Overview
The Team Management feature provides comprehensive role-based access control for your Korvex account. You can invite team members, assign appropriate permission levels, and maintain security through granular access controls. This ensures team members have exactly the access they need—nothing more, nothing less.
How to Manage Your Team
Inviting New Users
- Go to Settings → Team Management
- Click the Invite User button
- Enter the user's email address
- Select their role from the dropdown menu
- Click Send Invitation
The invited user will receive an email with a secure link to create their account and access your organization.
Managing Existing Users
From the Team Management page, you can:
- Change roles: Click the role dropdown next to any user and select a new permission level
- Resend invitations: For pending invites that haven't been accepted
- Remove access: Click the remove button to immediately revoke a user's access
- View activity: See login history and recent actions (Admin+ roles only)
Understanding Roles and Permissions
Korvex uses five permission levels, each building on the previous one:
Viewer
- View dashboards and reports only
- Cannot modify any settings or data
- Perfect for clients or stakeholders who need read-only access
Analyst
- All Viewer permissions, plus:
- Export data and generate custom reports
- Create and save personal dashboard views
- Access historical data comparisons
Manager
- All Analyst permissions, plus:
- Add and configure tracking for new websites
- Manage keyword lists and competitor sets
- Set up automated reports and alerts
Admin
- All Manager permissions, plus:
- Invite and manage team members
- Configure account settings and integrations
- Access billing and subscription management
- View team activity logs
Super Admin
- Full platform access with no restrictions
- Can delete websites and critical data
- Manage other Super Admin accounts
- Should be limited to account owners only
Security Best Practices
Follow Least Privilege Principles
Assign the minimum role required for each team member's responsibilities. You can always promote users later if their role expands.
Limit Super Admin Access
Restrict Super Admin roles to 1-2 account owners. Most team members can accomplish their work with Admin or lower permissions.
Regular Access Reviews
- Audit your team list quarterly
- Remove accounts for departed team members immediately
- Downgrade permissions for users whose roles have changed
- Check for unused accounts that haven't logged in recently
Client Access Management
Use the Viewer role for clients who want to monitor their SEO performance. This gives them transparency without risking accidental changes to their tracking setup.
Troubleshooting Common Issues
Invitation emails not received: Check spam folders and ensure the email address is correct. You can resend invitations from the Team Management page.
User can't access expected features: Verify their role has the necessary permissions. Role changes take effect immediately upon saving.
Need to transfer Super Admin access: Contact support for assistance with ownership transfers, as this requires additional verification steps.