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Account Team, roles and client reports

Team, roles and client reports

Invite teammates, choose a role for each, limit access to some brands, and share branded client reports by link.

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A workspace can have several people and several brands. Seats are unlimited on every paid plan. This page covers inviting people, what each role can do, and the client report you can share by link.

Roles#

Every member has one role.

RoleWhat it can do
OwnerEverything, including billing and deleting the workspace.
EditorEdits facts and questions, drafts and publishes fixes.
ViewerReads answers, fixes and proof. Can't publish.
Client viewerSees only the weekly client report.

Only owners can invite people, change roles, remove members, and change billing. Editors can also create client report links and change report branding. See Client reports.

A client viewer who opens the app is sent to the client report. They do not get the rest of the product.

Invite someone#

Inviting teammates is part of a paid plan. See Plans, add-ons and billing.

  1. Click your name at the bottom of the sidebar, then Team and billing.
  2. Open the Team tab.
  3. Under Invite someone, enter the person's Email.
  4. Pick a Role.
  5. If you have more than one brand, you can set Access to Only these brands and tick the brands this person can open. The default is All brands.
  6. Click Send invite.

The person gets an email with a link. The link expires in 7 days. If the email can't be sent, Prefera shows a one-time link for you to share yourself.

The person must sign in with the same email address you invited. The invite then adds them to the workspace with the role you chose.

Manage invites and members#

On the Team tab, pending invites appear in the table with the status Invited, or Expired after 7 days.

  • Resend invite sends a fresh link for 7 more days. The old link stops working.
  • Revoke invite cancels it.
  • Use the Role menu on a member's row to change their role. You can't change your own role.
  • Use the Access menu to switch a member between All brands and chosen brands. Owners always see every brand.
  • Click the bin button on a member's row to remove them. They lose access straight away.

Members limited to some brands see only those brands. Workspace-wide actions, such as the data export, are not available to them.

Brands in a workspace#

Open All brands in the sidebar to see every brand, how many questions each has, and its client report links. Add brand adds another one if your plan has room. The number of brands your plan covers is in the plan table on Plans, add-ons and billing.

Only an owner can remove a brand. You type the brand's name to confirm. Its answers and history are kept for 30 days, then deleted. In that time an owner can restore it.

Client reports#

A client report is a page that shows a brand's latest results. It covers the questions that flipped, the changes you made and whether they worked, what is still losing, and how the numbers are measured. People open it with a link, with no sign-in. It has a print button.

  1. Open All brands.
  2. In the Client report column, click Copy link on the brand's row. This copies the active link, or creates one if there is none.
  3. Send the link to your client.

Owners and editors can do this. To see the report as a client would, click the preview button on the row. It opens in a new tab.

To manage the links for a brand, click the small text under the buttons, such as No links yet or 1 link.

  • New link creates a link and copies it.
  • Copy on a row copies that link again.
  • Revoke ends a link. It then shows a not found page.

Each row shows when the link was created and when it was last opened. A link made before links could be copied again can't be copied. Create a new one.

White label branding#

On the Agency Starter and Agency plans, reports carry your name instead of Prefera's. On other plans the report shows Prefera's name and mark.

  1. Open All brands.
  2. Scroll to Client report branding.
  3. Fill in Agency name (required), Logo address, Strategist name, Strategist email and Accent colour.
  4. Click Save branding.

Notes on the fields:

  • The logo must be a square image on https. It is optional. Without a logo, the first letter of the agency name is used.
  • The strategist email is shown in the report footer so clients can reply.
  • The accent colour is used for the logo tile and links.

New views of every report use the branding straight away.

Custom domain for reports#

The Agency plan includes one custom hostname for client reports. Agency Starter does not. Reports on Agency Starter stay on prefera.si.

Only an owner sees the Custom domain card, at the bottom of All brands.

  1. Enter a Hostname, a subdomain you own, such as reports.youragency.com.
  2. Click Add domain.
  3. Add the DNS records the card shows at your domain provider.
  4. Click Check again until the card says the client reports are live on the hostname.

If the card shows Email us your domain instead of the form, send us the domain and we connect it. Once it is live, copied links use your hostname and Prefera's name is not on the page.

Remove takes the domain off. Links on the Prefera address keep working, and you can add the domain again later. If the DNS does not verify, see FAQ and troubleshooting.