Team Accounts & Roles Guide

Why Team Accounts?

If you're running affiliate campaigns with a team — whether that's an agency managing client campaigns, a media buying team splitting geo-targets, or a network with multiple account managers — you need shared access with controlled permissions.

Without team accounts, you end up sharing login credentials. That means:

• No audit trail — You can't see who changed what
• No access control — Everyone can delete links, change billing, and view API keys
• Security risk — One person leaves, you have to change the password for everyone

GeoRedir's team accounts solve this with role-based access control (RBAC). Each team member gets their own login with permissions scoped to their role.

The Four Roles

GeoRedir has four permission levels, from most to least access:

Owner

The account creator. Full control over everything, including billing, plan changes, and team management. There is exactly one owner per workspace.

Admin

Full operational access without billing control. Ideal for team leads and senior media buyers who need to manage everything except payment.

Member

Day-to-day campaign management. Can create and edit links, view analytics, and manage rules — but can't change team settings, integrations, or domains.

Viewer

Read-only access. Can see links, analytics, and reports but can't change anything. Perfect for clients, stakeholders, or junior team members who need visibility without risk.

Full Permission Matrix

All four roles side by side:

*Admins can change roles of Members and Viewers, but cannot change the Owner's role or promote others to Owner.

Step 1: Invite a Team Member

1. Go to your GeoRedir dashboard → Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select a role (Admin, Member, or Viewer)
5. Click Send Invitation

The invitee receives an email with a link to accept the invitation. If they already have a GeoRedir account, they'll be added to your workspace. If not, they'll create an account during the acceptance flow.

Step 2: Manage Existing Members

From Settings → Team, you can see all current team members with their:

• Name and email
• Role (Owner, Admin, Member, Viewer)
• Status (Active, Pending invitation)
• Last active timestamp
• Date joined

Change a Member's Role

1. Click the three-dot menu next to the member's name
2. Select Change Role
3. Choose the new role
4. Click Confirm

Role changes take effect immediately. The member doesn't need to log out and back in.

Remove a Member

1. Click the three-dot menu next to the member's name
2. Select Remove from Team
3. Confirm the removal

The member immediately loses access to your workspace. Links they created remain in the workspace — nothing is deleted.

Step 3: Transfer Ownership (Optional)

If you need to transfer workspace ownership to another person:

1. Go to Settings → Team
2. Click Transfer Ownership (only visible to the current Owner)
3. Select the team member to become the new Owner (they must already be an Admin)
4. Enter your password to confirm
5. Click Transfer

After transfer, you become an Admin and the selected member becomes the Owner.

Team Scenarios

Agency Managing Client Campaigns

Affiliate Team with Multiple Buyers

Affiliate Network

Audit Trail

Every action taken by team members is logged. The Owner and Admins can view the audit log at Settings → Team → Activity Log:

The audit log records:

• Link operations — Created, updated, deleted, activated, deactivated
• Rule changes — Added, modified, removed redirect rules
• Team changes — Invitations sent, roles changed, members removed
• Settings changes — Domain, integration, and webhook modifications
• Export events — Who exported data and when

Plan Limits

Team accounts are available on all paid plans, but the number of members varies:

Need more members on Pro or Business? Contact us for custom limits.

Best Practices

• Use the least privilege principle. Give each person the minimum role they need. If someone only needs to see reports, make them a Viewer — not a Member.
• Use Admin sparingly. Admins can manage integrations, API keys, and team members. Only give Admin access to people you trust with platform-level settings.
• Invite clients as Viewers. Give clients read-only access to see their campaign performance. They get transparency without the risk of accidental changes.
• Review the team list quarterly. Remove members who no longer need access. Former employees and contractors shouldn't retain access to your campaigns.
• Check the audit log after issues. If a link stops working or rules change unexpectedly, the audit log shows exactly who made the change and when.
• Don't share the Owner account. If multiple people need full access, make them Admins. The Owner account should be held by one person who controls billing.