Account & Team Settings

This article covers the meta-layer of CiteMetrix — the parts that aren’t about your data, but about your account itself. Subscription tiers and what each one includes, how team seats work, who has access to which domains, and how billing flows.

Subscription tiers

CiteMetrix has two subscription tracks — a Business track for in-house teams and an Agency track for service providers managing client work:

Business track	Solo	Starter	Professional	Enterprise
Monthly	$79	$199	$499	$1,499
Yearly	$790	$1,990	$4,990	$14,990
Domains	1	3	10	25
Queries per domain	10	25	50	200
Team seats	1	3	10	25
REST API	—	—	✓	✓
SOC 2 controls	—	—	—	✓

Agency track	Small	Medium	Large	Global
Monthly	$299	$599	$999	$4,999
Domains	Unlimited	Unlimited	Unlimited	Unlimited
Shared query pool	25	75	200	2,000
Team seats	2	5	10	50
White-label	—	✓	✓	✓

Every tier includes the core product — unlimited scans, ModelScore, hallucination detection, competition tracking, the Analyst, the mobile PWA, GA4/GSC integrations, and reporting. Higher tiers add scale (more domains, monitored queries, and seats) and a few capabilities: the read-only REST API (Professional and Agency Large up), white-label branding (Agency Medium up), the Viewer role (Starter up), and SOC 2 controls (Enterprise and Agency Global). See the pricing page for the full comparison.

Choosing a track and tier

Business track fits in-house teams tracking their own brand(s). Solo ($79) is one domain, 10 queries, one seat — right for a solo operator or a consultant tracking their own site. Starter ($199) adds room: 3 domains, 25 queries, 3 seats. Professional ($499) is the common in-house team choice — 10 domains, 50 queries, 10 seats, plus the REST API. Enterprise ($1,499) scales to 25 domains and 200 queries per domain and adds SOC 2 controls.

Agency track gives unlimited domains against a shared query pool, plus white-label, so you can manage many clients under one subscription and put your own brand on their reports. It runs from Small ($299) to Global ($4,999) as your client book and query volume grow.

If you’re not sure and you’re an in-house team, start at Starter or Professional — plan changes are prorated and one click in My Account → Subscriptions, so it’s easy to move up when you hit a domain or query limit.

Team seats and access control

On Professional and Agency plans, the account owner (the person who paid) can invite team members in Settings → Team.

Inviting:

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address and role (Admin, Analyst, or Viewer)
4. Click Send Invite

The invitee gets an email with a one-time signup link (valid for 7 days). They set their own password and pick which authentication method they prefer (email/password or Google sign-in). After signing up, they show up in your team list.

Roles:

• Owner — the person who created and pays for the account. Full control, including billing and closing the account. There’s exactly one Owner, and the role isn’t assigned from the invite screen.
• Admin — full day-to-day access to everything the Owner can do, including inviting and removing team members and changing the subscription. Useful for co-owners or trusted senior team members.
• Analyst — full access to the data and tooling: run scans, edit brand facts, configure queries, generate reports, use the Analyst. Cannot manage the team or billing.
• Viewer — read-only access. Can see the dashboards, the Analyst, and reports, but can’t make changes. Useful for stakeholders who want visibility without edit rights.

Per-domain access (Agency only): On Agency plans, you can scope a team member’s access to specific domains rather than all domains. Useful when one consultant manages Client A while another manages Client B and you don’t want them seeing each other’s data.

Removing team members:

In Settings → Team, click the kebab menu next to a team member and choose Deactivate. Their access is revoked immediately; their historical activity (scans they ran, brand facts they added) is preserved with their name attached. If you ever need to reactivate them, the same kebab menu has a Reactivate option.

Where API keys live: per domain, then per account

API keys are set at the account level by default and can be overridden per domain — they are not per team member:

• Account-level keys are the default: set them once and every domain on the account uses them. Team members share the account’s keys rather than entering their own.
• Domain-level keys optionally override a specific domain (= a specific client), so an agency can keep each client’s AI spend on a separate key.

For each scan CiteMetrix uses the domain’s own key if one is set, otherwise the account key; there is no admin or platform fallback below the account. Adobe Analytics has a separate admin-controlled agency-credentials toggle. Full detail is in API Keys (BYOK).

Billing and subscription management

CiteMetrix uses WooCommerce Subscriptions for billing. From your account dashboard, My Account → Subscriptions shows your active subscription with options to:

• View next billing date
• Update payment method
• Change plan (upgrade/downgrade)
• Cancel (cancellation takes effect at the end of the current billing period; you keep access until then)

Plan changes are prorated. Upgrading mid-cycle charges the difference for the remainder of the cycle. Downgrading mid-cycle credits the difference toward the next renewal.

Failed payments trigger a grace period: you have 7 days to update your payment method before access is suspended. We’ll email reminders during that window. If access is suspended for non-payment, your data is preserved for 30 days — restoring access just requires a successful payment.

Domain management

Adding a domain (within plan limits):

1. Click the domain picker in the dashboard top bar
2. Click Add Domain
3. Enter the domain and brand name
4. The new domain becomes the active one — work through Getting Started to configure it

Hitting the domain limit: Business-track plans cap domains (Solo 1, Starter 3, Professional 10, Enterprise 25) — to add one past the cap, upgrade or remove an existing domain. Agency-track plans have unlimited domains (they meter a shared query pool instead). Upgrade is one click in My Account → Subscriptions.

Removing a domain: Settings → Domains → click the kebab menu → Remove. This deletes all data associated with the domain (scans, hallucinations, brand facts). It’s reversible only via support — if you accidentally remove the wrong domain, email eric@citemetrix.com immediately.

Transferring a domain to a different account: Possible but not self-serve. Useful when an agency hands a managed domain back to the client. Email eric@citemetrix.com with the source account, target account, and domain.

Two-factor authentication

If 2FA is available in your account (it should be for all customer accounts), enable it in My Account → Security → Two-Factor Authentication. CiteMetrix supports authenticator-app-based TOTP (Google Authenticator, 1Password, Authy, etc.). SMS-based 2FA isn’t supported, by design — SMS is the weakest factor and we’d rather customers use a real authenticator.

When 2FA is enabled, login requires both your password and a current TOTP code. The PWA will prompt for 2FA on first install but then issue a long-lived JWT token that doesn’t re-prompt unless the token is invalidated.

What’s not in your account settings

A few things people occasionally ask about that live elsewhere:

• Brand facts — dashboard sidebar, not Settings. They’re per-domain data, not account metadata.
• API keys — Settings, account-level with an optional per-domain override, as noted above.
• Notification preferences — covered in detail in Reports & Digests.
• Spend monitor — Settings → Spend Monitor. Critical to configure if you have heavy scan workloads.

Next steps

• Review your current plan against your actual usage (Settings → Subscriptions). If you’re routinely hitting the keyword or scan limit, the upgrade pays for itself.
• If you’re on Pro/Agency and haven’t invited your team, do it now — having multiple eyes on the data is genuinely how the product gets used most effectively.
• Enable 2FA if you haven’t.