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Team Accounts / Multi Users

Collaborate efficiently by inviting team members with customizable roles and permissions.

The Team Accounts feature in Prerender.io enables seamless collaboration by allowing multiple users to access and manage a single account. With this feature, you can assign specific roles and permissions, ensuring your team operates efficiently while maintaining security and accountability.

This feature is especially valuable for larger teams where developers, engineers, and administrators need distinct levels of access and functionality.

Detailed Explanation / How It Works

User Roles and Permissions

Each team member is assigned a role, which determines their level of access and available actions:

Role Permissions
Account Owner Full control, including inviting users, modifying roles, and removing any member.
Admin Manage team members except the Owner/Admin roles, and handle settings. No permission to change user's roles
Billing Manager Focused on billing and export data from the dashboard; no access to other account settings. Can invite other Billing Manager.
Team Member Operate within settings, manage URLs, and invite other Team or Guest users.
Guest Limited to read-only access; cannot make changes or invite others.

Inviting a Team Member

  1. Navigate to the Prerender dashboard and go to Security and Access > Team Members section.
  2. Enter the email address and the full name of the person you wish to invite.
  3. Assign a role to the invitee based on their responsibilities.
  4. Click Submit.

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Managing Roles

To update a member’s role:

  • Locate their profile by going to Security and Access menu > Team Members list.
  • Click the gear icon beside the trash (delete) icon.
  • Select the desired role from the dropdown menu and confirm the changes.

Removing Users

  1. Go to Security and Access menu > Team Members section.
  2. Locate the user you want to remove and click the delete icon next to their name.
  3. Confirm the removal.

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Additional Information 

  • Invitation Expiry: Invitations are valid for 7 days. If an invitee misses the window, you’ll need to resend the invite.
  • Email Conflicts: If a team member's email is already registered with another account, contact Prerender.io support for assistance.
  • Role Management: Assign roles carefully to maintain security and limit unnecessary access.

 

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