IndexPilot’s team management system makes it easy to collaborate on SEO content projects with multiple users. This article explains how to add team members, assign roles, manage permissions, and control access to sites and content.
Understanding Team Roles & Permissions
IndexPilot uses a role-based permission system with three levels of access.
Owner
The account holder with full administrative access.
Permissions:
Sites: View, create, edit, delete
Articles: View, create, edit, delete
Billing: Full access (manage subscription, payment, invoices)
Team: Invite, manage, remove members, assign roles
Settings: All account and site settings
Integrations: Manage CMS and third-party integrations
Responsibilities:
Only role with billing/subscription control
Can change member/admin roles (except other owners)
Can remove team members
Access to integration configurations
Admin
Trusted team members with management capabilities but limited billing access.
Permissions:
Sites & Articles: Full create, edit, delete access
Team: Invite, manage, remove members
Settings: Manage account settings
Integrations: Manage CMS and third-party integrations
Billing Restrictions:
Can view billing info but cannot modify subscription or payment methods
Key Capabilities:
Invite new members
Change roles for Members (not Owners/Admins)
Full content control
Member
Standard users focused on content creation.
Permissions:
Sites: View all sites
Articles: View, create, edit
Team: View member list (read-only)
Settings: Read-only
Integrations: Read-only
Restrictions:
Cannot create/delete sites
Cannot delete articles
No team management
No billing or configuration access
Adding New Team Members
Step 1: Open Team Management
Log into IndexPilot
Click your name in the bottom left, and click Team Members
Click Invite Member
Step 2: Send Invitation
Enter the new member’s email
Select their role (Admin or Member)
Click Send Invitation
Step 3: Invitation Process
Invited user receives an email to sign up
If they don’t have an account, they’ll be prompted to create one
Once accepted, they join your team automatically
Notes:
Only Owners and Admins can send invitations
Managing Existing Team Members
Changing Roles
Owners: Can change any role (except other Owners)
Admins: Can change Member roles only
Members: Cannot change roles
How-To:
Go to Team page
Click the member’s role badge
Select a new role
Change takes effect immediately
Removing Team Members
Who Can Remove:
Owners: Can remove Admins & Members
Admins: Can remove Members only
Members: Cannot remove anyone
Removal Steps
Open Team page
Find the user
Click Remove
Confirm in popup
What Happens
Immediate loss of access
Their content stays in the team account
Their personal IndexPilot account remains active
Managing Multiple Teams
Switching Teams
Use the Team Switcher in navigation by clicking your name in the bottom left and then click Switch Team
Select a different team to change to
Each team has separate sites and content
Creating New Teams
Any user can create their own team
Users can belong to multiple teams at once
Each team has its own billing and settings
Managing Invitations
Pending Invites
From the Team section, you can:
View pending invitations
Resend invitations
Cancel invitations