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Documentation Index

Fetch the complete documentation index at: https://docs.onsomble.ai/llms.txt

Use this file to discover all available pages before exploring further.

Team access in Onsomble works at two levels:
  • Per-Site access — who can see and work with a specific Site
  • Agency-level access — for agency accounts, who can see and work with which set of Sites across a portfolio
This page covers both, plus the common case of a single business granting an agency access to their Site.

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Roles and what they can do

Every person with access to a Site is assigned a role. The roles are deliberately simple — four levels that match how teams actually work.
RoleCan viewCan editCan run scansCan manage billing
OwnerYesYesYesYes
EditorYesYesYesNo
ScannerYesNoYesNo
ViewerYesNoNoNo
A few practical notes on how the roles usually get used:
  • Owner is typically the business owner (Sam) or the agency principal. One or two per Site is normal; more creates decision confusion.
  • Editor is the default for anyone actively doing the work — building workflows, adjusting scan setup, acting on recommendations.
  • Scanner is a narrower role for someone who needs to trigger scans and review results without changing setup.
  • Viewer is read-only — useful for stakeholders who want to see progress without being involved in the work.

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Inviting a colleague to your Site

For a single business adding someone from inside the organisation:
1

Open Site settings → Team

From the Site’s dashboard, find the Team section under settings.
2

Add the colleague by email

Enter their email address. They’ll receive an invitation link that takes them through account creation (if they don’t already have an Onsomble account) and into the Site.
3

Choose their role

Assign a role based on what you want them to do. You can change it later if needed.
Invitations don’t expire, but if a colleague never accepts, you can resend or revoke the invitation at any time.

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Granting an agency access to your Site

If you’re a business owner hiring an agency to do your AEO work, you can grant them access to your Site without handing over your own account.
1

Get the agency's Onsomble identifier

Ask the agency for their Onsomble agency identifier (usually the agency name as registered, or a specific invite link they provide).
2

From Site settings → Team, choose 'Invite an agency'

This is distinct from inviting an individual colleague.
3

Confirm the access level

Typical choice is Editor — the agency needs to make changes, but billing should stay with you unless you’ve explicitly outsourced that.
Once accepted, the Site appears in the agency’s portfolio alongside their other client Sites. You retain full control of your Site and can revoke access at any time.
If your engagement with the agency ends, revoke their access immediately rather than relying on them to remove themselves. It’s a single click from the Team settings.

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Agency-level access across clients

For agency accounts, the challenge is different — you’re not managing access to one Site, you’re managing which of your staff can see which of your many client Sites. Agency-level access is configured in agency settings, not per-Site. From there you can:
  • Invite agency staff once, and assign them to specific clients
  • Give staff “all clients” access (typical for senior practitioners or leadership)
  • Scope staff to specific clients (typical for account leads and client-dedicated practitioners)
See Agency setup — Inviting your team for the detailed flow and role patterns that agencies typically use.

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Changing someone’s role

Roles can be updated at any time from the Team section. Changes take effect immediately — a person’s next page load reflects the new access level. When reducing someone’s access (e.g. demoting Editor to Viewer), they’re still notified of the change via email so there are no surprises.

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Removing access

Removing access is immediate and revokes their ability to view or do anything in the Site. Their work isn’t lost — scans they ran, workflows they built, knowledge entries they created all remain in place under the Site.
Removing access doesn’t delete the person’s Onsomble account. They retain access to any other Sites they’re on, and can still log in — they just no longer see the Site you removed them from.

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Seeing who has access

Site settings → Team lists everyone with access to the Site, their role, and when they last logged in. This is the go-to place when:
  • You’re preparing for a compliance review or audit
  • You suspect stale access that should be cleaned up
  • You’re trying to work out who did a specific thing
For agencies, there’s an equivalent portfolio-level view in agency settings that shows access across all client Sites at once.