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Team Management

Add team members to Serpstat, distribute module credits, and monitor usage per person. Available from the Team plan with up to 4 additional seats.

Written by Mike

Invite Your Team, Distribute Credits, Monitor Usage

Team Management lets you add team members to your Serpstat account, distribute module credits across the team, and monitor each member's data usage. Available from the Team plan.


What you can achieve:

  • Add team members: Invite colleagues by email — they join under your main account and can log in independently with their own credentials.

  • Control credit access: Allocate specific credit amounts per module to each team member. Members only consume the credits you assign — they cannot exceed their allocation.

  • Monitor usage: Track which team member used how many credits, when, and in which module — using the detailed usage history tabs.


Getting Started

  1. Go to Profile → Team Management.

  2. Click Create a team (first-time setup) or the + Add member button.

  3. Enter the team member's email address and click Send invite. The invitee receives an email to create their Serpstat credentials.

  4. Once the member joins, their row appears in the team table. Click the pencil icon next to their name to open the credit distribution panel.

  5. For each module, enter how many credits to allocate. Click Save. The allocation is immediately active — the member can start working within their assigned limits.

  6. To monitor usage: use the tabs at the top of Team Management — they show usage logs per module per member.

Team Management interface with Create team button and empty team member table

Key Metrics Explained

  1. Team member allocation: The number of credits assigned to each member per module per billing cycle. Unused allocations reset each month along with the main plan credits.

  2. Main account balance: Total credits held by the account owner. All member allocations are drawn from this pool — allocating too many credits to members can leave the owner short.

  3. Usage tabs: Separate usage-history views for each module. Each row shows the team member, query, results count, credits consumed, and timestamp.

  4. Number of seats: The maximum number of team members you can add depends on your plan. Team plan: up to 4 additional seats. Agency plan: up to 14. Individual plan: no team seats.

Team credit distribution table showing module-by-module credit allocation for a team member

Pro Tip: Separate Client Workspaces with Sub-Accounts

Use team seats as isolated workspaces — one sub-account per client keeps data usage and billing separate and auditable.

  1. Create a dedicated email (e.g., [email protected]) for each client project.

  2. Add the email as a team member in Team Management.

  3. Allocate only the credits the client project requires for each module.

  4. Share login credentials with the client or use the account yourself on their behalf. Usage is tracked and logged separately.

⚠️ Important: Team member allocations are drawn from your main account credit pool. If you allocate 100 Keyword Research credits to a member, those 100 credits are deducted from your pool immediately. Plan your total allocation carefully to ensure you retain enough credits for your own work.


❓ Frequently Asked Questions

Q: How many team members can I add?
A: The number of seats depends on your plan: Team plan includes up to 4 additional seats, Agency plan includes up to 14. Individual plan does not support team members.

Q: Can team members see each other's work?
A: No. Each team member has their own isolated workspace. They can only see reports and results from their own queries.

Q: What happens to a member's allocated credits if they leave the team?
A: When you remove a team member, their remaining allocated credits are returned to your main account balance and become available for redistribution.


Next Steps

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