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Overview

Every Siteline user belongs to a team. Within a team, users are assigned a role that determines what they can access and manage You can invite new users and manage your team from Settings → Team.

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Roles

CapabilityAdminMember
View products, tracking data & recommendations✅✅
Start or edit prompt tracking✅✅
Add or remove products & websites✅✅
Invite or remove team members✅❌
Change member roles✅❌
Manage subscription & billing✅❌
Create or manage linked teams✅❌

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Inviting Team Members

1

Open Team settings

Navigate to Settings → Team → Members and click Invite member.
2

Enter email addresses

Add one or more email addresses and select a role (Admin or Member) for each.
3

Send invitations

Invited users will receive an email with a link to create an account as a part of your team. Pending invitations can be resent or cancelled from the Members table.
Note At the moment only users without existing Siteline accounts can be invited to join a team through the invitation flow. If you’d like to add an existing Siteline user to your team please email [email protected]

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Linked Teams

Linked teams let you create and manage separate teams under your account. Each linked team has its own members, products, and tracking configuration, while your team handles billing and subscription settings on their behalf. This is useful for agencies or consultants managing tracking for multiple clients.

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Setting Up a Linked Team

1

Open Linked Teams

Navigate to Settings → Team → Linked Teams and click Add linked team.
2

Invite the client team's admin

Enter the admin email for the team you want to link. They will receive an invitation to create an account.
3

Client accepts the invitation

Once accepted, the client team appears in your Linked Teams table with an Active status.
Notes
  • Only users without existing Siteline accounts can be invited to manage a linked team through the invitation flow. If you’d like to link an existing user or team please contact [email protected]
  • If the link from your team is removed, then the admin of the linked team will be able to fully manage billing and other settings.

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What Linked Team Users Can Do

CapabilityLinked team adminLinked team member
View products, tracking data & recommendations✅✅
Start or edit prompt tracking✅✅
Invite or remove their own team members✅❌
Manage subscription & billing❌❌
Create their own linked teams❌❌
Billing and subscription settings for linked teams are controlled by the parent team. Linked team users will see a message directing them to contact the parent team for plan changes.