Team

Under Settings > Team, you manage access to your AMALYTIX account. You can invite additional people and control their permissions through roles.

Plan Requirement
Team features are available from the **Large** plan onwards.

Benefits of team management:

  • Multiple employees can work with AMALYTIX simultaneously
  • Permissions can be granularly controlled through roles
  • Agencies can switch between multiple client accounts

Overview of Sections

The team settings are divided into three sections:

  1. Team Members - All active users with access to your account
  2. Pending Invitations - Invitations that have been sent but not yet accepted
  3. Roles - Permission profiles for different access rights

Create Roles

Roles define which areas and functions a team member can see and use. Create different roles for different areas of responsibility.

Examples of roles:

  • Viewer - Read-only access to dashboards and reports
  • Content Manager - Full access to content optimization
  • Analyst - Access to performance data and reports
  • Administrator - Full access including account settings

How to Create a New Role

  1. Enter a name for the new role
  2. Click Create Role
  3. The new role is created without any permissions
  4. Click Show Permissions to activate the desired rights
Note
New roles initially have no permissions. Do not forget to configure the permissions after creating the role.

Invite Team Members

Once you have created the required roles, you can invite additional people to your AMALYTIX account.

Invite team members in AMALYTIX

How to Invite a Team Member

  1. Enter the email address of the new member
  2. Select the desired role
  3. Click Invite Team Member

The invited person will receive an email with a registration link. After accepting the invitation, they can log in with their own credentials.

Manage Pending Invitations

Under Pending Invitations, you can see all invitations that have not yet been accepted. You can:

  • Check the invitation status
  • Revoke an invitation as long as it has not yet been accepted
  • Send a new invitation to the same email address

Active Team Members

In the Team Members section, you can see all people who currently have access to your AMALYTIX account.

Change the roles of the members in AMALYTIX

Displayed information:

  • Name and email address
  • Current status (active/inactive)
  • 2FA status (two-factor authentication)
  • Assigned role
  • Invitation date

Change Roles Later

You can change a team member’s role at any time:

  1. Click Change Role next to the respective member
  2. Select the new role
  3. The change takes effect immediately
Important
At least one member must always have the **Admin role**. The last administrator cannot be removed or changed to a different role.

Access to Multiple Accounts

Team members who have been invited to multiple AMALYTIX accounts can easily switch between them.

How account switching works:

  1. Click on the dropdown menu in the top navigation
  2. Select the desired account
  3. You will be automatically redirected to the selected account

Ideal for:

  • Agencies - Manage multiple client accounts with one login
  • Companies with multiple Amazon accounts - Switch between different countries or brands
  • Consultants - Access client accounts without needing separate credentials