IndexPilot makes it easy to collaborate with your team while maintaining control over permissions. You can invite team members and assign roles that align with their responsibilities.
Below is an overview of the available roles and what each one can access:
🔑 Team Roles & Permissions
Owner
Access Level: Full
Permissions:
Manage all sites and integrations
Invite, remove, and edit team members
Update account and billing settings
Access all dashboards and analytics
Every IndexPilot account must have at least one Owner. This role is typically reserved for the account creator or someone overseeing billing and account-wide settings.
Admin
Access Level: Elevated
Permissions:
Add and manage sites
Set up and manage integrations
Invite and manage team members (cannot change billing)
Access all dashboards
Admins have nearly the same capabilities as Owners, except they cannot manage billing details.
Member
Access Level: Limited
Permissions:
View dashboards
Manage only the sites they’ve been assigned to
Cannot manage other team members, integrations, or billing
Members are best suited for users who need visibility into indexing performance and basic management of specific sites.
➕ Adding or Updating Team Members
To add a team member:
Click your name in the bottom left, and click Team Members
Click Invite Member.
Enter their email address.
Select the appropriate Role.
Choose the Sites they should have access to (for Members only).
Click Send Invite.
You can update a user’s role or site access at any time from the Team settings.