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LearnScaleSub-accounts
Scaleagency+ plan

Sub-accounts

Invite team members or grant clients read-only access to specific projects.

Try Sub-accountsAll modules

On this page

  • What it is
  • Why it matters
  • How to use
  • Workflow story
  • Why Outerank
  • Tour of the screen
  • What costs credits
  • Pro tips
  • Glossary
  • Common questions
  • How we compare
  • Related modules

What it is

Agency plan only. Invite people into your workspace by email (a magic link — they sign up free and land right in). You choose one of three roles: Client viewer (read-only, scoped to ONE project), Team editor (full access), or Team admin (co-owner). The page lists your client viewers and team members separately, with each invite's status, and you can revoke anyone in one click.

Why it matters

Agencies have writers, link-builders, and clients all needing some view into Outerank without seeing your full account. Sub-accounts solve this cleanly — clients see only their own project; your team gets the access they need; nobody sees your billing.

How to use it (step-by-step)

Follow these in order. Each step is 30 seconds to 2 minutes.

1

Step 1

Fill in 'Send an invite'

Enter the person's email (validated in-form) and an optional display name.

2

Step 2

Pick a role

Client viewer = read-only on one project. Team editor = full access. Team admin = co-owner. Choose the least access they need.

3

Step 3

Scope client viewers to a project

When the role is Client viewer, pick which single project they can see — they'll see nothing else.

4

Step 4

Send the invite

They get a magic-link email (white-labeled to your agency brand color if set), sign up for free, and land inside your workspace with the role you set. If delivery fails, we show an amber banner + the copy-paste URL. Duplicate invites for the same email return the existing link instead of stacking new ones.

5

Step 5

Resend or revoke

Pending invites have a ↻ resend button (rotates token + resends). Trash icon opens an inline 'Confirm revoke' — no more accidental deletes. Revoked rows soft-delete for audit trail.

Create

Spin up a sub-account per client.

Each client gets their own login, their own projects, their own data isolation. You stay the agency owner — they only see what you decide to share. Branded with YOUR agency name.

  • Per-client login + isolated data
  • Agency-branded sub-portal
  • Module-by-module access toggle
  • Credit pool shared OR per-sub allocated

Sub-accounts · agency view

Client APro plan · 5 projects
Client BStarter · 2 projects
Client CPro · 8 projects
Total15 projects · 3 sub-accounts
Permit

Toggle which modules each client sees.

Some clients only need Tracker + Reports. Others need the full stack. Per-sub module permissions — turn on / off whatever you want. The client sees a clean dashboard with only what they paid for.

  • Per-module on/off toggle
  • Per-sub-account custom shell
  • Client never sees admin features
  • Audit log — every action recorded

Module access · Client A

Tracker
100
Reports
100
Audit
100
Outreach
0
Brand

White-label, agency-first.

Client sees YOUR agency name + logo + colors. They don't know Outerank is the engine. The shell is branded, the reports are branded, the emails are branded — all yours.

  • Agency name + logo + colors
  • Branded login page
  • Branded share links
  • Branded auto-emails

Branding · live

Logouploaded
Primary#10b981
Domainclient.youragency.com
Emails fromyou@youragency.com
Bill

Credit allocation + usage tracking.

Decide per-sub: shared pool or fixed allocation. See per-client usage in your admin view so you can price retainers based on actual credit burn. No more guessing your margin.

  • Shared pool OR fixed allocation per sub
  • Per-client usage analytics
  • Cost-per-client visible
  • Auto-throttle if over allocation

Usage · last 30 days

Client A
78
Client B
42
Client C
21

Why Outerank

What \"agency tier\" upsells charge $500/seat for.

Full sub-account isolation, white-label, and cost tracking — bundled in.

Isolated

Per-client isolation built-in

Each client = their own login + data. No "are these the right credentials?" mistakes. Clean separation.

Granular

Module-by-module permits

Turn modules on/off per sub. Clients only see what they paid for. No "why can't I use Outreach?" support tickets.

Branded

True white-label

Your logo, your colors, your domain. Client doesn't know Outerank exists — they see YOUR agency.

Margin clarity

Per-client cost visibility

See exactly which client burns the most credits. Price retainers based on real cost, not gut feel.

What costs credits

No surprises. Browsing and viewing saved results is always free.

Inviting, managing & revoking sub-accountsFree
Sub-accounts signing up and using their accessFree

Pro tips

  • →Give clients 'Client viewer' on just their own project — they see live data and can't break anything.
  • →Give in-house writers 'Team editor' — they can publish content and check rankings, but can't see billing.
  • →Reserve 'Team admin' for true co-owners — it's full control of the workspace.
  • →Invites expire in 7 days — the countdown shows next to each pending row. Use the ↻ resend button to get a fresh link.
  • →Rate limit: 20 invites/hour, 100 pending at a time. Counter shown under the send button so you know where you stand.
  • →White-label the invite email by setting your agency name + brand color in Settings → Branding. The button, accent bar and 'You've been invited to X' headline all follow through.

Plain-English glossary

Every bit of jargon on this page, explained.

Sub-account
A person you invite into your workspace under your account — a client or a team member.
Client viewer
Read-only access scoped to a single project. Perfect for showing a client their own results safely.
Team editor
Full access to do the work (audits, content, rankings) but not your billing.
Team admin
A co-owner with full control of the workspace. Only give this to people you fully trust.
Magic-link invite
An email link the person clicks to sign up and instantly join your workspace — no password setup hassle for you.
Revoke
Instantly remove someone's access. Do this the moment a client or team member leaves.

Questions, answered

Site Audit FAQs

Do sub-accounts cost extra?
No — inviting clients and team members is included in your Agency plan at no extra charge.
Will a client see my other clients or my billing?
No. A Client viewer sees only the one project you scope them to — never your other projects, your billing, or your account settings.
The invite email didn't arrive. What now?
After sending, we show the invite URL. Copy it and send it to the person directly — it works exactly like the emailed link.
How do I remove someone?
Find them in the Client viewers or Team members list and click the trash icon. Their access is revoked immediately.

How we compare

Honest comparison — where we win, where the big tools win.

vs. Most SEO tools (no team features)

Ahrefs Starter is single-seat. Multi-seat plans jump to $399/mo. Sub-accounts are included in our Agency plan.

Related modules

These pair well with Sub-accounts.

Client Reports

AI-narrated, white-label SEO reports with public share link + PDF export.

AI Advisor

Streaming SEO chat with full project context — tactical answers grounded in YOUR data.

Previous

Client Reports

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Bulk Operations

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الوحدات

  • Site Audit
  • Internal Links
  • Keyword Research
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  • AI Content Writer
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  • Outreach Engine
  • Rank Tracker
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  • FAQ

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