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Understanding Permissions in Botify

Updated over a month ago

📘 This article explains how to manage access to Botify features.

Overview

The following are the key principles of access management in Botify:

Organizations

Access to Botify features is managed within organizations. Botify defines your first organization when you subscribe, and Primary Owners can create additional organizations. Organizations are comprised of projects and teams. Permissions are defined by the role assigned to each team within the organization. Read more about Botify organizations.

Projects

A project is the structure that groups Botify crawls with associated log and third-party data for SEO analysis. Projects are contained within organizations and can be attached to many teams. Read more about Botify projects.

Teams

Teams are groups within an organization that are defined by a combination of projects, members, and roles (permissions). All permissions within an organization are managed within the team role definition, which applies the same Botify access to all team members. Users can be members of many teams, and projects can be assigned to many teams.

Botify User Types

There are two user types in Botify:

Owners

Botify configures a Primary Owner user account that provides full access to the Botify platform with your subscription. The individual assigned to that Primary Owner user account can manage all users and create teams and projects linked to those teams. Primary Owners can also assign other users as organization owners.

Team Members

Team member permissions are defined by the role assigned to the team settings within the organization. Permissions are grouped within roles at the team level.

Team Roles

Super Admin

Admin

Editor

Viewer

Permission

View Reports

✅

✅

✅

✅

Start crawls

✅

✅

✅

❌

Create optimizations

✅

✅

✅

❌

Edit SpeedWorkerssettings

✅

✅

✅

❌

Change project settings

✅

✅

❌

❌

Deploy live settings & optimizations

✅

❌

❌

❌

Managing Permissions

Any organization owner can edit team permissions.

To manage team permissions:

  1. Expand the user menu and select the Organization in which you are an Owner.
    ​

    user_menu_org.png

  2. In the Teams section, click the team name where you want to manage permissions.
    ​

  3. In the Permissions section, select the button next to the role to assign to the team, then click the Update button.
    ​

Revoking Project Access

Organization owners can remove members at the team level to revoke access to all projects attached to the team, or at the organization level.

To remove a member from a team:

  1. Navigate to the project settings Team page, as shown above.

  2. Click the X next to the member's email address. The member is immediately removed from the team; there is no warning message.
    ​

To remove access at the organization level:

  1. Click the Members list link at the top right of the organization settings page.
    ​

  2. Click the X next to the member's name in the Collaborator list.
    ​

  3. In the confirmation message, type the name of the organization, then click Yes, confirm to permanently remove the member from the organization.
    ​

👉 Revoking access to a project does not delete the Botify user account.

About Legacy Permissions within Projects

Permissions were once managed at the project level, where you could only grant global admin or viewer permission to the project.

To view legacy permissions within a project:

  1. Navigate to the project's settings through the cogwheel at the bottom left of the navigation bar, then select Users.

  2. You can no longer add new users via this method, but the users previously assigned within the project are displayed with their legacy role. Click Remove to remove individual users from the project.
    ​

💡 We recommend you add the users shown on this page to teams within the organization settings to predictably manage project access.

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