Working in a team and in agency mode

Vurto offers two levels of collaboration: a team mode, for working together on a single account, and an agency mode, for managing several distinct client projects with access and credits kept separate or shared as needed.

Team mode: the available roles

In team mode, each invited member is assigned one of four roles: Owner, Admin, Member or Viewer. The Owner has full control over the account, including billing. The Admin can manage projects, prompts and invitations, without necessarily having access to billing, which stays reserved for the Owner. The Member can view and generally contribute to tracking (prompts, personas) without administration rights. The Viewer has read-only access, useful for sharing results with someone who doesn't need to change the configuration. This hierarchy lets you open up Vurto to an entire marketing or product team without giving everyone full control over the account.

Inviting collaborators

Invitations are sent by email: the invited person gets a link to join the account with the role set at invitation time. The role can be adjusted later if the person's responsibilities change — for example, moving a Member to Admin once they take on coordinating GEO tracking for the whole team.

Agency mode: a distinct project per client

For an agency managing several clients, team mode alone isn't enough: each client needs its own tracking scope, without one client's prompts, brands or results mixing with another's. Agency mode addresses this by creating a distinct project per client, each with its own tracking of brands, categories, keywords and prompts, all grouped under a single agency account. Every new client project goes through the same 5-step onboarding process described in Getting started with Vurto, which keeps the tracking foundation consistent from one client to the next.

Roles at the project level

Inside each client project, Vurto offers three specific roles: Owner, Exporter and Viewer. The project Owner has full control over it. The Exporter can view results and export them (useful for an account manager who needs to produce a client report without needing to change the tracking configuration). The Viewer is limited to viewing, which suits giving the client themselves guest access so they can follow their results without touching the prompts or personas defined by the agency.

Shared credits and balance visibility

Credits consumed by analyses (number of requests, number of engines queried) are shared across the projects of a single agency account, rather than siloed project by project. This gives real flexibility: an agency can put more credits toward a client in the middle of an AI visibility push and use fewer on a client in routine tracking mode, without manually reallocating quotas. In addition, if a client is invited as Viewer or Exporter on their own project, the agency can choose to hide the credit balance from them — useful when the agency's business model is a flat monthly fee rather than usage-based billing visible to the client.

The multi-project agency dashboard

At the agency account level, a consolidated dashboard gives an overview of all active client projects, without having to open each project one by one to check on tracking status. Each collaborator invited on a specific project, meanwhile, only sees that project's scope — the multi-project agency dashboard stays reserved for roles with visibility across the whole account. The exact mechanics of credit consumption by analysis type are detailed in the plans, credits and billing page.

Team mode or agency mode: how to choose

Team mode is enough as long as you're tracking a single brand or a single catalog, even with several people involved. Agency mode becomes relevant once you manage GEO tracking for several distinct organizations, with brands, categories and prompts that aren't meant to cross over, and where some access (like the end client's) needs to stay strictly confined to their own scope. An agency starting with a single client can perfectly well begin in simple team mode, then switch to agency mode once onboarding a second client.

Assigning the right roles at the right time

A common trap is granting broader roles than needed for simplicity — for instance, making everyone Admin or Owner to avoid managing permissions. This works in the short term but becomes risky as the team or the number of projects grows: overly broad access multiplies the number of people who can change the tracking configuration (prompts, personas, tracked brands) even when that isn't required for their role. A simple principle: assign the most restricted role that still lets the person do their job, and only raise permissions when their actual responsibility grows.

Example: a small agency with 3 clients

Picture a GEO agency with three clients: a cosmetics brand, a furniture e-commerce site and a restaurant chain. The agency creates one project per client, each with its own tracked brands, categories and prompts. The agency's founder is Owner of the agency account and of all three projects. A junior account manager is added as Exporter on all three projects: they can produce monthly reports without risking changes to the tracking configuration. Each client, in turn, is invited as Viewer on their own project only — they see their AI visibility results in real time, but not the other two clients' data, nor the credit balance consumed, which stays hidden since the agency charges a flat fee. Credits themselves stay managed at the agency account level: during a spike of activity on the furniture client (a new product line launch), the agency can temporarily put more requests toward that project without changing plans or buying dedicated extra credits.