Team Management

RivalReport makes it easy to share competitive intelligence across your team. This guide covers adding members, managing permissions, and collaborating effectively.

Team Member Limits

The number of team members depends on your plan:

Plan	Team Members
Free Trial	1
Standard	1
Agency	5
Enterprise	Unlimited

Need more team members? Consider upgrading your plan.

Adding Team Members

Inviting a New Member

To add a team member (Agency and Enterprise plans):

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Select their role (see Roles below)
5. Click Send Invite

They'll receive an email with instructions to join.

Invitation Expiration

Invitations expire after 7 days. To resend:

1. Go to Settings > Team
2. Find the pending invitation
3. Click Resend

Team Roles

Admin

Full access to everything:

• View all competitors and reports
• Add/remove competitors
• Manage team members
• Access billing and settings
• Configure integrations

Member

Standard access for daily use:

• View all competitors and reports
• Export reports
• Receive email and Slack notifications
• Cannot change settings or billing

Viewer (Enterprise only)

Read-only access:

• View reports only
• Cannot export or modify anything
• Ideal for stakeholders who need visibility

Changing Member Roles

To change a team member's role:

1. Go to Settings > Team
2. Find the team member
3. Click the role dropdown
4. Select the new role
5. Click Save

Changes take effect immediately.

Removing Team Members

To remove a team member:

1. Go to Settings > Team
2. Find the team member
3. Click Remove
4. Confirm the removal

They'll immediately lose access to the account.

Team Activity

Viewing Team Activity

Admins can see team activity:

1. Go to Settings > Team
2. Click Activity Log
3. View recent actions by team members

Activity tracked includes:

• Competitors added/removed
• Reports exported
• Settings changed
• Team member changes

Audit Logs (Enterprise)

Enterprise plans include detailed audit logs:

• All API access
• Login/logout events
• Configuration changes
• Export history

Logs can be exported for compliance purposes.

Collaboration Features

Shared Notes

Add notes to competitors that your team can see:

1. Go to a competitor's profile
2. Click Add Note
3. Enter your observation or insight
4. Click Save

Notes are visible to all team members.

Report Comments

Team members can comment on report sections:

• Highlight important changes
• Add context or insights
• Tag other team members

Email Distribution

Configure who receives reports:

1. Go to Settings > Email Preferences
2. Add team members as recipients
3. Choose what each person receives
4. Click Save

Transferring Ownership

To transfer account ownership to another admin:

1. Go to Settings > Team
2. Click Transfer Ownership
3. Select the new owner (must be an admin)
4. Confirm the transfer

You'll remain on the team as an admin.

SSO/SAML (Enterprise)

Enterprise plans support Single Sign-On:

Supported Providers

• Okta
• Azure AD
• Google Workspace
• OneLogin
• Custom SAML 2.0

Setting Up SSO

1. Contact your account manager or support
2. We'll provide SSO configuration details
3. Configure your identity provider
4. Share the metadata with us
5. We'll complete the setup

SSO Enforcement

Once enabled, you can:

• Require SSO for all team members
• Disable password login
• Auto-provision users from your IdP

Best Practices

Access Management

• Use the principle of least privilege
• Review team access quarterly
• Remove departed employees promptly
• Use SSO when available

Collaboration

• Share relevant insights in team channels
• Use notes to provide context
• Set up Slack delivery to shared channels
• Schedule regular review meetings