Team Management
A solo operator can keep an agency setup in their head. Add a second person and the question becomes: what should this teammate be able to see, edit, and do?
Team Management draws those lines. It handles invitations, roles, brand access, and the difference between an agency teammate and a client portal user.
This is the agency-flavored read. For the shared cross-Trakkr team model, Account → Teams has the full role permission matrix.
Two kinds of person
The load-bearing distinction in agency mode. Get this right and most of the rest of the page is mechanics.
A teammate is someone on your team who works on client accounts. A client portal user is a client you've given a window into one of their own brands.
Practically: an employee at your agency is a teammate. The marketing director at a client is a client portal user. Sending the wrong kind of invite is hard to reverse cleanly, so pick correctly the first time.
The client portal user mechanics live in White-Label → Permissions. The rest of this page is about teammates.
Roles
Three teammate roles, cascading: anything a Viewer can do, an Admin can do; anything an Admin can do, the Owner can do.
Owner is exactly one person, usually whoever owns the relationship with Trakkr and the bill. Owner is permanent in the UI; to reassign, contact support.
Admin is the right default for operators who work on accounts. They can invite teammates, create brands, and edit anything they have access to. Most agency teammates should be Admins.
Viewer is for stakeholders who watch but do not edit, such as a head of services, partner agency lead, or board member.
For the full role permission matrix (who can do what), Account → Teams has the table.
Inviting a teammate
Select Invite team member on Settings: Team. Paste several emails or add one at a time, pick a role, and optionally scope brand access at invite time. Pending invites stay on the page with resend and revoke controls.
The invite form checks whether an email already has a Trakkr account or belongs to another team, then shows a warning before you send. If an existing user has not accepted, an authorised operator may also be able to add them from the pending invite.
If you invite an email that's already a client portal user on one of your brands, accepting the team invite promotes them from client to teammate (the transition is clean on the backend). The modal shows a hint when this is about to happen.
Per-brand access scoping
The default is "see everything." That can suit an in-house team. An agency often needs a tighter rule, such as a contractor who can see two accounts but not the rest.
From the team page, edit a member and turn on Restrict brand access. For each brand, choose View only, Can edit, or no access. A restricted member cannot create new brands.
Restrictions are enforced on data access, not just hidden in the menu. A restricted member cannot reach a brand they were not granted.
Day-to-day operations
The team page handles role changes, member removal, pending invite revocation, and leaving the team for non-owners. Client portal activity has its own log in White-Label settings.
Billing access is a separate flag (off by default) that the owner can grant to any Admin. It controls whether they can see the billing page and update payment methods. Useful when finance owns the card.
Plan access
| Plan | Team Management |
|---|---|
| No plan | Single user only |
| Growth | Up to 3 seats including the owner |
| Scale | Full team management, brand-access scoping, agency mode |
| Enterprise | Same as Scale, higher seat counts |
Common questions
Can a single account be on multiple teams?
No. A user is on one team at a time. To move someone, they leave the current team and accept an invite to the new one. Client portal access is separate.
Do client portal users count against my seat count?
No. Client portal users are governed by the white-label entitlement, not the team seat limit. You can have far more clients than teammates.
What happens to a member's brand restrictions when I promote them to Admin?
The restrictions stay. Role and brand access are separate controls. An Admin with restricted access still sees only the brands you granted.
How do I make someone a billing manager without making them Owner?
Promote them to Admin first, then turn on billing access from their member row. Admins need an explicit grant.
A teammate sees brands they shouldn't. What did I miss?
Check whether Restrict brand access is on and review each granted brand. Also check whether the person has separate client portal group access, which can add more client-facing brands.