Teams And Workspaces
Understand organizations, workspaces, and account boundaries.
Citlyze uses organizations and workspaces to separate access and data.
Organizations
Users sign in through Clerk. A Clerk organization is the account boundary for team access.
Workspaces
A workspace stores the tracking configuration and measurement data for a brand context. Product screens load a workspace snapshot that includes brands, competitors, prompts, runs, detections, citations, recommendations, jobs, usage, and related associations.
Agency plans can include client workspaces. On agency plans, prompt, competitor, GEO audit, prompt-suggestion, and content-draft limits are pooled across client workspaces unless the plan table says the limit is per workspace.
Active workspace
The app resolves the active workspace from your organization and membership. If you belong to multiple workspaces, make sure the correct workspace is selected before creating prompts, running tracking, or exporting data.
Workspace settings
Workspace settings shows the current plan, active usage, and the workspaces available to the organization. The usage overview tracks active prompts, active locations, competitors, monthly GEO audits, monthly prompt suggestions, monthly content drafts, team seats, and client workspaces.
The workspace summary table shows setup state and counts for prompts, audits, recommendations, drafts, and assigned members. From this table, authorized users can open a workspace, edit setup, export workspace data, or delete a workspace when their role allows it. The final workspace in an organization cannot be deleted from this page.
Team management
Organization admins manage seats from Team management. They can invite members, choose between Admin and Member access, update roles, remove members, and assign non-admin users to specific workspaces. Admin roles have organization-level access; members can be scoped to selected workspaces.
Pending invitations count toward the plan's seat limit. Agency plans can have separate internal-seat and client-member allowances.
API keys
Plans with API exports can create read-only API keys in workspace settings. Keys work with the REST API and MCP server for the selected workspace. They do not grant access to billing, account settings, or write operations.
Scheduled reports
Plans with scheduled reports can email visibility reports on a weekly or monthly cadence. A schedule includes a recipient list, active or paused state, next run time, and last sent time. Each email links to a printable report that can be saved as a PDF.
Alerts
Current self-serve plans include alerts. Alert rules can email organization admins or a custom recipient list when a completed measurement window crosses a threshold. Supported rule types are visibility drop, competitor overtake, and citation drop. Rules can use minimum run counts, absolute percentage-point thresholds, or relative percentage thresholds where applicable.
Workspace settings also includes alert history for fired alerts from recent completed measurement windows.
Access expectations
Workspace managers can configure settings and create API keys where the plan allows it. Members can inspect assigned workspace data according to their permissions.