If you want to enable your manager or a client to access your projects in SE Ranking, go to the “Users” section and click the “Add a New User” button.
Fill in the fields in the pop-up window.
1. Account type
There are two sub-account types – for managers and clients. The manager account enables the user to create new projects and edit existing ones. The client account lets the user view all assigned projects with no right to edit and/or delete anything.
2. Personal information
First and last names
Specify the first and the last name of the person you want to give access to. The first name (and optionally the last name) will be displayed in the user’s account.
Email
Enter the email address that the user will be using to sign in to SE Ranking and to receive project reports. You cannot enter an email address that is already registered in the SE Ranking system.
Password
Create or generate a password that the user will use to log in.
Note
Provide notes on every sub-user. It will come in handy when you have several client accounts and need to quickly access their details, and privileges or limitations. Other users won’t see your notes.
Account language
You can choose the account language and tick the “Send a notification email” checkbox, if you want to notify users that you’re sharing project information with them. The users will receive an email that looks like this:
3. Section access rights
Select the sections and SE Ranking tools that you want to give sub-users access to. To do this, just tick the respective checkboxes.
4. Account and subscription limits
You can define the limits you are setting for sub-users that include the number of projects, keywords, backlinks, and audits.
You can also set budget limits that sub-users can spend while using the tools. To do this, tick the corresponding checkboxes and enter the amount of money available per day, week or month.
5. Project access rights
In this section, you can give sub-users access to particular projects. To do this, tick the checkboxes next to the necessary projects and click on the arrow to move them to the block of selected projects to which the user will have access to.
After you’ve created a sub-account, you can check how the user will see your SE Ranking projects.