quick link: Dashboard → Team

---

Team Overview

What You'll See:

---

Team Statistics

Overview Cards:

Example:

• Total Members: 5
• Pending Invitations: 2
• Roles: 1 Owner, 1 Admin, 3 Members

---

👤 Member Information

Member Card Details

Each team member displays:

Profile Information:

• 👤 Name — Full name or email
• 📧 Email — Contact email
• 🎭 Role Badge — Admin, Member, or Viewer
• 👑 Owner Badge — If project owner

Status Indicators:

• ✅ Active — Currently active
• 🟡 You — Your own account
• 👑 Owner — Project owner

---

➕ Inviting Team Members

Prerequisites

Requirements:

• ✅ Admin or Owner role — Only admins/owners can invite
• ✅ Subscription active — Or wallet funded for seats
• ✅ Valid email — Must be a valid email address

Cost Impact:

• 💰 With Subscription: +$39/month per seat (auto-scaled)
• 💰 Pay-as-you-go: Team features limited

---

Step-by-Step: Invite Member

Step 1: Open Invite Dialog

1. Navigate to Team page
2. Click Invite Member button
3. Invite dialog appears

---

Step 2: Enter Member Details

Required Information:

Role Selection:

Best Practices:

• ✅ Start with Member role (most common)
• ✅ Use Viewer for clients or stakeholders
• ✅ Reserve Admin for trusted team leads
• ⚠️ Can upgrade role later if needed

---

Step 3: Send Invitation

1. Review email and role
2. Click Send Invitation
3. Invitation email sent instantly

What Happens:

Invitation Email Contains:

• Project name
• Your name (inviter)
• Role being offered
• Accept/Reject buttons
• Invitation expiration (7 days)

---

Step 4: Track Invitation Status

After sending:

Invitation appears in Team page:

• 📧 Email address
• 🎭 Role badge
• 🟡 Pending status badge
• ⏰ Sent timestamp

Possible Actions:

• 🔄 Resend — Send another email
• 🗑️ Cancel — Delete invitation

---

⚙️ Managing Team Members

Update Member Role

When to Update:

• Member needs more permissions
• Member promoted to team lead
• Reducing access for security
• Role no longer appropriate

How to Update Role:

1. Find member in team list
2. Click Actions menu (⋮)
3. Select Change Role
4. Choose new role
5. Click Update Role

Role Changes:

---

Remove Team Member

When to Remove:

• Member leaving company
• Contract ended
• No longer needs access
• Security concern

How to Remove Member:

1. Find member in team list
2. Click Actions menu (⋮)
3. Select Remove from Team
4. Confirm removal
5. Member immediately loses access

What Happens:

✅ Immediate:

• Access revoked instantly
• Can't log into project
• In-progress work saved

💰 Billing:

• Seat count decreases
• Pro-rated credit issued (if subscribed)
• Next bill reflects new seat count

📧 Notifications:

• Member receives removal email
• Team admins notified
• Audit log updated

---

Special Cases

Cannot Remove Owner

Project owner cannot be removed by other members.

To Remove Owner:

1. Owner must transfer ownership first
2. Then remove themselves
3. Or delete entire project

---

Cannot Remove Yourself

You cannot remove yourself from the team.

To Leave Project:

1. Ask admin/owner to remove you
2. Or transfer ownership (if owner)

---

🔍 Filtering Team Members

Available Filters

Filter Options:

---

Filter Examples

Example 1: View Only Admins

• Set Role filter: Admin
• Result: Shows admin team members

Example 2: View Pending Invitations

• Set Status filter: Invitations
• Result: Shows pending invites only

Example 3: Find Specific Member

• Enter name in search
• Result: Filters to matching members

---

👥 Team Collaboration

Distributed Workflows

How Teams Collaborate:

---

Common Team Structures

Small Team (2-3 people)

Monthly Output: 30-50 articles

---

Medium Team (4-6 people)

Monthly Output: 100-200 articles

---

Large Team (7+ people)

Monthly Output: 300+ articles

---

💰 Billing & Team Size

Subscription Costs

Per-Seat Pricing:

Seat Calculation:

• Owner counts as 1 seat
• Each member (Admin, Member, Viewer) = 1 seat
• Pending invitations don't count (yet)

Example:

• 1 Owner + 2 Admins + 5 Members = 8 seats
• Cost: $312/month

---

Adding Members Impact

When you invite a new member:

With Subscription:

1. ✅ Member accepts invitation
2. 💰 Seat count increases by 1
3. 💳 Pro-rated charge applied
4. 📧 Billing email sent
5. 📅 Next month's bill increases by $39

Without Subscription:

• Team features limited
• Consider subscribing before adding members

---

Removing Members Impact

When you remove a member:

With Subscription:

1. ✅ Member removed from team
2. 💰 Seat count decreases by 1
3. 💵 Credit issued for unused time
4. 📅 Next month's bill decreases by $39

Example Credit:

• Removed on day 10 of 30-day cycle
• 20 days unused = $26 credit
• Applied to next invoice

---

🎯 Team Best Practices

1. Role Assignment Strategy

Start Conservative:

• ✅ Begin with Member role
• ✅ Upgrade when needed
• ⚠️ Limit Admin roles
• 🚫 One Owner only

Role Guidelines:

---

2. Onboarding New Members

Onboarding Checklist:

• Send invitation with appropriate role
• Provide welcome email with:
  • Project overview
  • Team structure
  • Key workflows
  • Support contacts
• Schedule onboarding call
• Share documentation links
• Assign initial tasks
• Check in after first week

---

3. Regular Team Audits

Monthly Review:

• ✅ Review all team members
• ✅ Verify roles still appropriate
• ✅ Remove inactive members
• ✅ Check pending invitations
• ✅ Clean up expired invites

Quarterly Assessment:

• 📊 Analyze team productivity
• 💰 Review seat costs
• 🎯 Optimize team structure
• 📈 Plan team growth

---

4. Security Guidelines

Access Control:

• 🔒 Remove members when leaving company
• 🔑 Use minimum required permissions
• 👀 Regularly review access logs
• ⚠️ Investigate suspicious activity

Best Practices:

• Enable 2FA for all members
• Use strong passwords
• Don't share accounts
• Report security concerns immediately

---

⚠️ Troubleshooting

Issue 1: Can't Invite Members

Symptoms:

• "Invite Member" button disabled
• Error when sending invitation

Common Causes:

---

Issue 2: Member Not Receiving Invitation

Symptoms:

• Member says no email received
• Invitation shows as "Pending"

Solution Steps:

1. Check spam folder — Invitations may be filtered
2. Verify email address — Correct typos
3. Resend invitation — Click "Resend" button
4. Use different email — Try alternative address
5. Contact support — If still not received

---

Issue 3: Can't Remove Member

Symptoms:

• "Remove" option grayed out
• Error when removing

Causes:

---

Issue 4: Wrong Role Assigned

Symptoms:

• Member has wrong permissions
• Can't access expected features

Solution:

1. Verify current role in team list
2. Click Actions → Change Role
3. Select correct role
4. Save changes
5. Ask member to refresh page

Permissions take effect immediately after role change.

---

❓ Frequently Asked Questions

How many team members can I have?

No hard limit! Add as many as needed.

Cost:

• With subscription: $39/month per seat
• Enterprise plans available for 20+ seats

Can I have multiple owners?

No. Each project has exactly one owner.

To Change Owner:

1. Current owner transfers ownership
2. Becomes admin/member instead

What's the difference between Admin and Owner?

Can members see billing information?

Yes, all members can view billing info:

• ✅ Subscription status
• ✅ Wallet balance
• ✅ Seat count

Only Owner can manage:

• ❌ Add payment methods
• ❌ Top up wallet
• ❌ Cancel subscription

How long do invitations last?

7 days from sending.

After expiration:

• Invitation becomes invalid
• Recipient can't accept
• Must resend invitation

Can I change someone's role after they join?

Yes! Role changes anytime:

1. Find member in team list
2. Click Change Role
3. Select new role
4. Changes apply immediately

What happens to a member's work when removed?

All content preserved:

• ✅ Generated articles remain
• ✅ Keywords created stay
• ✅ Published content unchanged
• ❌ Member loses access only

Can removed members rejoin?

Yes! Send a new invitation:

1. Same email can be reinvited
2. Fresh invitation sent
3. Previous work still available
4. New role can be assigned

---

🔗 Related Documentation

---

💡 Pro Tips

Tip #1: Start with small team (2-3), validate workflow, then scale up to avoid wasted seats.

Tip #2: Use Viewer role for clients and stakeholders who need visibility without edit access.

Tip #3: Assign one Admin per department/function for better organization (e.g., SEO Admin, Content Admin).

Tip #4: Remove inactive members monthly to optimize subscription costs and maintain security.

Tip #5: Create team guidelines document covering roles, workflows, and expectations shared with all members.

---

🎬 Quick Actions

Ready to build your team? Choose your path:

• ➕ Invite Team Member — Add your first member
• ⚙️ Manage Roles — Update member permissions
• 📧 View Invitations — Track pending invites
• 💎 Subscribe to Premium — Enable team features

---

Questions? Contact support at [email protected] or visit our Help Center.