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Quratic Docs

Team & Project Permissions

For agencies, controlling who can see which client data is critical. Quratic’s per-project permissions let you assign each team member (and optionally each client) exactly the access they need.

Roles

Section titled “Roles”
RoleCapabilities
OwnerFull access to all projects, billing, team management, and organization settings. Not visible to other members or clients.
MemberAccess only to projects the owner explicitly grants. Permissions per project are configurable.

Inviting a team member

Section titled “Inviting a team member”
  1. Go to Settings → Organization → Members
  2. Enter their work email in the Invite a member field
  3. Confirm seat availability (shown next to the field)
  4. Click Send invite
Members page invite form with email input, seat usage counter, and Send invite button
Members page invite form with email input, seat usage counter, and Send invite button

New members have no project access until you explicitly grant it. They will see a “No project access” screen when they log in.

Assigning project permissions

Section titled “Assigning project permissions”

After inviting a team member:

  1. On the Members page, expand their row
  2. For each client project, tick the permissions you want:
Expanded member row showing project permissions matrix with Read, Create, Update, Delete columns for each client project
Expanded member row showing project permissions matrix with Read, Create, Update, Delete columns for each client project
PermissionWhat the member can do
ReadView dashboards, reports, prompts, competitors, sources
CreateAdd prompts, competitors, categories
UpdateEdit prompt settings, project settings, competitor details
DeleteRemove prompts, competitors, or categories
  1. Click Save project access

Typical permission profiles for agency roles

Section titled “Typical permission profiles for agency roles”
RoleRecommended permissions
Account manager (view only)Read on assigned client projects
StrategistRead + Create + Update on assigned projects
Agency adminAll permissions on all projects (or promote to Owner)
Client loginRead only on their own project

Setting up client logins

Section titled “Setting up client logins”

If your clients want direct access to their own Quratic dashboards:

  1. Invite the client contact with their work email
  2. Assign Read access to their project only
  3. They log in and see only their brand’s data in the project switcher

Changing and removing members

Section titled “Changing and removing members”
  • Promote to owner — grants full organization access (use only for senior agency staff)
  • Remove from organization — immediate removal; they lose all project access instantly

Seat limits by plan

Section titled “Seat limits by plan”
Agency planSeats
Agency Starter15
Agency Growth20
Agency Pro30

View current usage in Settings → Organization → Members (seat counter next to the invite field).

Section titled “Related”