Point11

Inviting team members

Add colleagues to your Point11 organization, assign roles, and configure team permissions for collaborative AI discoverability management.

AI discoverability management is a cross-functional effort. Marketing teams manage content, engineering teams implement structured data, and executives need visibility into performance metrics. Point11's team management features let you bring all stakeholders into a single workspace with appropriate access controls.

Sending Invitations

Navigate to Settings > Team to manage your organization's members. To invite a new team member:

  1. Click "Invite Member."
  2. Enter their email address. You can add multiple email addresses separated by commas to send batch invitations.
  3. Select a role for the invitee (Owner, Admin, or Member).
  4. Optionally add them to one or more website workspaces if your organization manages multiple sites.
  5. Click "Send Invitation."

The invitee will receive an email with a link to join your organization. If they already have a Point11 account, clicking the link adds them to your organization immediately. If they do not have an account, the link guides them through account creation and then associates them with your organization.

Invitations expire after 7 days. You can resend or revoke pending invitations from the Team settings page.

Understanding Roles

Point11 provides three default roles that cover most organizational needs:

Owner

Full administrative control over the organization. Owners can:

  • Manage billing, subscription plans, and payment methods.
  • Add and remove team members, including other Owners.
  • Delete the organization and all associated data.
  • Access all platform features across all connected websites.
  • Configure SSO and security settings.

Every organization must have at least one Owner. The account creator is assigned this role automatically.

Admin

Operational access to all platform features without billing control. Admins can:

  • Connect new websites and configure crawl settings.
  • Run audits and access all reports and analytics.
  • Invite team members and assign roles (except Owner).
  • Configure monitoring, integrations, and notification settings.
  • Manage structured data recommendations and content optimization workflows.

Assign the Admin role to marketing managers, SEO leads, and engineering managers who need full operational access.

Member

Read and contribute access for day-to-day platform users. Members can:

  • View dashboards, audit results, and discoverability scores.
  • Access page-level reports and recommendations.
  • Mark recommendations as complete or dismissed.
  • Export reports in PDF and CSV formats.
  • Configure their personal notification preferences.

Members cannot modify organization settings, connect new websites, or manage other team members. This role is appropriate for content writers, developers implementing recommendations, and stakeholders who need visibility without administrative access.

Custom Roles (Enterprise Plan)

Organizations on the Enterprise plan can create custom roles in Settings > Access Control. Custom roles allow fine-grained permission configuration:

  • Website-level access: Restrict a role to specific connected websites within the organization.
  • Feature-level access: Grant or deny access to specific platform areas (audits, monitoring, analytics, integrations).
  • Action-level permissions: Control whether a role can view, edit, create, or delete within each feature area.

Custom roles are useful for agencies managing multiple client websites, large enterprises with distinct brand teams, and organizations that need to separate responsibilities between departments.

Managing Existing Members

From the Team settings page, you can:

  • Change roles: Click on a member's current role to select a new one. Role changes take effect immediately.
  • Remove members: Click "Remove" next to a member to revoke their access. Removed members lose access immediately but their activity history is preserved in audit logs.
  • Transfer ownership: Owners can transfer the Owner role to another member. The original Owner is downgraded to Admin unless they choose to retain Owner status (multiple Owners are supported).

Notification Preferences

Each team member can configure their notification preferences in their personal settings. Available notification channels include:

  • Email: Weekly summary reports, audit completion alerts, and critical issue notifications.
  • In-app: Real-time notifications within the Point11 dashboard for score changes, completed audits, and team activity.
  • Slack integration: Route notifications to specific Slack channels. Configure in Settings > Integrations > Slack.

By default, new members receive email notifications for weekly summaries and critical issues. All other notifications are opt-in.

Best Practices for Team Setup

  • Assign at least two Owners to prevent lockout if one person leaves the organization.
  • Use the Admin role for team leads and the Member role for individual contributors.
  • Set up Slack integration early so the team receives audit results and score changes in their existing workflow.
  • Review team access quarterly to remove former employees and update roles as responsibilities change.

Sources

Understanding your discoverability score

Need help implementing this?

Our team can walk you through the setup.

Talk to Sales