Run Wranker Team and Roles Management from one governed access workspace.
Stop managing agency access with scattered invites, role spreadsheets and unsafe project overrides. Wranker helps SEO agencies invite the right people, assign scoped roles, monitor usage and prove every permission change.
Agency members directory
Role presets, scoped access and last-activity proof in one governed view.
Invite-to-audit workflow
A safety checklist before access reaches client work.
Preset, authority and expiry set before sending.
Client and project scope confirmed first.
Workspace template and overrides applied.
Usage and inactive access stay visible.
Every access change writes evidence.
Member access drawer
Per-user scope, overrides and safe actions.
Workspace permissions
Templates with feature-level controls.
Audit-ready governance
Access changes stay explainable.
Agency access breaks when every user becomes a one-off exception.
Growth creates more collaborators, more clients, more contractors and more surfaces to protect. Without a proper roles layer, teams either over-permission everyone or slow work down with repeated access checks.
Admin, Editor and Viewer are too blunt for CAMs, client managers, contractors, billing users and executives.
New users get broad project access because scopes, hard caps and policies are checked after the invite.
Project-specific permissions accumulate without a clear member drawer or comparison against presets.
When clients ask who changed access, teams dig through email, Slack and admin screens.
Core Team & Roles tabs planned for agency work: Members, Role Presets, Custom Roles, Workspace Permissions, Access & Engagement, Pending Invitations, Audit Logs, and Policy & Settings.
Default agency user types supported through presets, from CAM and Client Manager to Team Access Manager, Executive Viewer and Compliance Reviewer.
Invite flow checkpoints: preset, scope, agency modules, workspace access, global capabilities, hard caps, and final invite confirmation.
Closed access loop from invite to scope, permission, engagement monitoring, audit evidence and export-ready governance.
Figures illustrative — swap for verified benchmarks after launch.
From invite to audit evidence in five steps.
Wranker turns Team & Roles into a governed loop: invite users, scope their access, configure permissions, monitor usage and audit changes without rebuilding the story later.
Invite
Batch invite users with a role preset, agency role, default project access, expiry policy, and invite authority guardrails.
Scope
Choose all agency, selected clients, selected projects, created-by-me, or inherit-from-agency scope before access is granted.
Permission
Apply workspace permissions for SEO, Content, Reporting, Taskboard, AI SEO, Drive, Billing and Messages with advanced overrides.
Monitor
Use activity summaries, active member tables, engagement patterns and inactive-user warnings to see how access is used.
Audit
Log invite changes, scope updates, hard-cap violations, billing access changes, imports, exports and policy updates for review.
One Team & Roles system, eight agency surfaces.
The feature is not a flat member list. It includes member management, presets, custom roles, workspace controls, engagement review, pending invites, audit evidence and policy settings.
Members
Manage real people, status, roles, scopes, client and project counts, workspace access, billing, drive and message visibility.
Role Presets
Use agency-facing presets such as CAM, Client Manager, Project Manager, Accountant, Operations Manager and Executive Viewer.
Custom Roles
Build reusable permission templates with lifecycle states for draft, active and archived access models.
Workspace Permissions
Apply Admin, Editor and Viewer templates at feature level for SEO, Content, Reporting, Taskboard and future workspaces.
Access & Engagement
Reuse activity summary, active members, engagement tables and heatmap patterns to find stale or risky access.
Audit Logs
Track invite creation, role changes, scope edits, hard-cap attempts, imports, exports and policy updates.
See every user, scope and access state in one table.
The Members view is the operational center for people management. It shows user identity, invite state, preset role, agency role, scope, client count, project count, workspace access summary, billing, drive, messages and last activity.
Members directory
User identity, role preset, scope, access state and activity in one governed table.
Use agency-ready roles instead of rebuilding access by hand.
Presets translate real agency jobs into repeatable access models. Start with CAM, Client Manager, Project Manager, Accountant, Operations Manager, Team Access Manager, Executive Viewer or Compliance Reviewer, then customize only where needed.
Role RolePresetsApprovedpresets library
Agency-ready roles with scope, workspace defaults and hard caps already prepared.
Client acquisition and onboarding with scoped invite authority.
Post-sale ownership with requests, messages and reporting visibility.
Delivery workflow control for assigned projects and taskboards.
Team invites and access changes without owner-level powers.
Control every dashboard and module from one permission builder.
Custom Roles and Workspace Permissions let administrators shape access at the level agencies actually need: agency modules, workspace dashboards, global capabilities, invite authority and feature-level overrides.
Permission builder
Shape custom roles across agency modules, dashboards, exports and hard-cap controls.
Invite the right person without opening the whole agency.
The invite flow is designed as a safety checklist. Teams choose a role preset, scope, module access, workspace access, global capabilities and hard caps before an invitation is sent.
Scoped invite flow
Send member access with preset, client scope, workspace defaults and hard-cap review.
Find stale access before it becomes a risk.
Access governance is not complete after the invite. Wranker surfaces active members, inactive users, dashboard usage, engagement patterns and export behavior so operations teams can review what access is actually used.
Access & engagement
Review active usage, dormant users and export behavior before access becomes stale.
Keep every access decision explainable.
Audit Logs and Policy & Settings complete the governance loop. Wranker records who changed what, which scope was affected, why it changed and whether policy or hard-cap limits were triggered.
Every permission decision needs clear context.
Team & Roles Management connects member data, client scope, workspace permissions, invite policies, access engagement and audit logs so access can be granted and reviewed with evidence.
User status, role, invite state, scope, last activity and access summary
Build the Members table, member drawer, bulk actions, saved views and access review workflows.
Selected clients, selected projects, created-by-me access and inherited agency membership
Restrict collaborators to the exact work they own without duplicating permission screens across PCC and Clients Hub.
SEO, Content, Reporting, Taskboard, AI SEO, Drive, Billing, Messages and SEO Tools permissions
Apply Admin, Editor, Viewer and custom feature-level access from one permission builder.
Allowed inviters, external domains, invite expiry, role templates and hard-cap checks
Prevent unsafe delegation before invitations reach external collaborators or contractors.
Team activity, inactive users, dashboard usage, suggestions and export behavior
Review whether access is active, stale or risky before renewing permissions.
Actor, target user, old state, new state, scope, reason, timestamp and export history
Create governance evidence for access reviews, client audits and internal security checks.
Safe access for solo work, in-house teams and agencies.
The same Team & Roles foundation adapts from personal project collaborators to multi-client agency operations.
Invite collaborators without losing control of your personal projects.
Keep the same Team & Roles experience when you work solo, then switch to agency mode when your client work needs branded scope and reusable presets.
Give SEO, content and reporting teams the right access by workflow.
Separate workspace permissions so content editors, analysts, reporting owners and leadership can work without broad admin access.
Scale client access, contractors and specialist pods safely.
Use agency role presets, client scopes, project scopes, hard caps and audit logs to manage a multi-client team without permission chaos.
“This is the screen an agency operations lead would open before inviting a new contractor or reviewing stale client access.”
Placeholder testimonial — replace with verified customer proof once available.
Placeholder metric — replace with verified benchmark after launch. This page intentionally does not invent customer results.
Agency access control without the manual stitching.
Wranker keeps people, roles, scopes, workspace permissions and audit evidence in one access governance workflow.
Build a safer agency access model before the next client invite.
Start with a free Wranker audit, then see how agency teams can connect people, roles, projects, taskboards, reporting and audit trails inside one platform.
Connect roles to the rest of your agency workflow.
Team & Roles Management is strongest when it controls who can access clients, projects, reports, taskboards and white-label surfaces.
Use the parent agency workspace for portfolio overview, projects, users, setup, notifications, audit log and team performance.
Connect team scopes to client ownership, contacts, renewals, deliverables and client account context.
Route SEO, content and reporting work into assigned tasks with owners, status, due dates and performance views.
Control who can view, export, schedule and share reporting dashboards across client and agency scopes.
Use permission-aware report builder workflows for templates, schedules, export rules and white-label outputs.
Protect brand, report and client-facing permissions while applying agency branding to PDF and share-link surfaces.
Questions agency teams ask before changing access control.
Concise answers for SEO agencies, in-house teams and operations leaders evaluating Wranker Team and Roles Management.
What is Wranker Team and Roles Management?+
Wranker Team and Roles Management is the Agency Dashboard feature for inviting users, assigning agency role presets, controlling client and project scope, configuring workspace permissions, monitoring access engagement, managing pending invitations and auditing every permission change.
Who should use Team & Roles Management?+
It is built for SEO agencies, in-house SEO teams, content teams, solo SEOs and local marketers who need controlled collaboration across projects, clients, dashboards, taskboards, reports, drive assets, messages and billing surfaces.
How is this different from basic user roles?+
Basic roles usually stop at Admin, Editor and Viewer. Wranker keeps those core roles but adds agency-facing presets, scoped invitations, workspace permissions, module toggles, hard caps and audit trails so teams can model real agency jobs safely.
Can I create custom roles and permission templates?+
Yes. The Custom Roles workflow supports reusable permission templates with sections for Basic Info, Scope, Agency Modules, Workspace Dashboards, Global Capabilities, Invite Authority and Review & Save. Roles can move through draft, active and archived lifecycle states.
What role presets are included for agencies?+
The planned preset library includes CAM, Client Manager, Project Manager, Accountant or Billing Manager, Operations Manager, Team Access Manager, Executive Viewer and Compliance or Audit Reviewer, alongside agency Owner, Admin, Editor and Viewer roles.
Can users be limited to specific clients or projects?+
Yes. Invites and member access can be scoped to all agency, selected clients, selected projects, created-by-me access or inherited agency access. Member drawers also show client scope, project scope, overrides and audit history.
Can Wranker monitor whether team access is being used?+
Yes. Access & Engagement reuses Team Activity Summary, Active Members, Engagement tables and heatmap patterns to show active users, inactive users, dashboard usage, suggestions and export behavior.
Can invitations be resent, cancelled or audited?+
Yes. Pending Invitations reuse the invite, resend, cancel and confirmation flows from Team & Roles, while Audit Logs track invite created, resent, canceled and accepted events.
Can Team & Roles permissions affect reports and exports?+
Yes. Exports such as CSV and PDF honor current filters, scope and role permissions. Reporting access can be limited to view, export, schedule, share-link and white-label actions depending on the user’s role and policy.
Is this suitable for agencies with contractors and client-facing users?+
Yes. The system is designed for multi-client agency teams where contractors, CAMs, client managers, billing users and executives need different levels of access, invite authority, workspace permissions and audit visibility.
Stop guessing who can see what.
Use Wranker to connect team access, client scope, workspace permissions, audits, tasks and reports in one SEO agency platform.