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Overview

Team Management is an Agency tier feature that enables collaboration across your organization. Add strategists, designers, and account managers to your workspace, assign them to client brands, and control permissions—all from one central dashboard.
Agency Tier Only — Team features require an Agency subscription (199/month+199/month + 20/seat after 10 seats).

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Team Structure

Owner

Full access to all settings, billing, and team management. Only one owner per account.

Admin

Manage team members, create clients, and configure workspace. Cannot access billing.

Member

Run analyses, use Helix, and manage assigned client brands. View-only for others.

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Role Permissions

PermissionOwnerAdminMember
Run brand analyses✅✅✅
Use Helix AI chat✅✅✅
Export PDFs✅✅✅
Create client brands✅✅❌
Assign team to brands✅✅❌
Manage team members✅✅❌
View all client data✅✅Assigned only
White-label settings✅✅❌
API key management✅✅❌
Billing & subscription✅❌❌
Delete account✅❌❌

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Adding Team Members

1

Navigate to Teams

Settings → Teams → Invite Team Member
2

Enter Email Address

Team member’s work email (they’ll receive an invitation)
3

Select Role

Choose Admin or Member (Owner cannot be assigned)
4

Assign to Clients (Optional)

Select which client brands they can access
5

Send Invitation

Email sent with signup link (expires in 7 days)

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Invitation Email

Team members receive:
  • Subject: “You’ve been invited to [Your Agency] on Brand DNA”
  • Link: Unique signup link (valid for 7 days)
  • What Happens: They create password, accept invite, and gain immediate access
Resending Invitations: If invite expires, go to Teams → Resend Invitation

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Managing Team Members

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Current Team Members

Example team roster:
NameEmailRoleClientsStatusActions
Sarah Chensarah@agency.comOwnerAll (12)Active—
Marcus Leemarcus@agency.comAdminAll (12)ActiveEdit, Remove
Jordan Taylorjordan@agency.comMember5 assignedActiveEdit, Remove
Alex Riveraalex@agency.comMember3 assignedPendingResend, Revoke

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Editing Team Members

1

Find Team Member

Settings → Teams → Click Edit next to member
2

Update Role

Change between Admin and Member (Owner cannot be changed)
3

Reassign Clients

Add or remove client brand access
4

Save Changes

Changes take effect immediately

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Removing Team Members

Removing a team member revokes access immediately. Their work (analyses, tasks) remains in the system.
1

Navigate to Teams

Settings → Teams → Find member
2

Click Remove

Click Remove next to team member
3

Confirm Removal

Confirm action (cannot be undone)
4

Access Revoked

Member logged out immediately, cannot access workspace
Data Retention:
  • Analyses they created: Retained
  • Chat transcripts: Retained
  • Tasks they assigned: Retained
  • Login access: Revoked

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Client Brand Assignment

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Assigning Members to Clients

1

Go to Client Brands

Settings → Teams → Client Brands
2

Select Client

Click client brand to manage team access
3

Assign Team Members

Check boxes next to team members who should access this client
4

Save Assignments

Members immediately see this client in their workspace

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Example: Client Assignment Matrix

Team MemberAcme SaaSBrandX E-comConsult Co.Widget Inc.
Sarah Chen (Owner)✅✅✅✅
Marcus Lee (Admin)✅✅✅✅
Jordan Taylor✅✅❌✅
Alex Rivera❌✅✅✅
Why Assign Specific Clients?
  • Security: Members only see data for clients they work on
  • Focus: Reduced clutter in workspace
  • Compliance: Control who accesses sensitive client data

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Seat Management

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Agency Plan Seat Pricing

Total SeatsBase CostSeat CostTotal Monthly
1-10$199/moIncluded$199/mo
11$199/mo+$20$219/mo
15$199/mo+$100 (5 seats)$299/mo
25$199/mo+$300 (15 seats)$499/mo
Seat Count: Owner + all active team members (including pending invitations)

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Adding More Seats

1

Invite Team Member

Settings → Teams → Invite Team Member
2

Automatic Seat Addition

If over 10 seats, $20/seat added automatically
3

Prorated Charge

Charged immediately for remainder of billing period
4

Updated Billing

Future invoices reflect new seat count

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Removing Seats

Removing team members does not automatically reduce seat count or refund charges. Contact support to reduce billed seats after removing members.
To Reduce Seats:
  1. Remove team members: Settings → Teams → Remove
  2. Contact support@branddna.app
  3. Seat count adjusted for next billing cycle (no mid-cycle refunds)

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Collaboration Features

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Shared Workspace

Team members working on the same client brand can:
  • View analyses: See all analyses run by team
  • Share tasks: Assign tasks to each other
  • Comment: Add notes on analyses and insights
  • Export together: Co-author white-label reports

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Activity Feed

See what your team is working on:
TimeTeam MemberActionClient
2 min agoJordanRan brand analysisAcme SaaS
15 min agoAlexExported PDF reportBrandX E-com
1 hour agoMarcusAdded 3 tasksWidget Inc.
3 hours agoSarahInvited new member—
Filter by:
  • Team member
  • Client brand
  • Action type
  • Date range

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@Mentions in Comments

Tag team members in comments: 
@jordan Can you review the SWOT analysis for Acme SaaS?
I think we should prioritize the SEO opportunity.
Notifications:
  • In-app notification
  • Email notification (if enabled)
  • Mention appears in their activity feed

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White-Label Branding

Customize exports for client delivery:

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Agency Branding Settings

1

Navigate to White-Label

Settings → Teams → White-Label Settings
2

Upload Agency Logo

PNG or SVG, recommended 500x200px, transparent background
3

Set Agency Colors

Primary and secondary colors for PDF exports
4

Custom Footer Text

Optional: “Prepared by [Your Agency] | [Date]”
5

Apply to All Exports

All PDFs and reports now branded with your agency identity

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Before vs. After White-Label

ElementDefaultWhite-Label
PDF Header LogoBrand DNA logoYour agency logo
Footer Text”Powered by Brand DNA""Prepared by [Your Agency]“
Accent ColorsCyan/VioletYour brand colors
Export Filename”Brand_DNA_Analysis.pdf""[Client]_Brand_Strategy.pdf”
White-label branding makes it look like you built the analysis in-house—great for client presentations and proposals.

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Team Analytics

Track team performance and productivity:

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Team Usage Dashboard

Team MemberAnalyses RunFlash AuditsHelix MessagesExportsLast Active
Jordan Taylor234531282 min ago
Alex Rivera152818751 hour ago
Marcus Lee311298123 hours ago
Insights:
  • Most active team members
  • Bottlenecks (members overloaded with clients)
  • Underutilized features (e.g., low Helix usage)

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Security & Compliance

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SSO (Single Sign-On)

Enterprise Add-On — SSO available for agencies with 25+ seats. Contact enterprise@branddna.app
Supported SSO providers:
  • Google Workspace: OAuth integration
  • Microsoft Azure AD: SAML 2.0
  • Okta: SAML 2.0
  • OneLogin: SAML 2.0

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Audit Logs

Track all team actions:
TimestampUserActionDetails
2026-01-27 14:23marcus@agency.comExported PDFClient: Acme SaaS
2026-01-27 14:15jordan@agency.comRan analysisURL: acmesaas.com
2026-01-27 13:45sarah@agency.comInvited memberEmail: alex@agency.com
Export Audit Logs: Download as CSV for compliance (Settings → Teams → Audit Logs)

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Data Access Controls

  • Role-Based Access: Owner, Admin, Member permissions
  • Client Segmentation: Members only see assigned clients
  • IP Whitelisting: Enterprise feature (contact support)
  • 2FA Enforcement: Require 2FA for all team members

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Best Practices

Admins can manage team and clients but not billing. Great for senior strategists who need to onboard new members but shouldn’t access subscription settings.
Don’t give all members access to all clients. Assign members only to clients they actively work on for better security and focus.
Quarterly review of team roster: Remove inactive members, update client assignments, promote high performers to Admin.
Set up white-label branding as soon as you subscribe. Consistent agency branding on all client deliverables.

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Frequently Asked Questions

Yes. Owner can transfer ownership to an Admin: Settings → Teams → Transfer Ownership. The new owner must accept via email confirmation.
Access revokes immediately. Seat remains billed through end of billing period. Contact support to adjust seat count for next cycle.
No. API keys are account-level, not user-level. All API requests use agency account credentials. See API Keys.
No. Team members are invited to your agency’s account. They don’t need separate subscriptions.
  • Billing - Manage seats and subscription
  • API Keys - Programmatic access for team
  • Settings - Individual user preferences
  • Pricing - Agency tier details
Questions about team management? Email support@branddna.app or chat with Helix AI.